HomeMy WebLinkAboutC-8082-2 - Grant Agreement for Special Event Support Program FY 16-17 - Race for the CureV
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Q) GRANT AGREEMENT
BETWEEN THE CITY OF NEWPORT BEACH AND
t.J ORANGE COUNTY AFFILIATE OF THE SUSAN G. KOMEN BREAST CANCER
FOUNDATION, INC.
This Grant Agreement ("Agreement") is entered into this 28th day of July, 2016
("Effective Date"), by and between the City of Newport Beach, a California municipal
corporation and Charter City ("City"), and ORANGE COUNTY AFFILIATE OF THE
SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC., a California corporation,
located at 3191-A Airport Loop Drive, Costa Mesa, CA 92626 ("Grantee"). City and
Grantee are at times individually referred to as "Party" and collectively as "Parties"
herein.
A. It is the policy of the City Council that the City's budget specifically allow the City
Council to direct revenue towards non-profit agencies, community groups,
community events, or enhancement projects with worthy projects or programs
which the City Council deems beneficial to resident's quality of life.
B. Grantee requested a grant from the City for the Komen Orange County Race for
the Cure event. ("Grant Proposal").
C. The City Council determined the Grant Proposal is for a worthy project that will
benefit the City's resident's quality of life.
D. The City Council approved a grant in the amount of Ten Thousand Dollars and
no/100 ($10,000.00) ("Grant Funds") to Grantee pursuant to certain conditions
regarding expenditure, reporting, and accounting requirements.
NOW, THEREFORE, the Parties agree as follows:
1. GRANT
1.1. City awards to Grantee Grant Funds in the amount of Ten Thousand Dollars
and no/100 ($10,000.00) as requested by Grantee in the Grant Proposal attached
hereto as Exhibit A and incorporated herein by reference, or such other amount as
authorized by the City Council.
1.2. Grant Funds shall be disbursed by City to Grantee as follows (select one):
® At the time of execution of this Agreement.
2. TERM
The term of this Agreement shall commence on the Effective Date and shall
continue in full force and effect until June 30, 2017, unless terminated earlier as
provided herein.
3. RESTRICTIONS ON USE OF FUNDS
3.1. The Grant Funds are subject to the following expenditure conditions
("Approved Uses"):
3.1.1. The Grant Funds shall be expended solely for the purposes
provided in Exhibit A;
3.1.2. The Grant Funds shall not be used for any activity that would
violate City, state or federal statutory or decisional law such as regulations affecting
non-profit or tax exempt organizations exempt from taxation pursuant to Section
501(c)(3) of the Internal Revenue Code; and
3.2. Grantee further warrants to City that the Grant Funds will be spent solely for
the Approved Uses and the Grant Funds shall be used by Grantee during this
Agreement's term otherwise the Grant Funds shall be returned to City, as provided in
Section 6 below.
4. PERFORMANCE MEASURES
4.1 Grantee shall adhere to the following objectives and performance measures
("Performance Measures")":
4.1.1. Grantee shall track the measureable objectives and performance
measurements detailed in the Performance Measures attached hereto as Exhibit B and
incorporated herein by reference for the event for which the Grant Funds may be
expended.
4.1.2. Within ninety (90) days following the conclusion of the event for
which the Grant Funds may be expended, Grantee shall file the tracked results of the
Performance Measurements with the City Manager's Office in a format deemed suitable
by the City Manager's office.
5. REPORTING AND ACCOUNTING REQUIREMENTS
5.1. At all times during the term of this Agreement, Grantee shall maintain true,
proper, and complete books, records, and accounts (collectively, "Books and Records")
in which shall be entered fully and accurately all transactions taken with respect to the
operations of Grantee under the Grant Proposal and the expenditure of the Grant
Funds. Grantee shall maintain the Books and Records in accordance with Generally
Accepted Accounting Principles.
