Loading...
HomeMy WebLinkAbout01/20/2004, C2 - REVISIONS TO THE PROMOTIONAL COORDINATING COMMITTEE GRANTS-IN-AID APPLICATION j Council. Mna,o�����07 j Acenba REpont CITY O F SAN LUI S O B I S P O FROM: Wendy George,ACAO 4 Prepared By: Betsy Kiser,Principal Administrative Analyst SUBJECT: REVISIONS TO THE PROMOTIONAL COORDINATING COMMITTEE GRANTS-IN-AID APPLICATION CAO RECOMMENDATIONS: As recommended by the Promotional Coordinating Committee (PCC), approve revisions to the Grants-in-Aid (GIA) application and criteria. DISCUSSION Every few years or so, the PCC reviews the GIA application and criteria to determine if revisions are needed to better reflect the objectives of the program and address ambiguities and concerns identified over time by grant applicants and grant reviewers. The last revision occurred on December 3, 1996. Last fall, the PCC directed the GIA sub-committee to conduct a thorough review of the program and return with proposed revisions to the process. The sub-committee met twice during October and November 2003 and presented their recommendations to the full PCC on December 10, 2003 for discussion and concurrence. The PCC approved the changes and forwarded the recommendations to the Council for final approval prior to the next granting cycle, which begins in February. (See Attachment 1 for PCC minutes.) Many of the modifications dealt with routine editorial changes although several more substantial recommendations have been proposed. The following information provides a description of each recommended revision and the logic behind the recommendation. (See Attachment 2 for revised application.) Form Application Rather Than Letter of Application The previous Request for Proposals required the applicant to provide information in the form of a letter. The PCC made a decision to design a form-based grant application to take the place of the letter of application. The form makes it easier and clearer for grant applicants to provide all the required information and materials, and for the grant reviewer to 1) make certain grant applications are complete, and 2) be consistent when rating applications.. Cover Letter General guidelines for granting categories (page 1 of Application): 1) In the past, "Publicity and promotional materials" was listed as one of the granting categories along with "Large festivals or parades" and "General support for concert series, art exhibits, and youth outreach". The sub-committee felt that, rather than being a granting category, "Publicity and promotional materials" is part of the criteria used to G:\Projects&Prograrns\P.C.0\Grants in Aid\GIA 2004-05\Administration\CAR-GIA Application Revisions 122203.doc C1-f Council Agenda Report—Revisions to PCC-GIA Application Page 2 make funding decisions and therefore was moved to Grant Criteria (Attachment 1, #8 to Application). 2) Funding guidelines were reduced from $3,00046,000 to $2,00045,000 for large festivals and parades and from $2,00043,000 to $1,00043,000 for general support for concert series, art exhibits, and youth outreach. These guideline reductions were recommended to accommodate the overall reduced GIA funding imposed as a result of the current tight financial condition of the City. The revised cover letter recommends that all applicants attend the "mandatory meeting for first-time applicants" so revisions can be reviewed and discussed. This recommendation will be less critical in future years as applicants become more familiar with the new application. Minor editorial changes were made to the cover letter with regard to 2004-05 timelines. Grant Application Assessment Criteria Applicant Criteria: 1) The new criteria stresses the need for repeat applicants to provide complete Final Reports. Oftentimes, statistical data for the participants of funded activities has been lacking or minimized. 2) 501(c)(6) non-profit corporations were officially added as qualifying organizations and the requirement for Federal non-profit status was stressed (as opposed to State non-profit status). In the past, grants have been awarded primarily to 501(c)(3) organizations but occasionally to non-profit (501)(c)(6) organizations such as the Downtown Association, Chamber of Commerce therefore the revision now specifically permits this. (See Attachment 4 for definition of(501)(c)(3 & 6) organizations.) 3) The statement "The applicant should be able to demonstrate coordination with related agencies and existing community resources" has been moved to Grant Criteria to reflect the PCC's desire to see collaboration among organizations. Grant Criteria: 1) Criteria was added indicating that consideration will be given to events that take place in the City. While in the past some regional events have received funding, the PCC wished to stress that the priority remains local community. 