HomeMy WebLinkAboutPFM092506CENTRAL POINT PARKS & RECREATION
FOUNDATION 1VIEETING 1VIINUTES
Septe~-ber 25, 2006
REGULAR MEETING CALLED TO ORDER
The meeting, was called to order at 6:08 pm.
11. ROLL CALL AND INTRODUCTIONS
Members Present: Jim Harleman, John Beck, Eleanor Holbrook, Richard Halley
(Council Liaison), Kerry Bradshaw, Neil Olsen, Patricia Alvarez
Staff Present: Katherine Boxer, Executive; Matt Samitore, Development Services
Coordinator; Jennifer Boardman, Program Analyst; Dave Jacob, Interim Parks and
Recreation Coordinator; Charlene Weston, Recreation Technician; Shelly Brown,
Secretary
III. ELECTION OF OFFICER(S)
There was no election of new officer(s). AVice-Chairman is currently needed and this
will be addressed at the next meeting. It was noted that Mr. Harleman will be stepping
down as Chairman at the end of December and the Vice-Chairman will become
Chairperson.
IV. MINUTES
The Board reviewed and approved meeting ,minutes for June 27, 2006.
V. STAFF REPORTS
(a) Finance Report
Central Point Parks ~ Recreation Foundation Treasurer, Jill Turner, presented
the Foundation Revenue and Expenditure Report for the period of July 1, 2006 to
date. Total revenue to date is $20,343.87, expenditures to date are $8,525
leaving a bank balance of $11,818.87.
Ms. Tumer presented the Balance Sheet for the period of July 1, 2006 to date
and defined how funds have been used. Balance to date is $11,818.87,
matching current bank balance. $6,818.87 of this balance has been designated
to the Skateboard Park, memorial bench in Forest Glen Park, Art and Science
Camp scholarships and Day camp Scholarships. The remaining $5,000 (from
the Gordon Elwood Foundation) is to be used in future board development and
fund raising development.
(b) Grant Update
Ms. Boxer reported the State of Oregon has granted $50,000 for matching funds
towards the development of Blue Grass Downs. The grant was given to the City
of Central Point as the grant proposal was submitted by the City. The grant
contract has been signed, the money has not been received as yet, but is
forthcoming.., There are requirements for receiving the money that we have the
park construction completed by certain dates and we will be sending the state
updated reports.
Parks and Rec Foundation
Meeting Minutes
September 25,'2006
Ms. Boxer amended Ms. Turner's report by stating The Carpenter Foundation
awarded $5000. We have received $2,500 to date and will be receiving another
$2,500. The Gordon Elwood Foundation has awarded $10,000 for a fundraising
plan. They are giving $5,000 this year and $5,000 next fiscal year as we
conclude the development of the fundraising ,plan.
We have applied for a few other grants. One of the challenges with grant writing
is being successful every time. Not only do you have to provide the requested
information for the specific project with great detail, but you have to make sure
you are requesting the appropriate or acceptable amount of money. that is
traditionally given by the foundation you are asking support from. It also depends
on who you are competing with for the grant(s). Our track record is good so far.
As staff time allows, we will continue to apply for grant funding to enhance
recreation programs and scholarships, as well as future capital items.
(c) Fundraising Ideas and Planning
Ms. Boxer gave a Power Point presentation on Foundation Development
• We hope to have a consultant who specializes, in fundraising at the next
meeting.
• We've had fairly significant transition in both members of our Non-Profit
Foundation Board as well as the Parks and Recreation Commission.
• The Non-Profit Foundation was established in 2005.
• Things we need to discuss are what we want the goals of the Foundation
to be other than enhancing funding opportunities for the City and Parks
and Recreation, but also what specific goals we wish to achieve and what
are those objectives and what are the action items associated with those
objectives. A study session is needed to focus on these items to better
understand the direction we want to go and what types of financial
objectives for operations of the organization and getting the funds to
support the goals and objectives.
• Within any strategic session there is identification of timelines and who is
responsible for them. As we get a better sense of how much money we
want to try to bring in and the different ways to bring in funding, we will
need to look at what are our internal staff resources to help accomplish
these goals and what kind of support might we get from the non-profit
board in these actions.
• The Foundation does not have a brochure. That is one of our next steps.
We want to integrate what we come up with in our strategic planning into
the brochure. We also want to develop .materials for presentations to the
community to get our fundraising activities established and going.
Presentation materials will vary from formal Power Point presentations to
large groups to private individuals and families that might be thinking of
estate planning,,
• An Annual Report is a good vehicle to present what has been
accomplished in the last year by an organization. It is good to point our
monies that have been awarded and how they were distributed in detail.
We want to talk about any other activities that we've conducted, grant
monies received and :other :partnerships that have been developed. In
our promotional materials, we want to develop the categories for what
people. can do to help us in the enhancement of Parks and Recreation
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Parks and Rec Foundation
Meeting Minutes
September 2S, 2006
programs.
• In our promotional materials, we want to develop the categories that
people can contribute to. We must be specific with each project,
providing examples so that when the material goes out to the community,
they have a good understanding of what they can potentially contribute to.
We want to assign .costs for various types of donations.
• The ultimate goal of the Gordon Elwood Grant is to make our non-profit
foundation relatively self-sustaining. We figure out how to generate our
own monies without having to go back to the same organizations year
after year requesting funding.
• The consultant that does work locally can take up to a year to work with a
board. We want to shorten that time.
• The next steps in the Foundation Development are to develop a strategic
fundraising ,plan with a planned session date with the non-profit board and
the consultant. Staff will be working on the other elements mentioned
above such as the brochure, categories for donations, etc. Another
aspect of is to develop a community kick-off event for the Foundation to
make the public aware that this organization .does exist and this is what is
can do with community support. There are a variety of different types of
events to consider. Ms. Boxer will contact the fundraising consultant to
see when she will be available for a strategic plan session. Ms. Boxer
also mentioned to the board to inform her if they. know of any, other
consultants available for this type of action for contingency purposes.
The strategic plan process is rigorous. The board seems in support of a
meeting at 4:00 p.m. on a weekday in late November. Not on Monday or
Tuesday, or the 3`d Wednesday of the month. We will look at some dates
that will work with this time frame and send them out with the minutes of
this meeting.
(d) Kick-off Event Discussion
Mr. Harleman suggested discussion of the kick-off event should take place during
the Foundation's strategic planning session with the consultant present. In the
meantime, board members can focus on their individual ideas for akick-off event
to present at the session.
VII. OTHER BUSINESS
There-was no other business.
Vlil. NEXT MEETING DATE
The next Central Point Parks and Recreation Foundation meeting will be December 21,
2006 at 6:00 p.m.
VX. ADJOURNMENT
The meeting was adjourned without objection at 7:00 p.m.
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