5.2. If the Grantee has been audited by an independent auditor or has been the
subject of a compliance audit/examination by a grantee or regulatory agency during the
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 2
past three years, audit reports and management letters indicating compliance violations,
fraud, illegal acts, material weaknesses in internal control structure or reportable
conditions, in connection with such audits shall be delivered to the City thirty (30) days
prior to the effective date of this agreement. If no audits or events as described above
have occurred during this period, the Grantee shall provide City a written assertion that
no audits or similar examinations have occurred during the three (3) year period and an
assertion that the Grantee is not aware of any events or conditions, described above, or
other information that might reasonable impact Citys decision to fund the grant as
requested.
5.3. City reserves the right to designate its own employee representative(s) or its
contracted representative(s) with a Certified Public Accounting firm who shall have the
right to audit Grantee's accounting procedures and internal controls of Grantee's
financial systems as they relate to the Grant Proposal and to examine any cost,
revenue, payment, claim, other records or supporting documentation resulting from any
items set forth in this Agreement. Any such audit(s) shall be undertaken by City or its
representative(s) at mutually agreed upon reasonable times and in conformance with
generally accepted auditing standards. Grantee agrees to fully cooperate with any such
audit(s).
5.4. This right to audit shall extend during the length of this Agreement and for a
period of three (3) years or longer, if required by law, following the date of any Grant
Funds tendered under this Agreement. Grantee agrees to retain all necessary
records/documentation for the entire length of this audit period.
5.5. Grantee shall, upon conclusion of the event, furnish the City with a Balance
Sheet and Income Statement describing the receipt and disbursement activities of
Grantee with respect to the Grant Funds. In its sole and absolute discretion the City
may also require Grantee to submit: (1) quarterly check registers and descriptions of
each disbursement; (ii) budget -to -actual -results; and (iii) a statement of position
describing the assets and liabilities associated with the Grant event. All reports,
including a post -event evaluation, shall be due to the City no later than forty-five (45)
days following the conclusion of the event. In the event that an independent audit is
conducted, Grantee shall forward a copy of the audited report to the City for review,
including any Management Letter, Report on Internal Controls, or Reportable Conditions
letter generated during the course of the audit.
5.6. Grantee agrees to exercise prudent financial management processes
including proper oversight of all assets, budget preparation, and timely reporting
including budget -to -actual -comparisons.
5.7. All Approved Uses shall be performed by Grantee or under Grantee's
supervision. Grantee represents that it possesses the professional and technical skills
required to perform the services required by this Agreement, and that it will perform all
services with a standard of care and in a manner commensurate with the community
professional standards.
5.8. If Grantee has supported Political Action Committees(s) (PACs) during the
past three (3) years, the Grantee shall hire an independent auditor to perform limited,
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 3
agreed-upon testwork procedures to provide City assurance that City sponsored event
profits did not subsidize the funding of Political Action Committees (PACs) and event
proceeds were adequately segregated from funds used to support PACs. Agreed upon
procedures may include a review of a detail list of the past three (3) years of PAC
contributions and expenditures, including:
a. An identifying donor number, date and amount of each reported
contribution; and
b. A detail of expenditures sufficient enough to determine that the
expenditures were solely for PAC -related expenses; and
c. Any retained earnings or fund balance at the end of each fiscal year.
Substantive documentation for the contribution and expenditure should be available
upon request. City shall approve the agreed-upon testwork procedures prior to the
commencement of fieldwork.
6. USE OF GRANT FUNDS
The Grant Funds shall be used solely by Grantee for the Approved Uses and for no
other use. In the event that the Grant Funds are not used for the Approved Uses or are
not expended by or before June 30, 2017, Grantee shall notify the City in writing, and
shall be obligated to return the Grant Funds to City within thirty (30) days.