2) Clarifying language was added to the expenses not funded (salaries, capital equipment, rental space"for performances or rehearsals", tours or travel expenses) to serve as a guide to grant writers. Application Various editorial changes to the Application Requirements reflect the conversion to an application form instead of a letter. Agreement Clauses were added to the City's general agreement with grant recipients to address areas that caused concerns in the past. (See Attachment 3) GAProjects&Progranns\P.C.C\Grants in Aid\GIA 2004-05\Administration\CAR-GIA Application Revisions 122203.doc CL— Council Agenda Report—Revisions to PCC-GIA Application Page 3 1) Grants must be executed within the timeframe stated in the contract, or the organization could be at risk of losing funding. 2) Funds are to be expended on approved expenditures only. 3) Any unused funds must be returned to the City at the end of the funding cycle. Reporting Guidelines 1) A guideline was added requesting proof of acknowledgement of City support at the event or activity or in the publicity materials produced. FISCAL IMPACT There is no fiscal impact associated with the proposed revisions. Grant funding is approved during the development of the two-year Financial Plan and no additional funding is requested. ALTERNATIVES The Council could deny the revisions, in which case, the PCC will continue to use the original Request for Proposal used in previous grant cycles. Staff does not recommend this because the new form and criteria respond to issues that have been identified over the past several years as problem areas. ATTACHMENTS 1. Minutes from the December 10, 2003 PCC meeting. 2. Revised Application and attachments 3. Revised Agreement 4. Definitions of 501(c)(3 & 6) organizations. G:\Projects&Programs\P.C.0\Grants in Aid\GIA 2004-05\Administration\CAR-GIA Application Revisions 122203.doc CZ =3 Item 2. PUBLIC RELATIONS CONTRACT Shelly Stanwyck, Economic Development Manager, summarized Wendy George's memorandum included in the Agenda Packet regarding the Chamber's desire to discuss their Public Relations Contract in light of an upcoming personnel change. PCC members discussed the appointment of an ad hoc subcommittee to carry on this discussion. ACTION: Moved by Newland/Hunt Roberts that Bob Griffin, George Newland and Debby Nicklas comprise an ad hoc subcommittee to meet with the Chamber and discuss its public relations contract, Motion carried 5:0. MARKETING OBJECTIVES Item 1 . DEVELOPMENT AND IMPLEMENTATION OF BRAND IMAGE Maggie Cox provided a status report on the development of a brand image. Trademark work has continued and one more level of search must be completed prior to use of the slogan "Experience the SLO Life". This level of search is important to avoid possible litigation. The common law search will be completed shortly. In the meantime, BC&A will develop graphic images to be reviewed informally by the Marketing Subcommittee and presented to the PCC for consideration at the January 2004 meeting. SUBCOMMITTEE REPORTS Item 1. GRANTS IN AID SUBCOMMITTEE. Subcommittee Chair Hunt Roberts highlighted the proposed changes to the GIA Application materials. The format has changed from a letter to forms. Proposed funding amounts were shifted to more accurately reflect previous awards, which hadn't been higher than $5,000. The applicant criterion emphasizes the need for completed reports from last year's grants. Both 501(C)(3) and (C)(6) corporations can apply. Events should be focused in the City. ACTION: Moved by Justice/Newland to approve the GIA materials as presented; Motion carried 6:0. Item 2. MARKETING SUBCOMMITTEE Subcommittee Chair Nicklas reported that the Marketing Subcommittee Meeting at its recent meeting discussed and reviewed the visitslo.com website. The Subcommittee also discussed the status of the brand image development. Debby also reported that the Trout About Art Committee had a kick off meeting and the event is presently planned to begin in May 2005. PCC Meeting Minutes November 12,2003 Page 2 ATTACHMENT 2 ��►�I��h����i��► �►IIIIIIIIIIh1°°��'°1°� III cityo san lues oB�sly 990 Palm Street, San Luis Obispo, CA 93401-3249 February 2,2004 Dear Interested Organization: The City of San Luis Obispo's Promotional Coordinating Committee (PCC), under direction of the City Council, recognizes that cultural, social and recreational organizations make significant contributions to the overall quality of life in the City of San Luis Obispo. Accordingly, the City sponsors a Grants-In-Aid program to promote such activities within our community. The City awards annual grants totaling approximately $101,300 to some 40 organizations each year. The following general guidelines are meant to provide direction based on previous granting history. However, they are not mandatory granting categories, nor amounts. • Large festivals or parades $2,000 $5,000 • General support for concert series, $1,000-$3,000 art exhibits,and youth outreach At this time the City of San Luis Obispo invites you to apply for a promotional grant to be awarded as part of this program. To be considered for