Core Program Application (Deadline is August 31, 2012) Applicant Information Full Name: Date: Last First M.I. Home Address: Street Address Home Phone City State ZIP Code Social Security Number Cell Phone: Personal E-mail Employer Name Sponsor Title (if different than employer) Employer Address: City State Employer Phone: Something interesting about yourself. ZIP Code Employer Email: Personal Data: ( completing the following section is voluntary but not required). Please place an “x” in the appropriate boxes below: Age Range Under 25 25-30 31-40 41-50 51-60 60+ Ethnicity African American Gender Male Asian/Pacific Islander Caucasian Hispanic/Latino Other Female Please answer the following questions. Do you have any special physical needs for which you are requesting accommodation? If yes, please describe: Do you have any special needs (dietary, physical, etc.) for which you are requesting accommodation? If yes, please describe: Education High School From: Did you graduate? To: College From: To: From: To: Did you graduate? Did you graduate? To: Address: Did you graduate? Trade/Other From: Degree: Degree: Degree: Please place an “x” in the appropriate boxes below: How did you hear about Leadership Berks? Leadership Berks Graduate Attended a Leadership Berks Event My Employer Greater Reading Chamber of Commerce & Industry Alvernia University Other (please specify) References Please list three professional references. Full Name: Relationship: Employer: Ph: Address: Title: Email: Full Name: Relationship: Employer Ph: Address: Title: Email: Full Name: Relationship: Employer: Ph: Address: Title: Email: Professional and/or Personal Achievement Please list any professional organizations or affiliations. What do you consider the highest responsibility, skill, career or professional achievement to date? Previous Employment Company/ Organization: Supervisor’s Title: Address: Job Title: Responsibilities: Supervisor’s Name: Supervisor’s Title: Supervisor’s Email: Phone: May we contact your previous supervisor for a reference? Please answer yes or no. Expectations/Interests for Community Placement Requirement Answers in the following sections will be summarized and provided to instructors so they may adjust their course material to enrich your Leadership Berks experience. Board and /or Committee Experience Please answer yes or no to the following questions. Have you served on a nonprofit board? Have you served on a nonprofit committee? If you have served on a board or committee in the past, please continue below. If not, skip to the next section. Organization Name: Mission: Type of Position: Describe Role: From/To: Contact Name: Address: Contact Phone: Others? Please describe Contact Email: Unique Skills & Expertise The following skills or abilities make me unique as a volunteer, board or committee member: I speak the following languages fluently (other than English): I have the following certifications: (i.e., CPR, First Aid, CPA, etc.) Public Service & Community Engagement Please answer questions by placing an “x” in the appropriate box below. After Leadership Berks, I anticipate my contribution to a board or committee in hours/month will be: 1-5 hours 6-10 hours 11-15 hours 15-20 hours 20 + hours Please place an “x” in the box that best describes the “level” or type of board or committee you think you will be ready to serve upon completion of the program. “governing board” – predominantly policy setting/decision making “working board” – (hands on, volunteer tasks often assisting with day to day operations if necessary “ad-hoc” committee – (specific task for a set time period or one-time event or task) “board” committee – (year-round work within board term often from brainstorming to implementation) Please place an “x” in any of the following categories in which you would like to serve after you complete the Leadership Berks program. These will help us help you narrow down your interest areas. (Categories provided courtesy of the United Way of Berks County. Infants / Preschoolers (0-4) Children (5-12) Adolescent (13-17) Nursing Homes Young Adults (18-25) Older Adults (55+) Families / Parents Disabled / Ill Older Adults (55+) Low Income/Poverty Homeless Minorities Military Men Students Women The following categories best describe my interests: Abused / Battered Arts/Culture Disabled / Ill Disaster Victims Homeless Law Offenders Literacy Poverty Recreation Rural Sexual Assault Substance Abuse Teen Pregnancy Transportation Technology Urban As an applicant for the Core Program, I place an “x” here to indicate that I have read and reviewed the following questions which are provided by Leadership Berks in conjunction with our Faculty of Advisors to help you maximize your experience throughout the program and to pinpoint critical questions you ought to consider as you prepare to identify your nonprofit board or committee service.) General Questions Am I passionate about the mission of the organization for which I would like to serve as a board or committee member? Do