HomeMy WebLinkAboutC24300 CSUSB - ATHENA PD Scholarship FundContract No. C24300
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CITY OF PALM DESERT
Community Services Division
Staff Report
REQUEST: REQUEST FOR APPROVAL OF PALM DESERT ATHENA
SCHOLARSHIP AWARD AGREEMENT BETWEEN THE CITY OF
PALM DESERT AND CALIFORNIA STATE UNIVERSITY, SAN
BERNARDINO
SUBMITTED BY: Patricia Scully, CFEE, Senior Management Analyst
DATE: September 8, 2005
CONTENTS: Subject Agreement
RECOMMENDATION:
By Minute Motion, approve an agreement between the City of Palm Desert and California State
University at San Bernardino to establish the Palm Desert Athena Scholarship Fund.
EXECUTIVE SUMMARY:
For the past three years, the City of Palm Desert has served as the sponsor of the Palm Desert
Athena Award, which includes the granting of scholarships to deserving students enrolled at
California State University, San Bernardino (CSUSB).
BACKGROUND:
The Athena Foundation is an international organization that supports, develops, and honors
women leaders by inspiring them to achieve their full potential and create a balance in
leadership worldwide. Three years ago, the City of Palm Desert assumed responsibility for
administering this program in the local community, which focuses on the personal traits of
strong, successful leaders who capture the spirit and collaborative leadership style often
exemplified by women leaders, while also recognizing the importance of traits such as
courageous acts and fierce advocacy in the pursuit of excellence. The Athena Foundation
gives local sponsors the latitude to organize their programs in the manner which best suits
specific communities. When the City assumed the sponsorship role for the Palm Desert
Athena Award, it was determined that a scholarship component would be attached to the
annual recognition ceremony. The manner in which the awards have been administered in the
past has required that recipients pay income tax on the scholarships, as the City has simply
made them payable directly to recipients. In order for CSUSB to effectively administer this
award in a manner that meets the criteria of all others associated with public institutions in the
Contract No. C24300
CITY COUNCIL STAFF REPORT
SEPTEMBER 8, 2005
RE: PALM DESERT ATHENA SCHOLARSHIP AWARD AGREEMENT BETWEEN THE
CITY OF PALM DESERT AND CALIFORNIA STATE UNIVERSITY, SAN
BERNARDINO
State of California, the attached agreement is necessary. Approval of this agreement will allow
the City of Palm Desert to fund scholarships through CSUSB in the future without becoming
involved in the issuing of year-end statements to recipients and reporting these awards to the
Internal Revenue Service for taxation purposes.
Therefore, staff recommends that the City Council approve the subject agreement, which will
establish the Palm Desert Athena Scholarship Fund.
PATRiCIA SCULLY, CFEE
SENIOR MANAqEMENT ANALYST(/
SHEILA R. GILLtGAN
ACM/COMMUNITY SERR I ES
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PAUL S B�
E OCJ��O FINAN DIRE R/CITY TREASURER
CARLOS L. ORTEGA
CITY MANAGER
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Contract No. C24301
PALM DESERT ATHENA FUND
SCHOLARSHIP AGREEMENT
The Palm Desert ATHENA Committee does hereby contribute to the
Foundation for California State University, San Bernardino (CSUSB) the amount
of $5,250 to establish the Palm Desert ATHENA Scholarship on October 26,
2005.
RECITALS
Whereas, the City of Palm Desert desires to promote higher education for
the students of California State University, San Bernardino; and
Whereas, the City of Palm Desert recognizes the importance of
universities and the role they play in providing higher education for individuals;
and
Whereas, the Foundation for California State University, San Bernardino
(CSUSB), a non-profit 501(c) 3 corporation, has been formed to assist CSUSB in
conducting its mission of providing higher education services; and
Whereas, the City of Palm Desert wishes to provide funding to the
Foundation for CSUSB for the purpose of providing scholarship funds for CSUSB
students.
Now, therefore, it is agreed as follows:
This scholarship is to provide funds to help meet the cost of education — fees,
books, expenses, room and board — for students who meet the following
scholarship criteria:
Student enrolled at the California State University San Bernardino
Minimum G.P.A. of 3.0
The City of Palm Desert prefers to have two (2) awards distributed annually. The
City understands that this scholarship will be closed out once all of the funds are
expended through awarding of scholarships.
All funds contributed to the University for scholarships are administered through
the Foundation for CSUSB. A 5% administrative overhead fee is charged on all
gifts administered by the Foundation of CSUSB at the time of deposit.
Contract No. C24300
Palm Desert Athena Fund
Scholarship Agreement
Expendable scholarships are publicized campus -wide beginning in January of
each year. Applications are reviewed by the Palm Desert ATHENA Committee
and administered by the CSUSB Financial Aid Office.
If the terms of the agreement cannot be met for any reason, the Foundation, on
behalf of the University, reserves the right to make the necessary changes so
that the monies can be awarded. The Foundation, on behalf of the University,
reserves the right to make the final decision in awarding scholarships.
The Foundation will advise the University to include this gift commitment in any
appropriate internal reports and fundraising materials that list donors, unless the
donor specifically requests anonymity.
The Scholarships shall be named as follows:
1) Norine Bowen Scholarship
2) Waste Management of the Desert Scholarship
The City of Palm Desert hereby accepts these guidelines for the establishment of
the Palm Desert ATHENA Committee.
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260
By:
Carlos L. Orteg@Xity Manager
Date:
Approved as to form:
David J. Erwin, City Attorney
The Foundation for CSUSB
In
James Sando, Executive Director
Date:
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