grant funding, agencies must have non-profit status (Articles of Incorporation, 501(c)(3) or (c)(6) status, Federal M number and Tax Exempt Notification) prior to grant submittal. They must also have clearly stated goals,be able to demonstrate that their financial management practices are sound and insure accountability. The City is unlikely to fund new projects which duplicate or conflict with existing programs, services or events. Applicant organizations must demonstrate a unique quality to their program, as well as demonstrate resident and/or visitor need fulfillment. In light of the City's fiscal uncertainties, project collaboration among organizations is encouraged. Organizations that received promotional grants during the 2003-04 funding cycle must have complied with all reporting requirements to receive their 2004-05 grant. To be considered for a grant, organizations must apply using the attached application form NO LATER THAN 5:00 p.m.,March 12,2004. Late or incomplete applications will not be accepted. The application must provide the following information: 1. A description of the project or activities to be supported by the grant, including how the project or activities support the overall goals of the organization. 2. A description of who will benefit from the project, including any tourist attraction potential it may have. 3. A description of any collaborative efforts with other agencies relative to the project. 4. The total amount requested,including a prioritized breakdown of individual line items within that total. 5. A detailed budget for the project indicating expenditures to be supported by the City grant and expenditures supported from other sources. 6. A crowd control and safety plan,if appropriate(parades or large special events only). 7. A description of how your organization will acknowledge the City's support in your promotional materials. (A standardized logo is available upon request.) O The City of San Luis Obispo is committed to include the disabled in all of its services, programs and activities. Telecommunications Device for the Deaf 805 78 n �l.�j�lta&ProgramslP.C.pC�nnro in AidIC7A 1004-OSIApplimtion Dotrl_OOd-05 Application(droll v_).dx 2/""/i3 A11ACHM Additionally,please attach a copy of each of the following: • . your organization's financial statement • by-laws • tax exempt certification • a listing of all officers and staff • signed statement of limitations and payment disbursement(Attachment 4) PLEASE DO NOT SUBMIT OTHER SUPPLEMENTAL MATERIALS WITH THE REQUESTED APPLICATION. It is important that your application provide all the requested information. Clear, concise and original applications are best. A copy of your application should be hand delivered or mailed to: Promotional Coordinating Committee Atm- Betsy Kiser City of San Luis Obispo Administration 990 Palm Street San Luis Obispo,CA 93401 Please note the following dates: 1. February 2,2004 -Application information available for mailing„pickup and on the City's website at www.slocity.org/specialactivities.. 2. February 11, 2004, at 5:00 p.m. - An informational workshop will be held in the Council Hearing Room (Room 9) at City Hall, 990 Palm Street to answer questions regarding the Grants-In-Aid process. This meeting is MANDATORY for all first time applicants, but because there are new procedures this year,it is recommended for all applicants. 3. March 12, 2004, Completed applications will be due to the City Administrative Office by 5:00 p.m. LATE OR INCOMPLETE APPLICATIONS WILL NOT BE ACCEPTED. 4. May 26, 2004- Committee will present their preliminary 2004-05 Grants-In-Aid recommendations to applicants at a public meeting(all applicants will be notified of this meeting). 5. July 2004-City Council reviews PCC recommendations and makes final funding decisions. 6. July/August 2004-Grants available to funded agencies. If you have any questions,please contact Betsy Kiser at 781-7151. Sincerely, Bob Griffin Chairperson,PCC Attachments Gr11mJab Q jon, IP.COG=M in AOGlA]W6oJNPpilcaumi Oo Us -o5 Application likall v:l.Joc(•Z— AMCH6tl1 ATTACHMENT PROMOTIONAL COORDINATING COMMITTEE GRANT APPLICATION ASSESSMENT CRITERIA Applications submitted to the Promotional Coordinating Committee_ will be evaluated both in terms of the applicant and the grant proposal using the following criteria: A. APPLICANT CRITERIA 1. Applicant organization must have a clearly stated purpose and function and be responsible for the planning and provision of a cultural, social or recreational program/event. Acceptable recreational programs must qualify under Section 1(b)of Grant Criteria below. 2. Applicant must demonstrate that it has the managerial and fiscal competence to complete the proposed project. Repeat applicants must have a successful history of using prior grant funds, as evidenced by a completed and accepted Final Report. 3. The organization must have Federal non-profit status as defined in Section 501(c)(3)or(c)(6)of the Internal Revenue Code(no exceptions made). 