7. INDEMNIFICATION
7.1. To the fullest extent permitted by law, Grantee shall indemnify, defend and
hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, and employees (collectively, the "Indemnified Parties') from and against any
and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorney's fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), which may arise from or in any manner
relate (directly or indirectly) to this Agreement (including the negligent and/or willful acts,
errors and/or omissions of Grantee, its principals, officers, agents, employees, vendors,
suppliers, consultants, subcontractors, anyone employed directly or indirectly by any of
them or for whose acts they may be liable or any or all of them).
7.2. Notwithstanding the foregoing, nothing herein shall be construed to require
Grantee to indemnify the Indemnified Parties from any Claim arising from the sole
negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity
shall be construed as authorizing any award of attorney's fees in any action on or to
enforce the terms of this Agreement. This indemnity shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by Grantee.
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 4
8. GRANTEE INDEPENDENCE
In the performance of this Agreement, the Grantee, and the agents and employees of
Grantee, shall act in an independent capacity and are not officers, employees or agents
of the City. The manner and means of performing the Approved Uses are under the
control of Grantee, except to the extent they are limited by statute, rule or regulation and
the expressed terms of this Agreement. Nothing in this Agreement shall be deemed to
constitute approval for Grantee or any of Grantee's employees or agents, to be the
agents or employees of City. Grantee shall have the responsibility for and control over
the means of performing the Approved Uses, provided that Grantee is in compliance
with the terms of this Agreement. Anything in this Agreement that may appear to give
City the right to direct Grantee as to the details of the performance or to exercise a
measure of control over Grantee shall mean only that Grantee shall follow the desires of
City with respect to the results of the Approved Uses.
9. PROHIBITION AGAINST TRANSFERS
Grantee shall not assign, sublease, hypothecate or transfer this Agreement or any of
the services to be performed under this Agreement, directly or indirectly, by operation of
law or otherwise without prior written consent of City. Any attempt to do so without
written consent of City shall be null and void.
10. NOTICES
10.1. All notices, demands, requests or approvals to be given under this Agreement
shall be given in writing and conclusively shall be deemed served when delivered
personally or on the third business day after the deposit thereof in the United States
mail, postage prepaid, first class mail, addressed as hereinafter provided.
10.2. All notices, demands, requests or approvals from Grantee to City shall be
addressed to the City at:
Attn: City Manager
City of Newport Beach
100 Civic Center Drive
P.O. Box 1768
Newport Beach, CA 92658-8915
10.3. All notices, demands, requests or approvals from City to Grantee shall be
addressed to Grantee at:
Attn: Stacy Davis, Director of Events & Fundraising
SUSAN G. KOMEN ORANGE COUNTY
3191-A Airport Loop Drive, Costa Mesa, CA 92626
11.TERMINATION
11.1. Termination for Cause. Grantee shall be in default if Grantee fails or refuses
to perform any duty required by the Agreement or performs in a manner inconsistent
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page.9
with the terms, conditions and restrictions in this Agreement. In such event, City shall
give Grantee, thirty (30) days written notice to cure, if the default can be cured and City
shall be entitled to terminate this Agreement if Grantee has not cured the default within
the thirty (30) day cure period. City shall be entitled to immediately terminate this
Agreement if the default cannot be cured through corrective action. If terminated for
cause, Grant Funds shall be returned to the City pursuant to Section 6. This Agreement
is made on an annual basis, and as such is subject to non -renewal at its termination.
11.2. Termination without Cause. City may terminate this Agreement at anytime
with or without cause upon seven (7) days written notice to Grantee, any remaining
Grant Funds in Grantee's possession at the time of termination shall be returned to City
pursuant to Section 6.
11.3. Specific Performance. Grantee agrees that the City has the legal right, and
all necessary conditions have been satisfied, to specifically enforce Grantee's
obligations pursuant to this Agreement.
12.STANDARD PROVISIONS
12.1. Recitals. City and Grantee acknowledge that the above Recitals are true and
correct and are hereby incorporated by reference into this Agreement.
