a primer on bringing financial resources into cooperative extension examples

29
A PRIMER ON BRINGING FINANCIAL RESOURCES INTO COOPERATIVE EXTENSION EXAMPLES

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A Primer on Bringing Financial Resources into Cooperative Extension Examples. No. No. No. Over $5,000?. Yes. Yes. Yes. Over $5,000?. Yes. Yes. No. No. Examples. Funds from Federal, State, and Local Government Federally Funded Grant. No. No. No. Over $5,000?. Yes. Yes. - PowerPoint PPT Presentation

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Page 1: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

A PRIMER ON BRINGING FINANCIAL RESOURCES INTO COOPERATIVE

EXTENSION

EXAMPLES

Page 2: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 3: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from Federal, State, and Local Government

Federally Funded Grant

Page 4: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 5: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesFederally Funded Grant

The Wisconsin Nutrition Education Program brings in federal funding from the USDA National Institute of Food and Agriculture. SNAP-Ed (Supplemental Nutrition Assistance Program – Education) is a federal/state partnership that supports nutrition education for persons eligible for the Supplemental Nutrition Assistance Program (SNAP).

Funds are administered through a series of federal (144) accounts administered by UW-Extension.

The grants are applied for each year and are subject to specific timelines, deliverables, and financial reporting requirements.

Page 6: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from Federal, State, and Local Government

Contracts with Government Agencies

Page 7: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 8: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesContracts with a Government Agencies #1

County Contracts - Contracts exist between UW-Extension and most of the 72

counties. Contracts are set up on a cost reimbursable basis. The contracts specify requirements for both parties in the

agreement. Extension will provide programs in ANRE, CNRED, Youth development

and 4-H, and Family Living. The counties agree to pay the county share of salaries, provide travel

and other appropriate expenses to staff, office facilities, etc., and participate in the direction of the programs.

Page 9: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesContracts with a Government Agencies #2

CESA (Cooperative Educational Service Agency) 7, a government agency, contracts with Cooperative Extension based on funds provided by the US Department of Education.

Services to be provided by UW-Extension in support of the CHUMS (Calumet Heroes Uplift Mentors and Students) program are specified in the contract. The role of CESA 7 is also described in the contract.

The contract also specifies a term, a total dollar amount, contacts for each party to the agreement, and is signed by authorized representatives.

Page 10: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from Federal, State, and Local Government

Program Revenue, No Contract

Page 11: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 12: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesProgram Revenue from Federal, State or

Local Government funding, No Contract

Extension’s Local Government Center provides educational programming to local governments on topics including local government structures, laws, and procedures in the State of Wisconsin.

Page 13: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from External Organizations

Gifts

Page 14: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 15: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesGifts A local organization writes a check for $300 in

support of local youth development programming. There are no specifications as to what the funds should be used for and no financial reporting requirements.

Page 16: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from External Organizations

Program Revenue, No Contract

Page 17: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 18: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesProgram RevenueHonorarium An Ag agent receives a check for $200 for

speaking at a cranberry growers conference. The check is given freely by the organization hosting the conference.

Page 19: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Program RevenueFee for service, Private Good, No

Contract

A CNRED agent does some consulting work, helping a local business with its strategic planning process. The local business is invoiced $500 for the services.

Page 20: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesProgram RevenuePublic Good, No Contract United Way asks a local agent to give a

presentation at a workshop. United Way pays the Extension Office $50 for materials used in the presentation.

Page 21: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from External Organizations

Contracts

Page 22: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 23: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesContract with an External

Organization The National 4-H Council contracts with UW-

Extension for the development and enhancement of a Science day experiment kit. The contract specifies the services that UW-Extension will

deliver. It specifies the compensation the National 4-H Council will

provide. The term of the contract and its conditions are also specified. The contract is signed by an authorized representative of the

Board of Regents and an authorized representative of the 4-H Council.

Page 24: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from External Organizations

Grants

Page 25: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 26: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesGrant from an External

Organization

A county agent applies for a grant from an agriculture services organization to help fund costs for a summer student.

Cooperative Extension is not providing goods or services to the organization.

Page 27: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Examples

Funds from Educational Program Participants

Page 28: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

Source of FundsFederal,

State, or Local Municipality

Is there a defined scope of work, a specific budget,

and specified terms and conditions?

Program Revenue*

Are the funds being provided in exchange for

goods or services?

Grant

Contract

External Organization

Is there a defined scope

of work, a specific

budget, and specified terms and conditions?

Have the funds been provided in exchange

for goods or services?

Gift

Program Revenue*

Have the funds been provided in exchange for

goods or services?Contract

Grant

Educational Program Participant

Program Revenue*

No

No

No

No

No

YesYes

Yes

YesOver $5,000?

Over $5,000?

Yes

Page 29: A Primer on Bringing Financial Resources into Cooperative  Extension Examples

ExamplesEducational Participant Program

Revenue Program participant fees from regularly conducted

horticulture workshops are conducted in two counties.

The programs are ongoing and generate significant revenues.

The funds are deposited in a unique University funding string through the help of the district office.

Expenditures from the funding string are coordinated through the district office.