4. The organization must give evidence that it has pursued other sources of financial support and that it has examined and weighed the financial ability of the target population to support its program or event. 5. The organization must extend its program to the general public and may not exclude anyone by reason of race, religion, sex, national origin, sexual orientation, age,physical, mental or economic status. 6. The applicant organization must be willing to participate in a final report evaluation process as requested by the Promotional Coordinating Committee. B. GRANT CRITERIA 1. Grant requests must be for programs or activities which meet one or both of the purposes below: a. Of local cultural benefit to the residents of the.City of San Luis Obispo(e.g., determined by the event's popularity, its accessibility to residents, its affordability and its uniqueness in the community)or; b. Of tourism promotion advantage to the City of San Luis Obispo (e.g., determined by increases. to the City's revenues,especially transient occupancy tax revenues). 2. Consideration will be given to events that take place in the City of San Luis Obispo and contribute to the local economy. 3. Additional consideration will be given to: a. events that occur during the"non-peak"tourism months of September through May; b. organizations requesting funds for a special celebration such as an anniversary that will provide G:1 J.0&progrmniW.G.G1G.&MAWGM 2001-05Upplir i=Do[QGW-05Applicallon(&al v:).dx ATTACHN 2 ATTACHMENT 1 increased promotional opportunities; c. organizations that demonstrate collaboration with related agencies and other community resources. 4. Other types of City support, such as facility use or in-kind service, will be considered in the award process. 5. Demonstrated financial need of the organization will be considered in evaluating and awarding funds, although the potential cultural and/or promotional benefit of the request will be given higher consideration. 6. Past grant performance of the organization, regardless of financial need or potential proposal benefit,will be considered in awarding funds. 7. Grants will not be made for the following expenses: a. Office overhead or staff salaries(artist stipends acceptable). b. Capital Equipment. c. Rental of space for performances or rehearsals. d. Scholarships or camperships. e. Tours or travel expenses. 8. In the past,grants have been awarded for the following expenses: a. Publicity and promotional materials b. Tickets to events for youth and or underprivileged c. Artist's stipends and honorariums. Applicants should be aware that there is no assurance that funding will be available to them in any fiscal year. c:Irji i,a Pmg=w ..COGm u in amcu I0W-QJUW&wmn�UVW-os Ap Ucnminn(drop v7.duc cz-e ATTACHMENT 2 Application Requirements All grant requirements MUST be met and a fully executed contract signed before any fiords will be disbursed. An application for grant funds must consist of the following documents: ❑ Grant Application Form providing the following information.- O A description of the project or activities to be supported by the grant(including how the project or activities support the overall goal of the organization) O A description of who will benefit from the project,including any tourist attraction potential it may have O A description of any collaborative efforts with other agencies relative to this project O The total amount requested, including a prioritized breakdown of individual line items within that total O A detailed budget for the project indicating expenditures to be supported by the City grant and expenditures supported from other sources O A crowd control and safety plan,if appropriate(parades or large special events only) O Description of how your agency will acknowledge the City in your promotional materials (a standardized logo is available upon request) Support Materials ❑ Your organization's financial statement ❑ Your organization's by-laws ❑ Your organization's tax-exempt certification ❑ A listing of all officers and staff ❑ A.signed statement of limitations and payment disbursement(Attachment 4) It is important that your application provide all the requested information above.. IATF OR IN OMP ETF APPLICATIONS W11 I NOT RF Ar_r_FPTFD_ Completed applications are due to the City Administrative Office on March 12, 2004 by 5:00 pm G:IP.oJxn 6 ProgrcmuT COGm is In AWIGIA:O -05~icmlan Daa1100 4J Appli=Wn(&wfi v.).d �a-q MACHO ATTACHMENT 3 Page 1 of 4 PROMOTIONAL COORDINATING COMMITTEE GRANT APPLICATION FORM DATE: NAME OF ORGANIZATION: ADDRESS OF ORGANIZATION: NAME OF CONTACT PERSON: TELEPHONE NUMBER: E-MAIL ADDRESS: TOTAL AMOUNT REQUESTED: PURPOSE OF GRANT REQUEST (State as briefly as possible):_ C,tP jxmd pmg W..CClr ma In AIAGIA 2"05UppliratinQors[20 -05AiWirmlon/dm/v7).dm ATTACHMENT 2 ATTACHMENT 3 Page 2 of 4 Please complete the entire application, answering all requests for information. 