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Created Wednesday, March 04, 2015 Page 1 General information General information | Organization Sun Lakes Fire District General information | Contact First name Paul General information | Contact Last name Wilson General information | Contact e-mail pwilson@slfd.org General information | Contact phone number 4808959343 Address Address | Street 25020 S. Alma School Rd. Address | City Sun Lakes Address | State Arizona Address | ZIP Code 8 524 8 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $437,750.00 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $ Year 2 $ Year 3 $ Year 4 $ Year 5 $ Page 1 Sun Lakes Fire District March 18, 2015 Mrs. Selena Castaneda, Tribal Council Secretary Fort McDowell Yavapai Nation P.O. Box 17779 Fountain Hills, AZ 85269 Re: Sun Lakes Fire District - Local Government Agency Status Dear Mrs. Castaneda, The Sun Lakes Fire District is a local government "Special District" under the Arizona Revised Statues 48-805 and is a non-profit entity with an Internal Revenue Service with an issued Employer Identification Number of 86-0353742. Respectfully, .Z . Paul S. Wilson, Fire Chief 25020 S. Alma School Rd. • Sun Lakes, AZ 85248 • Phone (480) 895-9343 • Fax (480) 895-6899 Sun Lakes Fire District March 18, 2015 Mrs. Selena Castaneda, Tribal Council Secretary Fort McDowell Yavapai Nation P.O. Box 17779 Fountain Hills, AZ 85269 Dear Mrs. Castaneda, The Sun Lakes Fire District (Fire District), located southwest of Chandler Arizona, is pleased to submit a FY 2015-16 Public Safety - Fire Department grant application, through the Maricopa County Government Relations Office, for Proposition 202 funding from the Fort McDowell Yavapai Nation. The contact information is: Ms. Amanda Nash, Legislative Analyst Mr. Paul S. Wilson, Fire Chief Maricopa County - Government Relations Sun Lakes Fire District 301 West Jefferson, 10th Floor 25020 S. Alma School Rd. Phoenix, AZ 85003 Sun Lakes. AZ 85248 (602) 506-4485 (o) (480) 895-9343 (o) (602) 214-9019 (m) (602) 576-4600 (m) nasha001@mail.maricopa.gov pwilson@slfd.org The project meets the Fort McDowell Yavapai Nation funding priority for a Public Safety - Fire Department. The Fire District is proposing a new project of a $437,750. grant, (1/2 in FY2015-16 of $218,875. and 1/2 in FY2016-17 of $218,875.) with a Fire District provided hard match of $85,000., to replace a fourteen year old fire engine (2001 American LaFrance fire engine). The current fire engine has 115,460 miles and 10,219 engine hours of usage and is out of compliance with the National Fire Protection Association 1901 Standard for Automotive Fire Apparatus. The Fire District serves 18,000 residents in the retirement community of Sun Lakes AZ, where the median age of residents is 69 years of age. The Fire District provides advanced life support medical services, ambulance transportation and fire protection to the residents and visitors of the retirement community. The Fire District's emergency personnel annually respond to 3,800 emergencies and transport 1,800 patients by ambulance. Due to the nature of the community clientele (83% Medicare eligible seniors) and the location of the Fire District (on the edge of the metropolitan area) the fire engine is desperately needed, to provide emergency services to a community of retired residents. 25020 S. Alma School Rd. - Sun Lakes, AZ 85248 • Phone (480) 895-9343 • Fax (480) 895-6899 The existing fire engine has inordinately high maintenance costs and is frequently out-of-service for repair. Several times in the past three years a "loaner fire engine" had to be borrowed, from the neighboring Chandler Fire Department, in order for the Fire District to continue to provide timely emergency response in the Sun Lakes community. The Fire District's operating revenues are derived from: property taxes, ambulance transport services, plan review and life safety fees. Due to the economic crisis, the Fire District's revenues have declined, over five fiscal years, with a cumulative loss of 45% of the assessed property valuation. Numerous cost containment measures have been enacted to reduce operating costs including: reductions in employee compensation and benefits, no cost of living adjustment for two years, and eliminations or reductions in services and programs. Even with the cost-control strategies, the Fire District has not been able to fund the capital improvement budget to provide for replacement of the fire apparatus. Without grant assistance the District is unable to replace the fourteen year old fire engine. The Fire District requests grant funding from Fort McDowell Yavapai Nation of $437,750. (1/2 in FY2015-16 of and 1/2 in FY2016-17) for replacement of the fire engine. The timeline for the project is: 1. Enter into I.G.A. with Fort McDowell Yavapai Nation - Fall 2015 2. Order Fire Engine - Spring 2016 3. Take Delivery of Fire Engine - Spring 2017 4. Place Fire Engine into service - Summer 2017 The Fire District applied for a grant from the Fort McDowell Yavapai Nation in FY2014-15, but was not awarded. The District has been a recipient of the following grants, during the