Partner Group Request Form

Berkeley Partners for Parks
P.O. Box 12521
Berkeley CA 94712

PARTNER GROUP REQUEST

Berkeley Partners for Parks is a 501(c) (3) nonprofit organization. Our mission is to:

  • Develop and cultivate wider community interest in the parks and other public amenities of Berkeley;
  • Encourage and support the organization of community groups to adopt and work for the welfare of parks and other public amenities in Berkeley; and
  • Provide fiscal sponsorship to groups that support our mission.

This document asks for some information about your organization (present or future) so that both of us can determine if we are a good fit. If a question doesn’t make sense, skip it. We anticipate a meeting between us before either of us makes a commitment.

Name of Group______________________________________

Please check all that apply: Active in Berkeley____ in furthering parks____, gardens____, paths____, creeks____, historic restoration____, public amenities____, recreation____, other related (specify) ______________________________________.

Purpose and Proposed Activities: Please tell us what you hope your group will accomplish. Is your present thinking that you will accomplish one project and then maintain that project at a lower level, or even disband? Or do you see your group taking on a series of projects or tasks and continuing indefinitely? _____________________________________________________
_________________________________________________________________
(Feel free to use another sheet of paper.)

Do you intend to pass all revenues and expenditures through BPFP? _____________________

How many volunteers do you hope to have in a year? _________ Volunteer hours?__________

About how much money do you hope to raise each year, or for your project?_______________
How do you expect to fund your work? Memberships? _____ Fundraising events? ________
Donations from individuals? _____ Other? ___________
Grants? (From public__ private__ governmental___ local?___ national?___sources)
Notes, comments:______________________________________________

Please identify people who are/will be involved in your activities. Note which one will be the Treasurer or fiscal contact.

Contact: Name

Address

Email Phone(s)

Contact: Name

Address

Email Phone(s)

Contact: Name

Address

Email Phone(s)

It is our practice to notify all listed contacts by email of monthly BPFP meetings and related events. Please let us know when contacts change.

When you have completed this questionnaire and looked at the Partner Group Principles and Practices (next page), we would like to meet with two or three of you to discuss your needs and, in general, how BPFP operates. Please call or email Ms Charlie Bowen at 510.540.7223 or charlie_paths@comcast.net. Thank you for your interest. We look forward to talking with you.

For more information about BPFP and its partner groups please visit our website at www.bpfp.org

BPFP AFFILIATION PRINCIPLES & PRACTICES–Alternative 1
FOR FULL PARTNER GROUPS


Your group agrees to:

  • Use all the funds collected for your activities for the purposes defined in your application or as you and we subsequently agree to change them.
  • Put all financial transactions through BPFP and document them properly.
  • Prepare and send letters of acknowledgement for donations you receive. (BPFP will keep you informed of the IRS requirements.)
  • Include a statement on written or web-based communications acknowledging your relationship with BPFP (e.g. fundraising materials, grant proposals, press releases, home page, etc.).
  • Keep BPFP informed when any of your primary contacts change.
  • Provide us promptly with a copy of any grant you receive or contract you sign.
  • Notify BPFP at least a week prior to sponsoring a special event if you wish insurance coverage for it.
  • Provide a brief narrative report to BPFP in October of each year, describing your activities during the previous year (which with your permission may be published in our annual newsletter).
  • Not hire an employee, nor engage an Independent Contractor for regular services nor engage a fundraiser or grant-writer without our prior approval.
  • Abide by IRS restrictions on political activity and lobbying. See the BPFP Political Activity Guidelines document for more information.
  • Pay annual membership dues plus an administrative fee for BPFP’s services to you. Currently the membership is $35/year and the fee is 5% of income from most sources. Because contracts with governments require so much more documentation and special handling, the fee is 10% for those contracts.
  • Endeavor to attend at least one BPFP Board and/or membership meeting each year (for information exchange and social benefits).

Berkeley Partners for Parks agrees to:

  • Permit you to use our Section 501(c) (3) tax-exempt status to solicit funds for your group.
  • Provide all accounting services including depositing funds you receive and preparing checks as you request and providing regular reports to you.
  • Create separate accounts as needed (e.g., for a contract or new project).
  • Handle all regulatory and tax compliance matters. We will handle reporting to the state and the IRS for any independent contractors you use.
  • Permit you to use our Seller’s Permit. We will prepare the sales tax report. We will provide Resale permits as requested.
  • Insure appropriate activities of your group under the terms of our liability policy.
  • Handle the necessary state registration and reporting for fundraising, including for raffles. You must inform us in advance of your activities in this area.
  • Provide whatever financial reporting is required by a grantor or donor. We will remind you of reporting deadlines as they approach.
  • Respond promptly to your needs for information, approvals, funds, etc.