12.2. Compliance With all Laws. Grantee shall at its own cost and expense comply
with all statutes, ordinances, regulations and requirements of all governmental entities,
including federal, state, county or municipal, whether now in force or hereinafter
enacted.
12.3. Waiver. A waiver by either Party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent
breach of the same or any other term, covenant or condition contained herein, whether
of the same or a different character.
12.4. Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged
herein. No verbal agreement or implied covenant shall be held to vary the provisions
herein.
12.5. Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Grant Proposal or any other
attachments attached hereto, the terms of this Agreement shall govern.
12.6. Interpretation. The terms of this Agreement shall be construed in accordance
with the meaning of the language used and shall not be construed for or against either
party by reason of the authorship of the Agreement or any other rule of construction
which might otherwise apply.
12.7. Amendments. This Agreement may be modified or amended only by a
written document executed by both Grantee and City and approved as to form by the
City Attorney.
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 6
12.8. Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
12.9. Controlling Law And Venue. The
this Agreement and all matters relating to
Agreement shall be adjudicated in a court
Orange, State of California.
laws of the State of California shall govern
it and any action brought relating to this
of competent jurisdiction in the County of
12.10. Equal Opportunity Employment. Grantee represents that it is an equal
opportunity employer and it shall not discriminate against any contractor, employee or
applicant for employment because of race, religion, color, national origin, handicap,
ancestry, sex or age or any other impermissible basis under law.
12.11. No Attorney's Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorney's fees.
12.12. Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one and the same instrument.
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 7
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed on the
dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: 10
Aaron
City Attorney
ATTEST-
Da---
Date: r
By:` J.
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
A California municipal corporation
Date:
By:
Dave t ff
City Manager
GRANTEE: Orange County Affiliate of the
Susan G. Komen Breast Cancer
Foundation, Inc. a California corporation
Date: d--3-00)(2
By: a (PIt
Gret—clien Valentine
Chair of the Board
Date: S 3
By: "-u' tL"—,
danetfiH {...I s k
Attachment: Exhibit A: Grant Application
Exhibit B: Performance Measures
[END OF SIGNATURES]
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. Page 8
Exhibit A
Grant Application
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. A-1
Locey, Mar
From: form-engine@fs23.formsite.com
Sent: Monday, May 02, 2016 10:04 AM
To: Locey, Mary
Subject: Special Event—Application for Financial Support Result #8850204-Komen OC Race for
the Cure
Special Event Support Application - Signature Events
Reference #: 8850204
Status: Complete
Last Update: 2016-05-02 10:03:52
Start Time: 2016.05-02 07:28:47
Finish Time: 2016-05-02 10:03:52
User: 108.178.151.246 (Chrome - Windows)
Referrer: httos://fs23.foTmsite.com/citvofnb/fomI0/form loein.html
Form Login Account (optional)
New Users / Returning Users CLICK HERE to setup or return to your account for this form. Creating an
account enables you to return to this form and your submitted results. An account will also enable you to
partially complete this form and return later to finish the form. The account you establish is only for this form.
Directions for Completing the Application Form
• Each question should be answered clearly and briefly.
• If a question is not applicable, enter N/A and provide a reason why you feel it does not apply to your event..
• Please adhere to the word limits in certain sections.
• Attach a copy of the event budget, including the anticpated revenues and expenidtures.
• Attach a copy of the event's proposed measurable objectives and performance treasures.
• Incomplete or applications received after the submission deadline will not be accepted.
• Do not sumit collateral materials (i.e. marketing materials and programs). They will not be considered.
• Applications must be submitted online.
• The completed application must be received no later than 4 p.m. on Monday, May 2, 2016.
Funding Levels
Signature Event Grants will be awarded at set, not -to -exceed levels based upon an evaluation of the event budget, an estimate of
related City of Newport Beach (City) special event fees, and the estimated economic benefits to the City of having the event
based in Newport Beach. The City's financial support should represent no more than 25 percent of the overall event budget.
