Application Standards Checklist

Transcription

1 Company/Organization Name 2014 Spirit of North Carolina Campaigning for Excellence Application Form ( CenterPoint Human Services Address 4045 University Parkway Name of Person Completing this Application Cheryl Jeffries Name of Sponsoring United Way of Forsyth County United Way United Way Contact for Questions Don Wasowski Phone Phone City/State Winston Salem NC Metro Size 3C Zip Does the company know a Spirit Application has been submitted on their behalf? Yes No STANDARDS OF EXCELLENCE Below is a checklist of the components of the application. Please complete each standard, in addition to the Organizational Overview, with as much detail as possible. Each Standard is worth up to five (5) points unless designated with an asterisk (*). Designated Standards are worth up to ten (10) points. ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED AS IS! Please do not add borders, headings, color, or make any changes to this form. Application Standards Checklist Volunteer Culture Partnership with Community CEO/Senior Leadership Involvement and Giving Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts Employee Campaign Coordination, Incentive and Recognition Overall Per Capita Gift Participation Level Heads up: two new items! Please do not add pictures to the Standards Text Box. Instead, attach separate page with pictures labeling the corresponding Standard. (Attachment 1) You may also submit a DVD or attach a Video for viewing by the Selection Committee. The video should not exceed 3 minutes. Please send any DVDs to Anita Barker, 875 Walnut Street, Suite 150B, Cary, NC DVD s must arrive on or before January 20, 2015.

2 AWARD CATEGORIES Organization Employee Size Check the appropriate box for this application submission. Type of Organization Check the appropriate box for this application submission. Up to 50 employees employees employees employees employees employees employees employees employees Financial/Banking Institutions Manufacturing Business Campaign City/ County Municipality Higher Education School Campaigns Hospital/ Health System Retail Not-for-Profit Agency - 501(C)3 Professional Services (small business,partnerships,llc, accounting, architect, engineering firm, attorneys, etc.) To certify the contents of this application, the signature of the nominating United Way CEO or his/her direct designee must be obtained. An from the United Way may accompany the application submission stating that it has been reviewed and approved if electronic signature is not available. United Way CEO/Designee Name: Don Wasowski don.wasowski@uwforsyth.org

3 Organizational Overview This information will be used during the Awards Ceremony for winning companies. Describe the mission, vision and philanthropic culture of your organization: CenterPoint Human Services is a state-mandated Local Management Entity and Medicaid funded Managed Care Organization in charge of overseeing the delivery of publicly-funded mental health, developmental disabilities and substance abuse services in Forsyth, Stokes, Davie and Rockingham Counties. CenterPoint works closely with community partners,advocates and service providers to address the service needs of the people and communities we serve. Mission: CenterPoint Human Services is a managed care organization responsible for assuring that accessible, quality and accountable care is available for those with mental health, intellectual and developmental disabilities and substance abuse challenges. Vision: CenterPoint Human Services will become the best practice public model of managed care for exceptional and compassionate oversight of the provision of care for those with mental health, intellectual and developmental disabilities and substance abuse challenges. Values: We will live out our mission by: Respecting and valuing all individuals Serving individuals and families with compassion and care Maintaining an unwavering commitment to high quality care given by our provider network Being responsible stewards of the funds entrusted to us Describe ONE unique and meaningful event, activity, or communication that ignited the success of your campaign: (This will be shared at the Awards Banquet if selected as a winner) The big event this year CenterPoint had was the Chili Luncheon for employees to give a donation which also paid for their lunch for the day! We had more participation than ever because of more activities this year! (see list below). It helped us also to meet/exceed our overall company goal! This is an event which we will consider to do each year to help boost donations and support to United Way! 1. Chili Lunch 2. 50/50Raffle 3. Halloween Costume 4. Favorite Sports Team 5. Guessing Game Guess the number of M&M 6. Ice Cream Social 7. Pancake Breakfast 8. Wake Forest Ticket Raffle List 3 bullet-points highlighting numeric campaign successes: (This will be shared at the Awards Banquet if selected as a winner) (i.e., dollars raised, % increase over previous year, # of leadership givers, etc.) + 9% increase in overall $ s on this year s campaign Employee giving $ s increased for the 3 rd consecutive year Special events $ s increased by +500% reflecting additional fundraising activities