past five years, from the Gila River Indian Community: Oct. 2013 Gila River Indian Community - S.C.B.A. Cylinders $23,750. May 2011 Gila River Indian Community - Brush Truck $71,250. May 2008 Gila River Indian Community - Electronic Pt. Care Reporting $62,614. The tire engine is an essential vehicle for the delivery of emergency services in Sun Lakes AZ and the surrounding automatic aid communities. A grant funded fire engine will provide a higher level of protection for at-risk seniors in the retirement community and for the firefighters who protect them. The Sun Lakes Fire District wishes to thank the reviewers for your time and consideration of the grant request. Respectfully,/' y Paul S. Wilson, Fire Chief SUN LAKES FIRE DISTRICT RESOLUTION ft CLI (151) A RESOLUTION OF THE SUN LAKES FIRE DISTRICT PERTAINING TO THE SUBMISSION OF A PUBLIC SAFETY — FIRE DEPARTMENT GRANT FOR CONSIDERATION BY THE FORT MCDOWELL YAVAPAI NATION FY 2014/15 ARIZONA TRIBAL-STATE GAMING COMPACT WHEREAS, the Fort McDowell Yavapai Nation is seeking applications from county and local agencies for projects relating to priority funding areas of public safety; and WHEREAS, the Sun Lakes Fire District is interested in submitting a proposal to be considered for funding in the form of a reimbursable grant from the Fort McDowell Yavapai Nation - Arizona Tribal-State Gaming Compact; and WHEREAS, the Sun Lakes Fire District Board of Directors have an interest in providing protection to the reservation area, by providing wild land and mutual aid assistance, to the Fort McDowell Yavapai Nation; NOW THEREFORE, be it resolved as follows: 1. THAT approval of the submission of the Public Safety — Fire Department Grant for a Type One Fire Engine for consideration by the Fort McDowell Yavapai Nation 2015/16 Arizona Tribal-State Gaming Compact is hereby granted. 2. THAT Fire Chief Paul S. Wilson is the appointed agent for the Sun Lakes Fire District, to conduct all negotiations and to execute and submit all documents and any other necessary or desirable instruments in connection with such grant. I HEREBY CERTIFY that the above and foregoing resolution was passed and adopted by the Board of Directors of the Sun Lakes Fire District at its regular meeting held on March 24, 2015 by the following vote: AYES: NAYES: ABSENT: ABSTAIN: ATTEST: d /7 Micloel Sellers, Board Chairman hn Crawford, Board Member "arrest Kohler, Board Clerk 13ernadette Halpin, Board Membe'r Diane Price, Board Treasurer 2 Created Thursday, March 05, 2015 Page 1 General information General information | Organization Maricopa Trail and Park Foundation General information | Contact First name Jan General information | Contact Last name Hancock General information | Contact e-mail hancockjan@aol.com General information | Contact phone number 602-252-8387 Address Address | Street 805 N. 4th Avenue - Unit 703 Address | City Phoenix Address | State Arizona Address | ZIP Code 85003-1306 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $23,375.00 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $14,700.00 Year 2 $8,675.00 Year 3 $ Year 4 $ Year 5 $ Page 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: 2012 20-0707991 DLN: MARICOPA TRAIL AND PARKS FOUNDATION 170532993 .62002 C/O JOHN F CRAWFORD Contact Person: 161 N CLARK ST STE 4200 MAXWELL SULLIVAN ID# 31696 CHICAGO, IL 60601 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: June 30 Public Charity Status: 170(b) (1) (A) (vi) Form 990 Required: Yes- , — Effective Date of Exemption: November 15, 2010 Contribution Deductibility: Yes Addendum Applies: Yes Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 947 (DO/CG) -2- MARICOPA TRAIL AND PARKS FOUNDATION We have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, Holly 0. Paz Director, Exempt Organizations Rulings and Agreements Enclosure: Publication 4221-PC Letter 947 (DO/CG) -3- MARICOPA TRAIL AND PARKS FOUNDATION ADDENDUM We considered and approved your request for retroactive reinstatement under Notice 2011-43. Letter 947 (DO/CG) March 4, 2015 .11111111F Mrs. Selena Castaneda Fort McDowell Yavapai Nation Tribal Council Secretary Maricopa Trail P.O. Box 17779 Fountain Hills, AZ 85269 Dear Mrs. Castaneda: Maricopa Trail and Park Foundation The Maricopa Trail and Park Foundation is applying for a Fort McDowell Yavapai Nation Prop. 200 grant for our nonprofit organization's Maricopa Trail Communities Program. Board of Directors This is a new program for our Foundation, with long-term, continuing multi- Joe Marvin community partnerships that would hopefully also include the Fort McDowell Mitchell J. Klein Yavapai Nation's community, which is in close proximity to the Maricopa Trail. Jan Hancock Carolyn Sechler The purpose of this program is to link more than 20 communities in Maricopa County Neil Rifenbark to the 270-mile Maricopa Trail, a non-motorized natural pathway that circles the entire Maricopa County, linking the ten Maricopa County Regional Parks. The many communities that are either currently linked to the Maricopa Trail, or will connect to the Maricopa Trail in the future, will participate in programs that are designed to Executive Director