The City may choose to enter multi-year agreements with grant awardees. All agreements, whether for one year or multiple
years, will include right to audit language and include measureable objectives and performance measures for evaluating the
event's marketing and economic impact.
Signature Event Grants Funding Levels*
• Tier 1 - $15,000 - $25,000
• Tier 2 - $25,001 - $50,000
• Tier 3 - $50,001 - $150,000
*Grants provided based on analysis of related City event fees and economic benefits City would derive from the event.
Applicant / Event Information - Signature Events
* Name of Applicant Organization:
Susan G. Komen Orange County
Applicant Representative Contact Information
* First Name
Stacy
* Last Name
Davis
* Title/ Affiliation:
Director of Events & Fundraising
* Full Mailing Address of Organization:
3191-A Airport Loop Dr.
* Phone Number
7149579157
* Email Address
sdavis gkomenoc.or¢
* Type of Nonprofit Entity:
5010
* State of California Entity Number:
330487943
Signature Events require entering into an agreement with the City. Agreements require signatures from two officers with authority to bind a contract.
Signatures will be needed from one officer listed in Part A below and one officer from Part B below. Please mark the title and provide the full name
for each.
* Part A - Officer Title
F]President
F]Any Vice President
❑X Chair of the Board
* Part A - Officer Name
Gretchen Valentine
* Part B - Officer Title
❑ secretary
❑X Chief Financial Officer
❑ Any Assistant Secretary
Any Assistant Treasurer
* Part B - Officer Name
Jane Bill
* Entity Address (if different from applicant):
jhilt@komenoc.org
* Name of Event:
Komen Orange County Race for the Cure
* Event Date(s):
9/25/16
* Is this an annual event?
i
i Q yes
❑ no
* Event location(s)/venue(s) in Newport Beach:
Pacific Life Insurance Co. & Fashion Island, Newport Beach
* Is at least 51 percent of this event - in its entirety - within Newport Beach?
s
❑X Yes
❑ No
* Type of event (Check one):
❑ Art/Culture
❑ Community
❑X Recreational
❑ Special Interest
❑ Educational
❑ Social
❑ Other
* Have you previously received City support for this or any other event sponsored by your organization?
X❑ Yes
❑ No
* If yes, please list the event(s), year(s) and amount(s):
2015: $3,500 credit
2014: $3,500 credit
2013, 2012, 2011: $10,000 cash per year
2010: $15,000 In-kind only donation for city services
2009-2006: $7,500 cash +in-kind valued at $7,500 in city services for a total of $15,000 per year.
2002: $4,100 cash
2001: $3,900 cash
2000: $3,800 cash
* Is there a fee to enter the event? If yes, what is the amount of the fee?
Adult entry: $35
Youth (6-17): $25
3
Kids for the Cure (up to age 5): $5
Breast Cancer Survivor Entry: $25
Sleep in for the Cure Entry: $45
In the Pink Entry: $500
Day of Event (all categories): $40
* Describe what, if any, portion of the event is FREE to the public.
The event is not free to the public as it is a breast cancer awareness 5IC fundraising sporting event; however, it is open to the community at large.
Anyone can enter the area on the day of the event.
* Brief Description of Event (150•word maximum, include any anticipated impacts such as road closures, traffic control, amplified sound
and If any portion of the event will be on public property such as parks, streets, sidewalks):
The Susan G. Komen Race for the Cure Series is the world's largest and most successful education and fundraising event for breast cancer. Race for
the Care serves as an annual cell -to -action that challenges our supporters to be involved and raise funds. Each year, approximately 20,000 people
(25% of whom live and work in Newport Beach) throughout Orange County and beyond participate in the event in the morning the last Sunday in
September. The 2016 25th Anniversary of the Orange County Race for the Cure taking place in Newport Beach will utilize Pacific Life Insurance
Company as its main venue for day -of -event registration, health expo and Survivor Tribute. The 5K route on Newport Center Drive and adjacent
streets basically circles Fashion island. The day is also an education outreach program promoting the importance of early detection as 20,000 people
receive key breast health messages.
