Fund Distribution

United Way of Ocean County’s Allocations Cycle

Each spring, United Way of Ocean County begins the allocations cycle.  UWOC conducts a competitive RFP process which is open to all Certified Agencies.   Agencies can apply for UWOC to fund a program which falls under one of the Community Impact areas focusing on Education, Income or Health.

The Board of Directors and staff of United Way of Ocean County are committed to ensuring that the allocations process results in a distribution of resources that will enable the agencies to make a measurable difference in people’s lives.

This Year's Allocations Process:

The annual agency meeting/training will take place Tuesday, May 24, 2011, from 10:00 am to 12:00pm. It will be at the Presbyterian Church of Toms River at 1070 Hooper Avenue in Toms River. As in the past, this meeting is mandatory for all certified agencies who will be applying for funds through our 2011 Fund Distribution Process. Each agency should bring two staff representatives including the person who will be responsible for writing and/or approving submission of the application. On May 24th, we will update you on this year's application process including a review of the application forms and procedures.

Attached below is a copy of our 2011 Fund Distribution Timeline. Please note that the deadline for 2011 grant applications will be Tuesday, July 19th at 4:00 pm, received at our United Way of Ocean County office. Email submissions will not be accepted.

Also attached below is the updated 2011 Annual Certification Documentation Requirements. The deadline for submission of these materials will also be Tuesday, July 19th at 4:00pm. Please note that submission of these updated documents is REQUIRED in order to apply this year for funding consideration. Please note two changes to this list:

1. You are now required to annually submit your agency's completed IRS Form 990.
2. You are required to submit a CURRENT verification of your agency's tax exemption status. Please note that many of our certified agencies are submitting an original or old exemption letter in error. We require verification each year that your organization currently meets federal requirements.

If you have any questions concerning these documentation requirements, please contact UWOC as soon as possible at (732) 240-0311. Submission of these documents early is encouraged.

2011 Fund Distribution Timeline
2011 Required Annual Certification Documentation

All 2011 Agency Application Documents are now posted under Publications

United Way of Ocean County

Fund Distribution Mission Statement

The mission of the fund distribution committee of the United Way of Ocean County is to prioritize human needs, promote the effective and efficient use of resources to address those needs, encourage inclusiveness, emphasize prevention, and assess the impact of services.

Our supporting values:

PRIORITIZE HUMAN NEEDS

• PRIORITY SENSITIVE
Funds will be directed to the most pressing community needs that are appropriate for the United Way response. The process will be guided by clear priorities arrived at through planning, needs assessment and policy decisions relating the community’s changing needs and resources.

• RESPONSIVE
The process will be responsive to donors, volunteers, providers, recipients of service, and the community by involving these diverse groups in decision-making as we respond to the community needs.

• FAIRNESS
Funds will be allocated fairly and impartially with the betterment of the broad community in mind. The fund distribution system needs to be viewed as “fair” by the participating agencies, by contributors and the community.

PROMOTE THE EFFECTIVE AND EFFICIENT USE OF RESOURCES

• EFFICIENCY
The United Way will encourage agencies to continuously monitor management practices to ensure the effective and efficient use of resources.

• FOSTER SELF-SUFFICIENCY
United Way will encourage agencies to seek diverse sources of funding.

• COLLABORATION
United Way will encourage agencies to collaborate. The fund distribution system will promote such behavior.

• NOT INTRUSIVE OF AGENCY MISSIONS
Situations where agencies must reshape their mission in order to obtain new or additional funds will be avoided.

ENCOURAGE INCLUSIVENESS

• INCLUSIVE
United Way will encourage inclusion of all segments of the community ensuring broad-based participation in the decision making and implementation processes, and require participating agencies to be inclusive, diverse and nondiscriminatory in all aspects of their operations.

EMPHASIZE PREVENTION

• PREVENTION
The process will emphasize prevention by addressing root causes of problems before they occur.

ASSESS THE IMPACT OF SERVICES

• ACCOUNTABLE
United Way and its participating agencies will account to the community how funds are distributed to address community needs.

• PROGRAM IMPACT
United Way will support programs that effectively demonstrate impact on the needs being addressed.
<2011 Agency Application Documents are now posted under Publications