increase community economic development, foster healthy lifestyles, and encourage the preservation of the natural environment, flora and fauna. Larry Snead Our Maricopa Trail Communities Program supports the Maricopa County Parks & Recreation Department, which currently serves more than 2.1 million Maricopa Advisory Council County Parks and Trails visitors annually with more than 120,000 acres of parklands. Andy Kunasek The Maricopa County Board of Supervisors and Maricopa County Parks & Recreation R.J. Cardin department are our nonprofit Maricopa Trail and Park Foundation's government John Rose entity partners and sponsors. Kim Richard The Maricopa Trail encourages public health and healthy exercise, preservation of Karrin Taylor the outdoor environment, and the Trail links multiple users to community Jeff Spellman development opportunities in hospitality, retail, cultural, historic, and arts venues Jim Coffman within each of the 20 communities connected to the Maricopa Trail. Dale Larsen More than 70% of the 270-mile trail pathway is constructed and open to the public to date. When the Maricopa Trail is fully constructed to incorporate Buckeye and Wickenburg, the Trail system will expand to nearly 500 miles in length. The Maricopa Trail will encourage new business development to serve the ever-growing need for trail-based community tourism infrastructure. This trail communities model is well established in many states in America where other multi -mile long distance trails, such as the Appalachian Trail and the Arizona National Scenic Trail have existing, very successful Trail Communities Programs. Additional partners for the Maricopa Trail Communities Program would include P 0 Box 1056 Recreational Equipment, Inc. (RD} and the Arizona Office of Tourism, with expressed Phoenix, AZ 85001 interest as well from the Nina Mason Pulliam Charitable Trust once the initial first- (602) 252-8387 year development phase of the Program becomes established. secretary@mctptorg www.mctpf.org 501 (c) (3) organization This grant request is for $23,375, ($14,700 for the 2015 workshop and pre-program planning, and $8,675 for assistance with the pilot program launch and first year program evaluation). See budget document for details. The grant request will fund the consultation fees for Amy Camp for 2015, with her continued consultation and program oversight until the end of 2016. A pro bono Foundation Board member would work locally in Maricopa County in concert with the program consultant to launch the Maricopa Trail Communities Program beginning in the Fall of 2015. Additional funding for the Program will be realized from a large annual mountain bike 50-mile race event, the "Prickly Pedal" Mountain Bike Race on the Maricopa Trail, which is being held on January 24, 2016 and sponsored by the Maricopa Trail and Park Foundation, in partnership with the Maricopa County Parks & Recreation Department and the Maricopa County Board of Supervisors. This race will occur on a 50-mile Maricopa Trail course starting at Lake Pleasant and ending at the finish line located at Spur Cross/Cave Creek, Arizona. Included as an attachment to this letter is a map of the Maricopa Trail and the consulting fee proposal from Cycle Forward consultant, Amy Camp, who was the founder of the national trails communities program along the Allegheny Passage, and consulted with communities and trails advocates throughout the United States and Canada on establishing trail town programs, which inspired programs along the Appalachian Trail, Arizona National Scenic Trail, the state of Kentucky, and others. This proposal provides accurate figures for the consulting fees and travel to Arizona from Pittsburg, Pennsylvania to conduct the Maricopa Trail Communities Program Workshops to launch the Program in September/October 2015. Also included in the consulting fee proposal is a listing of the consultant's qualifications. I will serve as the ongoing contact person for the Maricopa Trail and Park Foundation for the implementation of the Maricopa Trail Communities Program. I am the founder of this nonprofit organization and served as president of the Foundation for 6 years. Our Foundation is a Bronze level GuideStar organization, based in Phoenix, Arizona. My contact information is as follows: Ms. Jan Hancock Secretary, Board of Directors Maricopa Trail and Park Foundation 805 North 4th Avenue, Suite 703 Phoenix, AZ 85003-1306 Office: (602) 252-8387 or Mobile: (602) 550-1314 Email: secretary@nnctpforR or hancockjan@aol.com Thank you for your consideration of the Maricopa Trail and Park Foundation's grant request. Please contact me if you have any questions or require additional information. Best regards, Enclosures Proposal for Professional Consulting Services: Development of Maricopa Trail Town Program Overview This proposal offers a possible path forward as the Maricopa Trail & Park Foundation and Maricopa County Parks & Recreation explore the creation of a Maricopa Trail Town Program. With a planned 500 miles of multi-use trail appealing to multiple trail audiences and connecting 10 established regional parks, the Maricopa Trail is uniquely positioned