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HomeMy WebLinkAboutC24307A - 2013 PD Athena Scholarship Award Agmt �` � CITY OF PALM DESERT SPECIAL PROGRAMS DEPARTMENT STAFF REPORT REQUEST: REQUEST FOR APPROVAL OF 2013 PALM DESERT ATHENA SCHOLARSHIP AWARD AGREEMENT BETWEEN THE CITY OF PALM DESERT AND CSUSB PHILANTHROPIC FOUNDATION (Contract No. C24307A) SUBMITTED BY: Frankie Riddle, Director of Special Programs DATE: March 28, 2013 CONTENTS: Subject Agreement � Recommendation By Minute Motion: 1) Approve an agreement between the City of Palm Desert and the CSUSB Philanthropic Foundation, to establish the 2013 Palm Desert ATHENA Scholarship Fund; 2) authorize the City Manager to sign said agreement on behalf of the City of Palm Desert. Executive Summary For the past ten years, the City of Palm Desert has served as the sponsor of the Palm Desert ATHENA Awards, which includes the granting of scholarships to deserving students enrolled at California State University, San Bernardino — Palm Desert Campus (CSUSB). Backqround 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. Ten 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 Awards, it was determined that a scholarship component would be attached to the annual recognition ceremony. The manner in which the awards had been administered in the past required that recipients pay income tax on the scholarships, as the City simply made them payable Staff Report 2013 Palm Desert ATHENA Scholarship Award Agreement (Contract No. C24307A) March 28, 2013 Page 2 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 State of California, the attached agreement is necessary. This agreement will allow the City of Palm Desert to fund scholarships through CSUSB without becoming involved in the issuing of year-end statements to recipients and reporting these awards to the Internal Revenue Service for taxation purposes. Although the original agreement was approved by the City Council in 2005, it provided that the scholarship would be closed out once all of the funds were expended through awarding of scholarships; therefore, a new agreement must be signed each year. For each of the past several years, Burrtec Waste and Recycling Services (formerly Waste Management of the Desert) has generously donated funds to be presented to one deserving student at CSUSB — Palm Desert Campus. Burrtec has agreed to fund the 2013 scholarship in the amount of$3,500, which will be named for that organization. Staff recommends that the City Council approve the subject agreement, which will establish the 2013 Palm Desert ATHENA Scholarship Fund at CSUSB — Palm Desert Campus. Fiscal Analvsis Approval of the subject agreement will have no fiscal impact, as the scholarship itself is completely funded by Burrtec Waste and Recycling Services, and the 5% administrative fee charged by CSUSB ($175.00) is paid for by the income generated from the luncheon. Submitted by: / / '�/�^�_ � l�. Frankie Ri le Paul S. Gibson Director of Special Programs Director of Finance Approval: /� CITY COUNCIL ACTION APPROVED_._✓ DF.NIF.D RECE[VED OTHER hn M. Wohlmuth ity Manager MEETI G DATE `� � � AYF.S: -� �� Nors:�� ABS�NT: ,�.��� ABSTAIN: VERIFIED BY: a Original on File with City Clerk's O �ce Contract No. C24307A 2013 PALM DESERT ATHENA SCHOLARSHIP AGREEMENT The City of Palm Desert does hereby contribute to the CSUSB Philanthropic Foundation (the Foundation) the amount of $3,675.00 to establish the Palm Desert ATHENA Scholarship on October 30, 2013. RECITALS Whereas, the City of Palm Desert desires to promote higher education for the students of California State University, San Bernardino (CSUSB); 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, 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 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 understands that this scholarship will be closed out once all of the funds are expended through awarding of scholarships. All funds contributed to CSUSB for scholarships are administered through the Foundation. A 5% administrative overhead fee is charged on all gifts administered by the Foundation at the time of deposit. 2013 Palm Desert ATHENA Scholarship Agreement Contract No. C24307A 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 CSUSB, reserves the right to make the necessary changes so that the monies can be awarded. The Foundation, on behalf of CSUSB, reserves the right to make the final decision in awarding scholarships. The Foundation will advise CSUSB to include this gift commitment in any appropriate internal reports and fundraising materials that list donors, unless the donor specifically requests anonymity. The Scholarship shall be named as follows: Burrtec Waste and Recycling Services Scholarship The City of Palm Desert hereby accepts these guidelines for the establishment of the Palm Desert ATHENA Scholarship. City of Palm Desert CSUSB Philanthropic Foundation 73-510 Fred Waring Drive Palm Desert, CA 92260 By: gy; John M. Wohlmuth, City Manager Signature Ron Freemont, Executive Director Date: Date: Approved as to form: David J. Erwin, City Attorney 2