I understand my legal, fiduciary, oversight responsibilities of being a board member? Can I imagine making the organization one of my leading philanthropies to which I give of my time, energy, and financial resources? Am I expected to make a contribution of a specific amount? How will I contribute skills, or expertise to help advance the organization’s mission? Will I raise money? Am I willing to introduce others to the work of the organization? Are my goals the same as those of the organization and its board? Do I have the time to make a meaningful contribution to the organization? Self Defense Questions Is the organization incorporated? What is its tax status? Are the bylaws current? Are they Sarbox compliant? Is there D&O coverage? What is the relationship (if any) between this entity and any national/parent entity? Is there any pending litigation by or against the organization that could materially affect its fiscal health? Is there an audit? Are there written human resources policies and procedures for hiring? Best Practice Questions Governance Is there a power limit for the executive committee? If so, what is it? What is the size of the board and its composition? How is it selected? Is there a job description or written expectations for board members? What percentage of the board is independent? What is the nature of existing conflicts of interest? Are any board members compensated by the organization? What are the term limits? What has the board done about voluntary compliance with relevant Sarbox provisions? Does the organization seek to exist in perpetuity or for some other time horizon? Has that been articulated? Under what circumstances would the organization go out of business? Finance and Risk Describe the audit process, auditor selection and the board review process of the audit? What known risk exposures have been identified and how are they managed? What is the composition of revenue? What risks may that pose? Who are our competitors? What is our competitive advantage, what is theirs? What is the status of our strategic plan? Are there succession plans in place for key staff and volunteers? Fundraising Is there a gift acceptance policy in place? Is there a naming rights policy in place? Does the organization have written cultivation plans in place for its top 25 prospects? What percentage of contributions comes from special events? Planned giving? What is the long term strategy for private philanthropy? How is the professional fundraising staff member compensated? What is the role/expectation of board members in fundraising? Is there an endowment, what is its purpose? Are there donor directed gifts as part of this endowment? Greater Reading & Berks County Perspective In 200 words or less, please describe the three most significant problems or challenges you see facing Greater Reading and Berks County now and in the next 10 years. Explain your choices and offer any recommendation for action you may favor for each. Expectations Please explain briefly what you hope to gain from, and how you expect to use, your Leadership Berks experience to meet your personal and professional goals. By placing an “x” here, 2011-2012 Proposed Session Dates & Important Deadlines I indicate that I have blocked the following dates on my calendar and understand that all sessions are mandatory unless requests are made in writing at the time of application to the Director (dates in bold are non-negotiable). Requests will be considered case-bycase and approved at the sole discretion of the Director. Session dates or times are subject to change. Program Orientation Two-day Overnight Retreat November December January February March April (Session & Social) May & Project Presentations June (Graduation & Luncheon) 7:45am-12Noon, Thurs., Sept. 20th 7:30am Thurs., Sept. 27th- 4:30pm, Fri, Sept. 28th 8am-5pm, Thurs., Nov. 1st; Reception 5-7pm 8am-5pm, Thurs., Dec.6th; Reception 5-7pm 8am-5pm, Thurs., Jan.10th (weather backup Jan 17th) 8am-5pm, Thurs., Feb. 7th (weather backup Feb. 14th) 8am-5pm, Thurs., Mar. 7th (weather backup Mar.14th) 8am-5pm, Social 5pm-7pm, Thurs, Apr. 11th 8am-5pm, Thurs., May 2nd 10am-3pm, Thurs., Jun. 6th 2012-2013 TUITION (Unless noted otherwise on this application or unless arrangements have been made in writing in advance, please enclose payment.) Employer Sponsored Rate: $2520.00 Discount Rate: $2060.00 (The discount rate is available to self-sponsored applicants or employees of nonprofit organizations with an annual operating budget under $250,000. Budget must accompany this application.) Please note the party responsible for payment of the tuition will be noted as the applicant’s sponsor in all of Leadership Berks’ publications before, during and after participation in the program. Please make check payable to: Leadership Berks at Alvernia University Please place an “x” on the appropriate box below. I am an employer-sponsored applicant. Please bill my employer upon acceptance. I am an individual applicant sponsored by an organization