* In 250 words or less, explain how your event will meet or exceed any or all of the seven Signature Event Evaluation Criteria (see Special
Event Support Program Overview, page 3):
Each year, Susan G. Komen Orange County grants are given to community organizations throughout Orange County for breast health programs that
will help local uninsured women receive access to breast cancer diagnostic testing and treatment. The grants in collaboration with clinics and
hospitals are used to offset the high cost of diagnostic breast health services and help to provide diverse populations throughout Orange County
(including Newport Beach residents) with access to care in an effort to save lives.
Fashion Island is the hub around which the Race for the Cure has taken place for the last 24 years and we believe this huge event showcases Newport
Center and Fashion Island as one of Newport Beach's premiere commercial, retail and residential living areas. The influx of 20, 000 Race for the Cure
participants on a Sunday morning in September is good for the spirit of our community. Breast cancer does not just affect the woman who is
diagnosed — it affects the family, the husband, sister, mother and child; the home and the workplace. Breast cancer knows no boundaries of age, race,
ethnicity or economic status. The City of Newport Beach can be proud of supporting its residents being a part of the fight to save lives.
Businesses with a location in Newport Beach benefit from the goodwill generated by the media exposure gained throughout the many months of the
campaign as they come to know that Newport Beach is the home of the Race for the Care.
* Anticipated Event Attendance (Indicate participants vs. spectators, if applicable):
20,000: 17,000 Registrations; 3,000 vendors, volunteers and spectators
* Summarize applicant's prior event experience (100 -word maximum):
2015 was the 24th annual Komen Orange County Race for the Cure® in Newport Beach. It is the largest event of its kind in California, and the fifth
largest of 100 Races across the US. A professional Komen staff and group of volunteers have extensive experience producing the event. Susan G.
Komen Orange County hires a professional event management company to assist with planning and execution of Race Day logistics. Spectrum
Sports Management, Inc. with a background in a wide variety of world-class sporting events is successful in creating, planning and implementing
complicated, multi -faceted events like ours. -
* If the Applicant conducts similar events elsewhere, please provide details including: where, when, safety issues, and if applicable, why the
event left its previous location (100 -word maximum):
N/A
* The request for City support must include a list of other City entities or groups (e.g., City Arts Commission, a Business Improvement
District, Library support group, etc.) from which the applicant Is seeking financial support. Are you seeking financial support from other
City entities?
❑ Yes
IX No
If you answered yes above, please list the entities or groups and the amount of financial support requested from each:
* As your organization's representative, please verify the below by checking the corresponding boxes and then type your name in the field
below.
❑X I have attached a complete event budget.
❑- 1 have attached the events measurable objectives and performance measures.
nI have read the updated City of Newport Beach Special Event Support Program Overview, including the eligibility, qualification and evaluation
criteria.
PI understand that the City will award grants in the form of City fee credits to successful applicants and that the City will determine the appropriate
X level of each grant.
F I acknowledge that submission of this application does not guarantee the event will receive City support.
Name:
Stacy Davis
Attach event budget
IvKr6EW3 Komen OC Race for the Cure Expense Budget FY16.pdf
Attach event's measureable objectives and performance measures.