to link recreational opportunities to local communities, stunning scenery, and rich culture and heritage. The trail is presently 60% complete – a good time to begin planning how to better connect “trail to town” and maximize the economic and many other benefits of the Maricopa Trail. Trail Town programs are popping up all over North America. The first multi-town program associated with a long distance trail was the Trail Town Program along the Great Allegheny Passage in Pennsylvania and Maryland. Programs are now established along the Appalachian Trail, North Country Trail, Arizona National Scenic Trail, C&O Canal Towpath and in the state of Kentucky. (The Kentucky program, administered by the state tourism office, is unique in that it isn’t connected to a single trail. Rather, communities demonstrate a cultural tenor and civic commitment to becoming a “Kentucky Trail Town.”) The thread that all of these programs share is the concept of strengthening connections between “trail and town” so that communities may realize the benefits of trails. Trail Town programs vary in approach and application; they range from simple programs focused on designation and bolstering civic pride to full blown economic development programs aiming to improve regional economies while providing needed services to visitors. Those pioneering the Maricopa Trail Town Program, with the help of Cycle Forward, will answer the following questions: What does success look like? What type of program is most needed in Maricopa County? What community problems would Maricopa Trail Town Program help to alleviate? What is the market potential of the Maricopa Trail? Who are the audiences? What is the value proposition of the Maricopa Trail? What about a Maricopa trail and town experience would draw visitors and area residents? How will the program be funded and sustained? Linking Communities, Linking Parks Maricopa County’s website, in promoting the Maricopa Trail, uses the tagline “Linking communities with pathways to parks.” This is part of the aforementioned value proposition. This “mega-loop” trail connects a vast area that includes established county parks that already host a combined 2.1 million visitors annually. The third component here is linking communities. The tagline could just as well be “a pathway to communities,” not to mention the many points between – scenic vistas, cultural and heritage sites, and the trail itself. Parks Towns Trail Advanced Planning and Fall Workshop Trail Towns are a “state of mind.” There’s a culture (either pre-existing or cultivated) of hospitality and embracing trails and tourism as part of a healthy community. As many as 15 communities are positioned to connect to the Maricopa Trail. It’s essential to establish a baseline in these communities in terms of both physical conditions and trail town culture. A fall 2015 workshop (or series of workshops) will begin to gauge community needs and interest in a trail town program. The workshops would include walking assessments of communities along the Maricopa Trail, a tourism assessment, and other interactive discussions and activities. It would encourage multi-community collaborative efforts with the trail as the uniting factor. A Maricopa Trail Town Program may take several forms. The program may include any of the following foci, depending upon the will of the community and trail stakeholders: Symbolic designation and recognition: communities sign on as “trail towns” and are recognized as such with signage and limited marketing; community bodies may pass resolutions in support of the program; a culture of hospitality exists. Infrastructure and physical connection: directional signs, information kiosks, bike racks, horse hitches, etc. are an important part of improving the trail experience and enticing trail users into communities. Arts and culture focus: the trail experience is enhanced by cultural heritage and sense of place; interpretive signs, public art, community events, etc. are emphasized Business retention and attraction: Trail users need services, and trail communities need customers; a focus is placed on ensuring that business products and services meet trail user needs and that local entrepreneurs are positioned to benefit. A Maricopa Trail Town Program may include elements of each of these, or choose to focus on the most manageable (or advantageous) components based on local needs and desired outcomes. In preparation for the workshop, Cycle Forward will work with the MT&PF Board to research established programs, explore desired outcomes of a local program, and to develop and host a fall workshop(s). A separate budget document outlines anticipated Cycle Forward tasks and fees. Consulting Fees The total anticipated cost for consulting services is $23,375 ($14,700 for 2015 workshop and pre-program planning, and $8,675 for assistance with the 2016 pilot program launch and first year program evaluation). See budget document for details. Program Implementation Program implementation relies heavily upon: Strategic meetings with MT&PF Board of Directors Fall 2015 workshop results Fundraising success The staff and board of the foundation