4 Standard 1 - Volunteer Culture Describe how volunteerism fits into the organization s philanthropic mission. Include specific volunteer activities (listing recipient organizations) and, if possible, provide number of employees, volunteer hours and dollar value of volunteer participation. (Estimated value of volunteer time for 2013 is $22.55 per hour) Include organizational incentives for participating in community volunteer activities. Up to 5 points We are community-minded and give a minimum of 150 hours each year to volunteer in the community. Usually the majority of the hours are dedicated to helping with the United Way campaign as well as volunteering time to a local Habitat for Humanity. Our steering committee is strongly considering doing a day of caring project. We also promote all the United Way affinity groups, Young Leaders United, Women s Leadership Council and Leadership Circle which all involve volunteering within the community. Care Coordination Department had a food drive for local shelters.

5 Standard 2 Partnership with community to raise awareness of needs and foster a spirit of giving Describe the organization s philanthropic relationship with the community. Document specific rallies, events, or programs which generate enthusiasm for community involvement and support. Unique partnership and awareness activities should be highlighted such as specialized meetings, tours, speakers and fairs. Activities which have positive results for year-round engagement should be cited as well. Up to 5 points Each year CenterPoint partners with providers, nonprofits and community businesses to sponsor FUNday at Central Park in King. FUNday began in 2006 with the simple idea of hosting a special day in which clients and families could forget about their day-to-day challenges and just have FUN with other people from their community. With the help of the Mental Health Association in Stokes County and many volunteers, FUNday exploded into a totally FREE, totally FUN event that has become a family tradition. Last year, CenterPoint partnered with Unlimited Success, an affiliate of Partnership for a Drug-Free NC and more than twenty organizations to provide a day of food, entertainment and fun activities for all ages. In May each year CenterPoint hosts an event at its facility recognizing National Mental Health Month. The event is a community collaboration of various local agencies and organizations involved in the mental health field. Annually in November CenterPoint hosts a Provider Fair which is designed to provide access and supply information to the public about the various services available in terms of mental health, developmental disabilities and substance abuse.

6 Standard 3 - CEO/Senior Leadership Involvement and Giving Given that Leadership participation is a Best Practice item: Describe how senior leadership (CEO/Direct reports) hosts, manages, organizes, participates in, and influences philanthropy, community support, and campaign activities. Describe how company leadership in general promotes a culture of giving. Specific events that are sponsored (and led) by the leadership team should be noted. Complete the leadership giving table below. Up to 10 points* A gift of $1000 or more is considered a leadership gift. Betty Taylor, Area Director/CEO has always been a strong United Way supporter. As the leader of CenterPoint, Taylor encourages all employees to give what they can and to participate in as many fundraising events as possible. This year she challenged the United Way Committee to develop additional fundraising opportunities which resulted in a +500% increase in special events $ s vs In addition to her normal support, she is also a member of the United Way of Forsyth County Women's Leadership Council. This is a strong council that enables engages and empowers women in the community. Their main focus is to increase the high school graduation rate. This is Betty Taylor s 5 th year in the Forsyth County Women s Leadership Council. Dr. Stephens Bronze Leader. This year Dr. Stephens addressed the employee kickoff meeting for the campaign with a strong message. Both Betty Taylor and Dr. Stephens were active participants throughout the campaign- - - including coming in costumes for the Halloween event!! Year Total Number of Givers Number of Leadership Givers % of Leadership Givers Percent Change % 0 % % -33 % % 0% UW % of Leadership Givers number of leadership givers divided by the 2014 total number of givers UW Leadership Givers % Change number of leadership givers minus the 2013 number of leadership givers divided by 2013 number Use a plus or minus sign to show a positive or negative % change.