1. Describe the project or activities to be supported by the grant, including how the project or activities support the overall goals of the organization. 2. Describe who will benefit from the project, including any tourist attraction potential it may have. 3. Describe any collaborative efforts with other agencies relative to this project. GAPM/ u&Pmgrvm W COG u m A1dIGA:00+-OJUppllcmlun OucsL'OW 05 Applim0un(d ft Q).d c DUN ` ATTACHMENT Page 3 of 4 4. Indicate total amount requested from the City of San Luis Obispo, including a prioritized breakdown of individual line items within that total. Include any in-kind contributions. Project Component .Amount TOTAL. $ 5. Provide a detailed budget for the whole project indicating expenditures to be supported by the City grant and expenditures supported from other sources. Source Amount TOTAL $ G.I mjm'Is&Pmgr=P.COGraws In AOGIA 2001-05U PP icallan OacsQ -OS APPll Im(dmfs v:) CZ- z ARU � ATTACHMENT 3 Page 4 of 4 6. Provide your crowd control and safety plan, if appropriate(parades or large special events only). 7. Describe how your organization will acknowledge the City's support in your promotional materials. (A standardized logo is available upon request.) Be sure to include all supplemental materials as requested. Thank you. Return Grant Application and Supplemental Materials to: Betsy Kiser,Principal Administrative Analyst City of San Luis Obispo 990 Palm Street San Luis Obispo,CA 93401 GIPJmls&Ym IP.CQGranlsln AOGIA lm.OJUpplica:io.O 1.1004-05Applicwl.(dsft v.).d. CZ-/3 ATTACHMENT 4 PROMOTIONAL COORDINATING COMMIT'T'EE STATEMENT OF LIMITATIONS AND PAYMENT DISBURSEMENT Please read the following document and sign to indicate that you have read and understand it. Limitations: This grant application does not commit the sponsor to award a grant or to pay any costs incurred in the preparation of this application or to procure or contract for services or supplies. The Promotional Coordinating Committee reserves the right to accept or reject any or all applications received, to fund on a line item basis,to negotiate with all qualified applicants,or to cancel in part or in its entirety this application if it is in the best interest of the City to do so. Payment of Funds: All duties, obligations, and disbursements of funds are to be governed by the provisions of the agreement between the City and the applicant receiving funds. • An applicant awarded funds shall enter into a contractual agreement with the City of San Luis Obispo for stated programs for the current grant period. • The payment schedule will be stated in the contractual agreement. • The contracting agency will agree to provide reports in such form and detail as may be required by the Promotional Coordinating Committee to monitor contract performance prior to payment for programs. • Contracting agency will provide City with an annual audit by an independent auditor to be approved by the City,if the City should so request. (Sample copies of standard City contract forms are on file with the City Clerk.) (printed or typed name of authorized applicant organization representative), have read the above statement and fully understand its contents and implications. I further attest that all the information contained in this application is accurate to the best of my knowledge. Signature Date Title Applicant Organization G,V'Wecu a RoiIP.COGoaar in AOGN Application ldmft vll dac MACHMEW 3 AGREEMENT THIS AGREEMENT, dated , for the convenience of the parties hereto, is between the CITY OF SAN LUIS OBISPO,a chartered municipal corporation(referred to herein as CITY),and«ORGANIZATION». WITNESSETH WHEREAS, «ORGANIZATION» has requested CITY to contribute to a program to provide the service described in "Attachment 1" attached hereto; and WHEREAS, said services will be available to residents of the City, thereby serving both a public and municipal purpose. NOW, THEREFORE, CITY AND «ORGANIZATION» for and in consideration of the mutual benefits,promises, and agreements set forth herein, do agree as follows: 1. «ORGANIZATION» shall perform its services as described in "Attachment V herein from July 1, 200x through June 30,200x. 2. «ORGANIZATION» will provide CITY with final program report, summarizing administrative, financial, and client service activities. Said report shall be in the form of"Attachment 2", attached hereto. 3. <<ORGANIZATION», and all of its agents, representatives, or participants in any manner in the performance of its obligations and duties hereunder shall be employees, independent contractors, or volunteers for«ORGANIZATION». They shall not for any purpose be considered employees or agents of the CITY. 4. «ORGANIZATION», and all of its agents, representatives or participants, agree that it will not engage in discrimination in its operations because of race,religion,sex,national origin,sexual orientation,age,physical, mental or economic status. 