may develop either a simple or complex program, depending on these factors. Given the variables, projecting the details of program implementation beyond the simple timeline below would not be possible at this time. Program Timeline Timeframe Task Notes June – July 2015 Work with MT&PF board to explore “What is success?” and desired workshop outcomes July – Sept. 2015 Develop fall workshop(s) Oct. / Nov. 2015 Promote and host workshops Nov. / Dec. 2015 Workshop follow up, active program planning and fundraising Program Year 1: 2016 Consultant and volunteer staff collaborate with board to design program; pilot program in 4 Maricopa Trail Towns; program evaluation January 23, 2016 Prickly Pedal mountain bike race An early opportunity to build trail-to-town connection and rally communities around a trail event; possibly announce trail town program April 2016 Launch program with four custom walking assessments November 2016 Pilot year program evaluation Program Year 2: 2017 Continue to build program, add program staff and additional communities without need for consulting services Program Year 3: 2018 Continue to build program and add communities without need for consulting services Qualifications Cycle Forward owner Amy Camp is a trails and tourism consultant, a placemaker, and a professional coach. Having started her career in community development in Pennsylvania, she is passionate about communities and how they can prosper. She helped to launch and later managed the nationally-recognized Trail Town Program®. Amy now consults communities on how they can better connect to their trail systems and establish sense of place. She works with communities to maximize the benefits of trails, and to showcase their culture, heritage, and scenic beauty. Amy is presently working on “making the case” for parks and recreation in Pennsylvania, and has been consulting trail stakeholders in Atlantic Canada since 2013 on how to better connect trail to town. She additionally convened a five-state coalition of trail developers striving to connect a 1,600 mile trail network in MD, NY, OH, PA and WV. A full list of consulting projects is available at www.cycleforward.org. Amy is also a certified professional coach who offers nature-based coaching held on trails. Many of her coaching clients are in the trails, tourism, and community development fields. Her coaching abilities enhance her consulting practice. Amy is on the Board of American Trails, serving as Board Secretary and Chair of the Hulet Hornbeck Emerging Leaders Scholarship Program. She earned a Master of Public Administration from the University of Pittsburgh, and 15 years later, is realizing her dream of helping communities of all sizes to build upon their assets. Maricopa Trail Towns Anticipated Consulting Tasks Estimated 2015 Tasks Hours Total Cost Pre-workshop strategy & research with Board (standard rate $75/hr) Strategy meetings with Foundation board to determine vision, outcomes, and define success 15 $ 1,125.00 Research trail town applications throughout the U.S., including detailed interviews with program managers to understand variations between programs, successes, challenges, etc. 10 $ 750.00 Subcontractor consultation (McCollom Development Strategies) for additional perspective on launching a trail town program as well as evaluating equestrian needs. Includes one phone call with MT&PF board and discussions with Cycle Forward. 8 $ 1,000.00 Grant and proposal writing; preparation of background materials for decision makers 16 $ 1,200.00 Fall workshop development, hosting, & debrief (standard rate $75/hour) Workshop development and logistics 50 $ 3,750.00 Workshop hosting, custom assessment, and stakeholder meetings 20 $ 1,500.00 Travel: flight + 3 nights' lodging $ 875.00 Workshop debrief and written report and recommendations 20 $ 1,500.00 Post-workshop grant writing and implementation discussions with Foundation board 40 $ 3,000.00 Total $ 14,700.00 Estimated 2016 Tasks Hours Total Cost Consulting support to Foundation board and executive director to pilot program by April 2016 - weekly communications with Executive Director and a board sub- committee 13 $ 975.00 Planning and hosting trail town assessments in four pilot communities in collaboration with Executive Director and community leaders - April 2016. 50 $ 3,750.00 Travel: flight + 4 nights' lodging $ 1,100.00 Assessment reports 12 $ 900.00 Consulting support to executive director - communications twice monthly (May-Nov.) 14 $ 1,050.00 Program evaluation in partnership with ED and Foundation Board 12 $ 900.00 Total $ 8,675.00 2 YEAR TOTAL $ 23,375.00 M A R I C O P A T R A I L A N D P A R K F O U N D A T I O N M A R I C O PA OUR MISSION T R A I L A N D PO Box 1056 Phoenix, AZ 85001-1056 PA R K The Maricopa Trail and Parks Maricopa Voice Messages: (602) 252-8387 F O U N DAT I O N Foundation is dedicated to pro- Foundation Trail + Park secretary@mctpf.org www.mctpf.org tecting, promoting, developing and maintaining the County’s Dedicated to Protecting, Regional Trails, Open Space and Follow us on Facebook Promoting, Developing Parks for current and future and Maintaining one of