7 Standard 4 - Corporate or Foundation Contributions and Other Non-traditional and In-kind Gifts/Support State where management places the United Way Campaign within its prioritization of activities. List specific sponsorships, resources, materials, loaned executives, advertisements, videos (YouTube as an example). List specific social media activities/events/activities. Please complete the Corporate Gift table below. Up to 5 points. CenterPoint is a Local Management Entity/Managed Care Organization (LME/MCO)/public entity and not able to give a corporate donation or any type of resources. However, we do give our time and collaborate with agencies who are partners with United Way such as the following: o Mental Health Association of Forsyth County o Centers for Exceptional Children o Community Care center o Partnership for a Drug Free NC United Way is the only organization wide fund raising campaign for CenterPoint Human Services employees each year. Our giving spirit is aligned with our corporate philosophy. At CenterPoint we are- - - People in Partnership Making a Difference Year Corporate Gift Percent Change 2014 $ % 2013 $ % 2012 $ Percentage change example: 2014 minus 2013 divided by Use a plus or minus sign to show a positive or negative % change.

8 Standard 5 Employee campaign coordination, incentive and recognition Describe the work of the campaign coordinator and/or committee and list specific activities, decisions and events. Share specific incentives used in the campaign and how employees were recognized within the workforce for their contributions. Up to 5 points United Way Champions: United Way Champions, Cheryl Jeffries, Wenna Phelps, and Christine Mabe are the main contacts for United Way. Primary responsibilities: Build a committee, act as mediator between Betty Taylor, Area Director/CEO and the Planning Committee, answer employee questions, serve as a point of contact for all employee activities, and assist in anything needed regarding the campaign. Our new United Way Department Champions were instrumental in increasing employee awareness and building momentum to a successful campaign FUN raising challenge. Steering Committee Members: Each year we have very dedicated employees who served as Steering Committee Members. Their primary responsibilities included: constantly communicate with all employees, assist and give ideas to employees for fundraising, answer employee questions, serve as a point of contact for all employee activities, and assist in anything needed regarding the campaign. Our Steering Committee is very creative and likes to think "out of the box." They are truly committed to the United Way and its mission! The committee is always very creative with their campaign theme as well as coordinating creative campaign events and activities! Incentive Administrative days off are offered for donation giving

9 Standard 6 - Overall Per Capita Gift Describe what employee, leadership, workplace, or community issues made a difference this year in per capita giving by employees. (Note: If campaign results increased (or decreased) by a measurable amount, it is expected that those changes were driven by some recognizable improvement or change. Example: Instituted specific goals by department for the first time equal to the corporate campaign objective which generated enthusiastic and competitive environment. Complete the employee giving and per capita giving table below. Up to 10 points* Total annual employee dollars increased over 2013 and number of donors held. Per capita $ s dropped slightly due to an increase in the number of employees vs. last year Special events and fundraising activities generated increased awareness and laid a framework for future participation. Year Total Employee Giving Amount $18721 $18469 $16860 Percent Change Total No. of Full-time Employees Employee Per Capita Percent Change +1% 210 $89-6 % +10% 197 $95 +8 % +11% 192 $88-51% Percentage change example: 2014 minus 2013 divided by Per Capita Gift: Total Employee giving Amount divided by the Total Number of Employees Use a plus or minus sign to show a positive or negative % change.

10 Standard 7 Participation Level It is important that each employee have an opportunity to support their community through participation in the United Way campaign. How does the company make an effort to ensure all employees have an opportunity to participate? (List specific items) Does the company provide a new hires program to provide employees an immediate opportunity to give? (List specific initiatives) Describe any outreach efforts for retirees to give back to the community through United Way participation. Complete the employee giving and participation table below. Up to 10 points* Participation has been above Community Average, 50%, for the past three years. o 2014: 76% o 2013: 82% o 2012: 56% This year s specific Department Champions generated greater interest and awareness of the overall campaign. Year Total Number of Employees Percent Change Total Number of Givers Percent Change Percent Participation % 160-1% 76% % % 82% % % 56% Employee % change number of employees minus 2013 number of employees divided by 2013 number Givers % Change 2014 number of givers minus 2013 number of givers divided by the 2013 number

11 Halloween (std.3) Fun Day (std.2) Fun Day (std.2)