5. <<ORGANIZATION» agrees to defend, indemnify, protect and hold the City of San Luis Obispo and its agents, officers and employees harmless from and against any claims asserted or liability established for damages or injuries to any person or property which arise from or are connected with or are caused or claimed to be caused by the acts or omissions of <<ORGANIZATION» and its agents, officers or employees,negligent or otherwise,during the term of the Agreement and from all expenses of investigating and defending against same. 6. CITY agrees to pay<<ORGANIZATION»a one-time only grant,in the sum of«M_200304_Recommend», to be used as described in "Attachment 1". The grant will be paid in full upon execution of this agreement. 7. The City Administrative Officer may terminate this agreement at his sole discretion,after providing written notice to«ORGANIZATION». Said termination shall be effective thirty(30)days after CITY mails notice of termination of agreement to <<ORGANIZATION». Any funds not paid pursuant to paragraph 6 above shall revert to City upon said termination. 8. <<ORGANIZATION» shall provide recycling containers on agency premises for collection of office paper, newspaper, and glass, aluminum, tin (bi-metal) and plastic 1-7 containers. «ORGANIZATION» shall also collect corrugated cardboard for recycling and provide recycling containers at special events as appropriate. Collection services are provided free from San Luis Garbage at 805/543-0875. 9. <<ORGANIZATION» shall acknowledge CITY support in promotional materials by using a standardized logo that will be available upon request from CITY. 10. Any funds remaining unused by ORGANIZATION upon the expiration of this Agreement pursuant to Paragraph No. 1 above,or upon the termination of this Agreement pursuant to Paragraph No. 7 above,shall be returned to City no later than five (5) business days from the expiration or termination date of this Agreement. 11. ORGANIZATION warrants that the grant funds shall be used exclusively for the purpose stated in Attachment 1 to this Agreement. 12. For purposes of notice under this.Agreement, all notices shall be considered effective upon being sent by certified mail to the following addresses: CITY: City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401-3249 Attention: City Clerk's Office ORGANIZATION: ORGANIZATION» «Address» «City», <<Stateu«Zip» IN WITNESS WHEREOF,the parties hereto have executed this agreement by proper officers duly authorized: CITY OF SAN LUIS OBISPO,A MUNICIPAL CORPORATION «ORGANIZATION» By: By: Ken Hampian, City Administrative Officer APPROVED AS TO FORM By: Jonathan Lowell, City Attorney G:IProjettr&Progra IRCAGranu in AW IGIA 2004-05Ugremmf Da wGREEMENT(r ised 12om).doc C0Z 467 DOW 3 I ATTACHMENT 2003—2004 PROMOTIONAL COORDINATING COMMITTEE GRANTS—IN—AID SUMMARY REQUEST «ORGANIZATION»: «Summary» GAPmjear&ProS,.tACCIGrcw in AOGIA 001-05Ug e a t Do UGREEMEA7(,e i ed 120903).dx C111,- I�11�1�611VE�Itl 6 ATTACHMENT 2 PROMOTIONAL COORDINATING COMMITTEE GRANTS-IN-AID REPORTING GUIDELINES Organizations receiving funds through the Promotional Coordinating Committee Grants-In-Aid program are required to submit a year-end report to the City of San Luis Obispo. For all 200x— 200x grant recipients, your final report must be received by August 29, 200x. (As soon as we receive your signed agreement and year-end report, we will process your check. If you have already submitted your year-end report, you do not need to submit another one. New recipients this year do not need to complete a year-end report until next year.) The reports must-consist of the following: 1. Administrator's Report: A brief synopsis of the activities of the reporting period. This should include a statement describing activities, service or programs provided, and any changes that have occurred during the reporting period. 2. Statistical Survey: Should include the number of participants in the organization's ongoing activities and/or events. Survey should also include, to the best of your ability, the demographic make-up of participants, i.e., residents, non-residents, and age groups (youth, teens, adults or senior citizens). .3. Financial Report: A financial statement that details how the City's grant monies have been expended. - Plcase_send reports to: Betsy Kiser City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 GAProjwa&Program W.CCIGrana in AkAGIA.004-051Agmmmt Docs14GREEMENT(r &c7'1?0903).doc Giy-/P � 1 AffACHMENT4 1976 - Pub. L. 94-455, title XIII, Sec. 1307 (d) (3) (B) , Oct. 4, 1976, 90 Stat. 1728, added item 504. 