p69iKDZo Measurable objectives and performance measures.doc
Orange County Affiliate of Susan G Komen
Race Expenses Year -To -Date Actuals - No In -Kind
Profit & Loss as of 2096-02-99
Actual YTD FY16
Consulting
Affiliate Race for the
FYI 610ADC run 2119116
Cure
Expense
21,386.44
Salaries
78,693.15
Payroll taxes
8,778.77
Insurance - health
12,542.82
Employee benefits
52.28
_ 403(b) Employer Contribution —
1,894.20
Consulting
0.00
Professional Services
1,389.72
Professional fundraising fees
21,386.44
Accounting fees
0.00
Legal fees
0.00
Contract labor r
68,793.38
Bank fees 7,50
Credit Card Processing Fees 39,272.40
On -Line Donor Database Fees 26,898.06
Service Fees ---^— ^� -- 66,177.96
Airfare
0.00
Lodging
2,379.42
Food/Entertainment - Travel
. 0.00
Parking/Tolls
211.00
Other Travel and entertainment —�
`Travel
393.14
Expense
— 2,983.56
Rent 10,433.03
Utilities 1,D49.99
Telephone & Internet Fees 1,653.62
Expense
Food and beverage
2,411.58
Meeting costs
807.95
Professional Membership & Fees
0.00
Professional development
112,50
Publications and Subscriptions
49,35
Graphics
2,380.00
Printing
11,168.94
Photo and video
300.00
Gifts and recognition
5,466.90
Supplies
6,859.66
Postage and Delivery
8,808.43
Shipping & Handling
62.00
Office Expense
38,427.31
Public Relations 10,395.33
Page 1
Exhibit B
Performance Measures
Orange County Affiliate of the Susan G. Komen Breast Cancer Foundation, Inc. B-1
susan G.
►(omen• orange County Affiliate
oaansecousry 3191-A Airport Loop DriveCosta Mesa, CA 92626
714957-9157, Helpline 1-677 GO KOMEN
www.komenoc.org
PERFORMANCE MEASURES
Performance Measurements:
Estimated registrations: 13,000 (Approx. 650 Newport Beach residents)
Estimated total attendance: Approximately 3,000 Newport Beach residents as members of the event and
volunteers along with 18 — 20,000 breast cancer survivors, advocates and businesses from surrounding areas. It
is reported that Fashion Island merchants and nearby Newport Beach businesses report increased traffic on the
Sunday morning of the Race.
Newport Beach Marriott Resort & Spa: Approximately 30-50 guests will stay at the hotel with a special rate
extended by the Marriott.
Race Sponsor Kick-off: 288 guests that included local business partners attended the reception on June 30th at
the Newport Beach Civic Center Community Room. The event was also attended by Mayor Diane Dixon.
Media and Advertising Reach:
Komen Orange County Race for the Cure Marketing and Promotion Plan
The Orange County Susan G. Komen Race for the Cure® is one of our strongest, most profitable events of the
year generating more than 50% of our total annual fundraising revenue. With more than 24 years of marketing
and promoting the Race, our tactics have grown significantly to reach across the wide array of audiences
throughout Orange County. We work with local media partners and a professional PR firm, HKA, Inc. Public
Relations to increase visibility through traditional and social media platforms. Both staff and Race committee
members are responsible for ensuring the successful execution of overall event logistics and outreach.
Goal: To increase awareness and visibility of the Race for the Cure throughout Orange County in order to drive
registration and fundraising.
Objective: Optimize our pre -race marketing efforts through Race entry form distribution, social media, E -
communications, sponsored advertising, and media outreach.
Strategies: Conduct a proactive placement program via Susan G. Komen for the Cure's volunteers, committees
and staff, leverage existing media opportunities, and implement engaging ways to reach the community regarding
the Race.
Distribution Channels: Distribution channels will be tiered in order of importance (reach/visibility). The following is
a preliminary list of these channels:
• Ads (all in-kind sponsor trades)
• Direct mail
• Komen Orange County newsletter and blog
• Komen mission/education events
• African American/Latino advisory groups
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susan G.
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Orange County Affiliate
3191-A Airport Loop DriveCosta Mesa, CA 92626
714-957-9157, Helpline 1-877 GO KOMEN
www.komenoo.org
National and local sponsors
Community events
Organized groups/clubs/associations
Business associations
Health clubs
Health & beauty
Schools/universities
Local hospitals/doctors' offices
Churches/temples
Grocery stores
Chamber of commerce
Tradition and social Media
Distribution company