When a funding application arrives at the United Way office, it goes through an extensive review process.

Step 1 – Receipt by the United Way
A staff member:

• Checks to see that the applicant meets the basic eligibility requirements
• Checks to make sure the application has been properly completed and includes all the necessary attachments
• Notifies the applicant if the application is incomplete or does not include all the necessary attachments

Step 2 – Review by Volunteer Review Teams
Two volunteers from the Fund Distribution Committee are randomly assigned to review each funding application over $10,000. Their tasks include:

• Reviewing the written applications
• Visiting program sites
• Assessing proposals in relation to the Philosophies & Principles framework
• Reviewing research profiles, which have been prepared by the Social Planning Committee to verify whether the program addresses an identified service gap/issue
• Rating the application

Step 3 – Review and recommendation by Fund Distribution Committee
The Committee:

• Reviews the ratings for all fund applications
• Considers the funding availability according to campaign projections
• Recommends approval of either the full or a reduced funding amount, or declines the application

Step 4 – Decision by Board of Directors
In January of each year, following the campaign closing, the Board of Directors review recommendations made by the Fund Distribution Committee and ratifies decisions on funding applications.

Step 5 – Communication of decision to applicant
Following the January meeting of the Board, all applicants receive written notification of the funding decision.