generations. Providing nonprofit and volunteer support to the nation’s largest programs, ecosystems, and facilities for county parks systems. Department Recreation and Parks Mountain biking trails County Estrella Mountain Regional Park Nature Center Maricopa of courtesy photos All Follow us on Facebook Horseback riding trails Spring season desert blooms flourish in the Parks a 501 (c) (3) nonprofit organization About our Foundation The Maricopa Trail The Maricopa Trail and Parks Foundation (MT+PF) The Maricopa Trail winds through the is dedicated to protecting, Department County connecting the 10 Maricopa promoting, developing County Regional Parks on a 240-mile Recreation and maintaining the County’s Regional Trails, scenic and diverse route. and Open Space and Parks for Parks current and future gener- County ations. Lake Pleasant Ramada Maricopa The Foundation advocates to protect the of natural heritage of the region; provides in- courtesy formation and education; partners to pro- map vide important recreation facilities and and amenities; and provides stewardship assis- photos tance through volunteer programs. All The Foundation is strategically aligned with Family-friendly Parks and Trails the Maricopa County Parks and Recreation 10 Regional Parks Department’s Strategic Plan for future de- Volunteers Welcome! velopment and improvements in the Mari- copa Trail and County Parks system. Adobe Dam If you enjoy Maricopa County’s parks Buckeye Hills and trails, we welcome your participa- A number of committed Friends Groups pro- tion as a volunteer with one or more of Cave Creek vide support for the Parks and the Maricopa our Friends Groups. Visit our Founda- Trail, working in partnership with the Foun- Desert Outdoor Center tion’s website for contact information dation and the Maricopa County Parks & Estrella Mountain Recreation Department. for each of our Friends Groups. There Lake Pleasant are many ways you can benefit from McDowell Mountain becoming more involved in volunteer San Tan Mountain activities and events. Usery Mountain MARICOPA TRAIL AND White Tank PARK FOUNDATION Follow us on Facebook Created Thursday, March 05, 2015 Page 1 General information General information | Organization STEP - Student Expedition Program General information | Contact First name Jessica General information | Contact Last name Berg General information | Contact e-mail jberg@stepexpedition.org General information | Contact phone number 602-526-4565 Address Address | Street 5021 North 20th Street, #10782 Address | City Phoenix Address | State AZ Address | ZIP Code 8 5 0 1 6 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $15,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $ Year 2 $ Year 3 $ Year 4 $ Year 5 $ Page 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. O. BOX 2508 CINCINNATI, OH 45201 21308 Employer Identification Number: 201 12 22-3879050 Date. DLN: 17053279711007 STEP STUDENT EXPEDITION PORGRAM INC Contact Person: 4849 E 12TH ST BENJAMIN L DAVIS ID # 31465 TUCSON, AZ 85711 Contact Telephone Number: (877) 829-5500 Public Charity Status: 170(b) (1) (A) (vi) Dear Applicant: Our letter dated February 2003, stated you would be exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code, and you would be treated as a public charity, rather than as a private foundation, during an advance ruling period. Based on the information you submitted, you are classified as a public charity under the Code section listed in the heading of this letter. Since your exempt status was not under consideration, you continue to be classified as an organization exempt from Federal income tax under section 501(0)(3) of the Code. Publication 557, Tax-Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the toll-free number for forms, (800) 829-3676. Information is also available on our Internet Web Site at www.irs.gov . If you have general questions about exempt organizations, please call our toll-free number shown in the heading. Please keep this letter in your permanent records. Sincerely yours, • m_4"---• •-• .11 "." Robert Choi Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG) Belief in one's self is... ...the first key to success. STEP – “Pathway to Possible” Funding Request to Fort McDowell Yavapai Nation March 27, 2015 Mrs. Selena Castaneda Fort McDowell Yavapai Nation Tribal Council Secretary P.O. Box 17779 Fountain Hills, AZ 85269 Dear Mrs. Castaneda, Thank you so much for accepting this grant application for STEP: Student Expedition Program Inc. We are respectfully requesting funding in the amount of $15,000. Funds will be accepted and dispersed by Municipality Representative Amanda Nash, on behalf of: Maricopa County Board of Supervisors Chair Steve Chucri 301 West Jefferson, 10th Floor Phoenix, Arizona 85003 Ms. Nash: (602) 506-4485 or nasha001@mail.maricopa.gov Our organization name and contact information is: STEP: Student Expedition Program, Inc. Jessica Berg, Chief Operating Officer 5021 N. 20th Street, #10782 Phoenix, Arizona 85016 jberg@stepexpedition.org or (602) 526 4565 Please see the attached 2-page narrative as per your request, and attached budget. Thank you so much for your