other than my employer. (i.e. service club or association). I am an employer sponsored applicant with an annual operating budget under $250,000 eligible for the discounted rate. (Budget must be attached to qualify.) Please bill my employer upon acceptance I am a self-sponsored applicant eligible for the discounted rate. Please bill me upon acceptance I am an individual requesting consideration for a scholarship. Enclosed is my letter to the Scholarship Review Committee explaining the nature of my request and what portion of the tuition, if any, I am willing to pay. Preference is given to partial scholarship requests.. SCHOLARSHIP APPLICANT’S PLEASE NOTE THE FOLLOWING: Depending on available resources, Leadership Berks may award scholarships to individuals who are self-sponsored or who work for a nonprofit organization with an operating budget under $250,000. All requests must be made in writing addressed to the Leadership Berks Scholarship Review Committee and must accompany this application to be considered. Each request is reviewed on a case by case basis. Preference is given to requests whereby the applicant or their sponsor contributes a minimum of 50% toward tuition. Application for consideration is in no way a guarantee of award. Party responsible for tuition payment: NAME: ADDRESS: TITLE: PHONE: EMAIL: Photo Release I, give the Leadership Berks Program and Alvernia University absolute right and permission to use photographs of me in its promotional materials and publicity efforts. I understand that the photographs may be used in publications, print ads, direct-mail pieces, electronic media (e.g. video, CD-ROM, internet/WWW), or other forms of marketing and promotions. I release Leadership Berks, Alvernia University, any photographer, their offices, employees, agents, and designees from liability for any violations of any personal or proprietary right I may have in connection with such use. Applicant/Employer/Sponsor Work Release & Support By placing and “x” here and by signing below, I and my employer, sponsor, or supervisor fully support my participation in the Leadership Berks program including release from work to attend sessions, meetings or events related to the program in whole or in part, without penalty. I, my employer, sponsor or supervisor agrees to meet all program expectations and requirements associated with participation including but not limited to: monthly class sessions, class projects, and service learning projects; and to fulfill all requirements associated with the terms of my placement with a board or committee position for a minimum of one year as required post program completion. More specifically, to fully engage with and support program requirements including but not limited to: Attending and actively participating in the Core Program ½ day orientation Attending and actively participating in mandatory two-day overnight retreat Attending and actively participating in all full-day, monthly sessions. Prefer to no class time is missed however the maximum allowable excuse hours is 16 over the course of the entire program. Assigned by Leadership Berks to project team and meet in & out of class as needed to meet project objectives Securing an initial meeting with the project team and beneficiary Actively working with a class team throughout the program with completion and deliverables Attending and actively participating in meetings for service learning projects throughout the program Actively working on a class committee during the course of the program Actively working with members of the class to identify a class community service project or drive Attending and actively participating in class committee meetings during the course of the program Attending and actively participating in post-session evening receptions during the course of the program Attending and actively participating in and helping to plan Alumni Council events Identifying and confirming a committee or board position with a min. term of 1year after the program is the sole responsibility of the participant. Some assistance is available through Leadership Berks upon request by April 1st Identify incoming class participants and invite them to attend the Spring Social Determine with classmates an individual/class financial donation back to Leadership Berks by May 1st Attending Service Learning Project Presentations at May Capstone Class Session Attend graduation in June Upon acceptance into the program, Leadership Berks reserves the right to dismiss any person who fails to comply with participation guidelines or who fails to meet program requirements or expectations in or out of the classroom. Any person dismissed from the program or their sponsor will not be eligible for a tuition refund of any kind. Applicant’s Name ________________________________________________ Applicant’s Signature __________________ Date Supervisor’s Name (if sponsored by employer) _______________________________________________ Supervisor’s Signature __________________ Date