1969 - Pub. L. 91-172, title I, Sec. 101 (j) (61) , Dec. 30, 1969, 83 Stat. 532, struck out item 504 ".Denial of exemption' ' . -CITE- 26 USC Sec. 501 01/22/02 -EXPCITE- TITLE 26 - INTERNAL REVENUE CODE Subtitle A - income Taxes CHAPTER 1 - NORMAL TAXES AND SURTAXES Subchapter F - Exempt Organizations PART I - GENERAL RULE -HEAD- Sec. 501. Exemption from tax on corporations, certain trusts, etc. -STATUTE- (a) Exemption from taxation Am organization described in subsection (c) or (d) or section 401(a) shall be exempt from taxation under this subtitle unless such exemption is denied under section 502 or 503 . (b) Tax on unrelated business income and certain other activities An organization exempt from taxation under subsection (a) shall be subject to tax to the extent provided in parts II, III, and VI of this subchapter, but (notwithstanding parts II, III, and VI of this subchapter) shall be considered an organization exempt from income taxes for the purpose of any law which refers to organizations exempt from income taxes. (c) List of exempt organizations The following organizations are referred to in subsection (a) : (1) Any corporation organized under Act of Congress which is an instrumentality of the United States but only if such corporation (A) is exempt from Federal income taxes - (i) under such Act as amended and supplemented before July 18, 1984, or (ii) under this title without regard to any provision of law which is not contained in this title and which is not contained in a revenue Act, or (B) is described in subsection (1) . (2) Corporations organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to an organization which itself is exempt under this section. Rules similar to the. rules of subparagraph (G) of paragraph (25) shall apply for purposes of this paragraph. 0Corporations, and any community chest, fund, or foundation, organized and operated exclusively for religious, charitable, scientific, testing for public safety, literary, or educational purposes, or to foster national or international amateur sports competition (but only if no part of its activities involve the provision of athletic facilities or equipment) , or for the prevention of cruelty to children or animals, no part of the net earnings of which inures to the benefit of any private shareholder or individual, no substantial part of the activities - ATTACHMENT of which is carrying on propaganda, or otherwise attempting, to influence legislation (except as otherwise provided in subsection (h) ) , and which does not participate in, or intervene in (including the publishing or distributing of statements) , any political campaign on behalf of (or in opposition to) any candidate for public office. (4) (A) Civic leagues or organizations not organized for profit but operated exclusively for the promotion of social welfare, or local associations of employees, the membership of which is limited to the employees of a designated person or persons in a particular municipality, and the net earnings of which are devoted exclusively to charitable, educational, or recreational purposes_ (B) Subparagraph (A) shall not apply to an entity unless no part of the net earnings of such entity inures to the benefit of any private shareholder or individual. (51 Labor, agricultural, or horticultural organizations. 6 Business leagues, chambers of commerce, real-estate boards, boards of trade, or professional football leagues (whether or not administering a pension fund for football players) , not organized for profit and no .part of the net earnings of which inures to the benefit of any private shareholder or individual. (7) Clubs organized for pleasure, recreation, and other nonprofitable purposes, substantially all of the activities of which are for such purposes and no part of the net earnings of which inures to the benefit of any private shareholder. (8) Fraternal beneficiary societies, orders, or associations - (A) operating under the lodge system or for the exclusive benefit of the members of a fraternity itself operating under the lodge system, and (B) providing for the payment of life, sick, accident, or other benefits to the members of such society, order, or association or their dependents. (9) Voluntary employees' beneficiary associations providing for the payment of life, sick, accident, or other benefits to the members of such association or their dependents or designated beneficiaries, if no part of the net earnings of such association inures (other than through such payments) to the benefit of any private shareholder or individual. (10) Domestic fraternal societies, orders, or associations, operating under the lodge system - (A) the net earnings of which are devoted exclusively to religious, charitable, scientific, literary, educational, and fraternal purposes, and (B) which do not provide for the payment of life, sick, accident, or other benefits. (11) Teachers' retirement fund associations of a purely .local character, if - (A) no part of their net earnings inures (other than through payment of retirement benefits) to the benefit of any private shareholder or individual, and (B) the income consists solely of amounts received from public taxation, amounts received from assessments on the teaching salaries of members, and income in respect of investments. (12) (A) Benevolent life insurance associations of a purely local character, mutual ditch or irrigation companies, mutual or c,'Or Z°