consideration, and please let me know if there is any additional information you may need. Thank you for the work you do in our community! Best, Jessica Berg Chief Operating Officer STEP step@stepexpedition.org www.stepexpedition.org 6336 N Oracle Rd, # 326-326, Tucson, AZ 85704, 520-609-1149 5021 N 20th Street, #10782, Phoenix, AZ 85016, 602-526-4565 STEP – “Pathway to Possible” Funding Request to Fort McDowell Yavapai Nation Narrative Program Description: STEP, Student Expedition Program, is an unprecedented opportunity for low-income high-school students to forge a pathway of success through higher education for themselves, their families, and their communities. Through a focused 2- year college-preparation program and a life-transforming 3-week wilderness leadership expedition, students gain the confidence, knowledge and leadership skills to succeed in college and beyond. Our Mission: To equip motivated low- income Arizona students with the knowledge, confidence and leadership skills to obtain a college degree and break the chain of generational poverty. We strive to help students become the strongest possible college applicants they can be, secure the best possible financial aid (up to 100% of the cost, no loans), and prepare for and apply to top colleges and universities in state and nationwide. STEP has 2 Core Components: 1) 2-year focused College-Prep Program - Individualized college advising & mentoring beginning sophomore year and ending with high school graduation. Twenty-seven (27) workshops on topics including: College-level writing, Standardized test preparation, Financial aid/scholarships/FAFSA, College Terminology, “8 Steps to Success,” “7 Key Elements to Becoming a Competitive College Applicant,” “How to Set Yourself Up for Doing Well in School,” Professional & leadership development, Presentation skills, Putting together a college portfolio, Resume & interview skills, Money & time management, & more. Significant 1:1 interaction between staff / students. 2) 3-week Alaskan Leadership Expedition – Students learn the necessary skills to lead themselves and others. They return with increased self-confidence, enhanced ability to meet unfamiliar challenges, greater sense of personal responsibility, a larger view of the world, and the recognition that they can tackle any challenge ahead of them. Expedition Alum: “My whole life was changed because of my STEP Expedition. I was giving up on my hopes of becoming someone great in life...of pursuing my dreams of going to college. Now I feel the power and ability to change the world.” NOLS (National Outdoor Leadership School) provides matching funds for half of the expedition tuition cost. This is a continuing project. Alignment with Fort McDowell’s funding priorities: STEP’s work is aligned with Fort McDowell’s priorities of Education and Economic / Community Development. We are assisting students in achieving success, providing hands on learning, connecting students to scholarship programs, and promoting life-long learning and a new way of being in the world. This is not only an opportunity for the individual students, but rather, they are making choices that will positive effect their future and their families’ futures. Thus, we are working in the field of Economic/Community Development as well. With their educations, our students are better able to accomplish sustainable and meaningful employment and economic security, and they are more prepared to take on the challenges and responsibilities of adult life. In fact, many of our students are interested in social change and enhancing our community – they have gone on to the Peace Corps and Teach for America, to get Masters degrees in Social Work, to the Marine Corps, and more. We are creating future leaders who will in turn also focus on GRIC’s funding priorities. Need, Target Population, Number Served: A 2013 study published by the Arizona Board of Regents looking at the percentage of high school graduates who go on to obtain a bachelor’s degree found that half of the state’s public high schools have college completion rates of 5% or less. The high schools with which STEP predominantly works have a median college completion rate of only 8%. In contrast to these shocking statistics, 87% of STEP’s alumni are in college or have graduated from college. Since we started our College Prep program in 2011, 100% of our alumni are in college or have graduated college. STEP engages in targeted outreach to predominantly large low-income high schools in Phoenix and Tucson; STEP’s application process is open to any sophomore in the Phx/Tuc area. Since our inception, 100% of our students have come from low-income families; 98% have been the 1st generation in their family to seek a 4-yr. college degree; and 87% have identified with an ethnic minority group. Since our inception, we have helped 315 students with their educational and leadership goals. 165 have graduated from our program, and another 150 high school students are currently enrolled in our program. Our goal is to double this number within the next 5 years. step@stepexpedition.org www.stepexpedition.org 6336 N Oracle Rd, # 326-326, Tucson, AZ 85704, 520-609-1149 5021 N 20th Street, #10782, Phoenix, AZ 85016, 602-526-4565 STEP’s 2014 Class received over $1 million in gift aid (scholarships / grants) from the institutions they are currently attending. 