BPFP AFFILIATION AGREEMENT–Alternative 1
FOR FULL PARTNER GROUPS 

We agree to the above statement of principles and practices. (Any item which we agree will not pertain to our relationship must be crossed out and initialed by both organizations.)

_____________________________/______________ __________________________/_______
For affiliate Date For Berkeley Partners for Parks Date

At a Board meeting held on ___________________ it was agreed that the purposes described in this document support the mission of Berkeley Parks for Parks, and it was moved, seconded and approved that ____________________________________________________ (new affiliate’s name) is accepted as a full Partner Group of Berkeley Partners for Parks.

_____________________________/__________
Secretary of BPFP Date

BPFP AFFILIATION PRINCIPLES & PRACTICES–Alternative 2
MODIFIED FOR LIMITED PARTNER GROUPS

Your group agrees that with respect to the specific purpose(s) stated in your application you will:

  • Use the funds you collect for the purposes defined in your application or as you and we subsequently agree to change them.
  • Put all financial transactions for these specific purposes through BPFP and document them properly.
  • Prepare and send letters of acknowledgement for tax-deductible donations you receive. (BPFP will keep you informed of the IRS requirements.)
  • Include a statement on all communications related to these specific purposes acknowledging your limited relationship with BPFP
  • Keep BPFP informed when any of your primary contacts change.
  • Provide us promptly with a copy of any grant you receive or contract you sign related to the specific purpose(s) of this agreement.
  • Notify BPFP at least a week prior to sponsoring a special event if you wish insurance coverage for it.
  • Provide a brief narrative report to BPFP in October of each year, describing your affiliate activities during the previous year (which with your permission may be published in our annual newsletter).
  • Not hire an employee, nor engage an Independent Contractor for regular services nor engage a fundraiser or grant-writer who would be paid from these funds without our prior approval.
  • Abide by IRS restrictions on political activity and lobbying. See the BPFP Political Activity Guidelines document for more information.
  • Pay annual membership dues plus an administrative fee for BPFP’s services to you. Currently the membership is $35/year and the fee is 5% of income from most sources. Because contracts with governments require so much more documentation and special handling, the fee is 10% for those contracts.
  • Prepare and submit whatever organizational and tax returns you are responsible for, including as income the amounts BPFP pays to or for you for the covered purpose(s).
  • Endeavor to attend at least one BPFP Board and/or membership meeting each year (for information exchange and social benefits).

Berkeley Partners for Parks agrees to:

  • Permit you to use our Section 501(c) (3) tax-exempt status to solicit funds for the specific purpose(s).
  • Provide all accounting services for such funds, including depositing funds you receive and preparing checks as you request and providing regular reports to you.
  • Create separate accounts as needed (e.g., for a contract or new project).
  • Handle all regulatory and tax compliance matters related to the specific purpose(s).
  • Permit you to use our Seller’s Permit for the special purpose(s). We will prepare the sales tax report and will provide Resale permits as requested.
  • Insure appropriate activities of your group under the terms of our liability policy.
  • Handle the necessary state registration and reporting for fundraising, including for raffles, for the specific purpose(s). You must inform us in advance of these activities.
  • Provide whatever financial reporting on specific purposes that is required by a grantor or donor. We will remind you of reporting deadlines as they approach.
  • Respond promptly to your needs for information, approvals, funds, etc.

BPFP AFFILIATION AGREEMENT–Alternative 2
FOR LIMITED PARTNER GROUPS

________________________________ is a legal entity, EIN _______________, and remains fully and independently responsible for all activities except those described in this agreement. We agree to the above statement of principles and practices for the specific purpose(s) proposed in this document. (Any item which we agree will not pertain to our relationship must be crossed out and initialed by both organizations.)

_____________________________/______________ __________________________/_________
For Partner Group/Date
For Berkeley Partners for Parks/Date

At a Board meeting held on ______________________________________ it was agreed that the specific purpose(s) described in this document support the mission of Berkeley Parks for Parks, and it was moved, seconded and approved that ______________________________________________
(limited Partner Group’s name)

is accepted as a limited Partner Group of Berkeley Partners for Parks. A limited Partner Group has the same rights and privileges as a full Partner Group with respect only to the one or more specific purposes described in this document.

_____________________________/__________
Secretary of BPFP Date

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