100% of our alumni report that STEP was instrumental in guiding them through the process of preparing for and applying to college. 96% report having a larger view of the world and their opportunities in it as a result of their STEP participation. Partners & Plan for long-term funding resources: Over the years, we have worked with 27 public high schools in Maricopa County, 17 schools in Pima County, and a variety of youth organizations, including Boys and Girls Clubs of Metro Phoenix, New Pathways for Youth (formerly called Phoenix Youth at Risk), Arizona Quest for Kids, Boys Hope Girls Hope, and AVID. We have done outreach to these schools and organizations; we work with the counselors to help prepare students for our program. The College Depot, Burton Barr Central Library, Pima County Library, and Grand Canyon University have provided meeting space, laptop computers, and internet access free of charge for our monthly workshops. National Outdoor Leadership School (NOLS) not only leads our Expeditions, but they have also provided matching funds for half of the expedition tuition costs. Their partnership is absolutely essential to our work. DMD Systems Recovery is providing our students with laptops, software, and additional IT needs. This technology is crucial to their ability to succeed in our program and beyond. Some of our past and current funders have included: Arizona Community Foundation; Armstrong Family Foundation; Beyster Family Foundation Fund; Cardinals Charities; Carstens Family Funds; DeTommaso Family Foundation; Eaglet Fund; Ingebritson Family Foundation; Jessica Beath Foundation; Kriendler Charitable Trust; Lucille E Williams Foundation; Murray Family Fund; Nicholas W. Genematas II Foundation; Pakis Family Foundation; Safeway Foundation; Sunshine Charitable Foundation; Walmart. In addition, we have significant support from a variety of individual & corporate donors, as well as our Board of Directors. STEP has submitted a request to Gila River Indian Community through Maricopa County. We will also be reaching out to the Salt River Pima-Maricopa Indian Community. Already in 2015, STEP has made significant strides with regard to sustainability. We began the year with a day- long Board retreat, which resulted in several new Board members and significant new, motivated energy throughout the entire Board. This lead to the implementation of a Fund Development Committee, who is already actively making important contacts within the community. We have hired a Chief Operating Officer, who is specifically tasked with creating sustainability for STEP, diversifying and increasing funding resources, and increasing public relations efforts. New activities here include the creation of an Advisory Council and an active Alumni Group (“Association”), to help with getting our name out in the community, making connections for us, assisting with our social media efforts, and fundraising. STEP has very loyal supporters, however we know that it is time to reach out into the community, and this will be a major focus of ours for the next several years. Timetable: The timeline for STEP follows the school year – students begin the program half way through their sophomore year, in February. They graduate from STEP when they graduate from High School, though ideally we keep in touch with students long after they graduate, and provide counsel if needed. The next class will begin our program in February 2016 and graduate May 2018. This timeline is a continuing cycle: New Student and Parent Orientation – Sophomore Year Monthly College-Prep Workshops – Sophomore, Junior, and Senior Year Writing Workshops – Summer between Junior and Senior Year Financial Aid Workshops – Junior and Senior Year Standardized Testing Prep – Junior Year Meetings with College Admission Representatives - Junior and Senior Year Monthly Homework (e.g. researching colleges, completing a college portfolio, writing a resume etc.) – Sophomore, Junior, and Senior Year Individual student advising regarding academic scheduling, summer programs, scholarships, campus-visit programs, pre-college programs, college options etc. – Sophomore, Junior, & Senior Year Alaskan Expedition – Summer between Junior & Senior Year step@stepexpedition.org www.stepexpedition.org 6336 N Oracle Rd, # 326-326, Tucson, AZ 85704, 520-609-1149 5021 N 20th Street, #10782, Phoenix, AZ 85016, 602-526-4565 STEP - College Prep & Leadership Expedition September 1, 2015 - August 31, 2016 EXPENSES Staff 4 FTE's $220,000 Payroll Expenses $20,900 Writing Workshop Series $10,000 Standardized Test Prep $6,800 Phone, Internet, Equip, Support $4,200 Printing, Copying, Faxing, Shipping, Postage $700 Office Expense & Supplies $3,000 Travel (Mileage) $4,000 Room Rental & Food $1,500 Audit, Misc Fees $6,400 Liability Insurance $5,000 NOLS Tuition (3 expeditions, 1.5 = in-kind) $86,250 Airfare, Staff room, board, gear, training $25,400 Medical Evac Insurance $1,080 TOTAL $395,230