Board Handbook

Governance

• SWNI Racial Equity Policy (September 25, 2019)
• SWNI Equity Best Practices (July 24. 2019)
• SWNI Bylaws September 26, 2018
• Articles of Incorporation (April 23, 2014)
• Conflict of Interest Questionnaire (Each board member is required to sign this form annually)
• Whistleblower & Retaliation Acknowledgment (Each board member is required to sign this form annually)
• Document Management Policy (March 1, 2011)
• Financial Management Policy (March 27, 2013)
• Fiscal Administration Policy (April 25, 2012)
• Fiscal Sponsorship Policy (April 25, 2012)
• Public Information/Involvement Contracts (November 19, 2008)
• Personnel Policy (May 28, 2014)
  • Job Descriptions
    • Staff Responsibility Summary Chart 
      • Executive Director
      • Program Coordinator
      • Office Specialist
      • Event Coordinator
      • Technology
      • Communication Assistant (Newspaper)
      • Watershed Resource Center Manager funded by BES Grant
      • Stormwater Programs Specialist  funded by WMSWCD
• Personnel Performance Evaluation Form (September 11, 2011)

Agreement with City of Portland 

• Coalition ONI Grant Agreements and MOUs
• Standards for Neighborhood System

Grant Reports to Civic Life

• Coalition 1st 6-Month Report FY 2019-2020
• Coalition 2nd 6-Month Report FY 2018-2019
• Coalition 1st 6-Month Report FY 2018-2020

Committees

• Southwest Neighborhoods, Inc. Organizational Chart 2018
• Standing Committee Rules (April 23, 2014)
• Standing Committee Roles and Responsibilities (October 17, 2008)
• Nominating Committee Procedures

Committee Action Plans

• Equity and Inclusion Action Plan FY 2019-2020
• Land Use Action Plan FY 2019-2020
• Parks & Community Centers Action Plan FY 2019-2020
• Public Safety Action Plan FY 2019-2020
• Schools Action Plan FY 2019-2020
• Transportation Action Plan FY 2019-2020
• Watershed Action Plan FY 2019-2020

Planning

SWNI Board' Year at a Glance

Southwest Neighborhoods, Inc. is obligated to submit an annual plan to the City of Portland identifying actions that will be implemented to fulfill deliverable requirements in the following areas:

• outreach and communication
• organizational support
• advocacy support
• training and skill building
• participation in ONI programs
• neighborhood small grants program
• maintain accessible office in the community
• document management

Refer to grant agreement for more details regarding the deliverables in each category.

Financials

Financial Controls Policies and Procedures for Small Nonprofit Organizations (From Cindy Cumfer's website). Download the docx version.

Application forms and instructions for Fiscal Sponsorship and Fiscal Administration are located above, under Governance.

Budget

• Operating Budget FY 2019-20 (June 26, 2019)
• Operating Budget FY 2018-19 (June 25, 2018)
• Operating Budget FY 2017-18 (June 28, 2017)
• Operating Budget FY 2016-17 (May 27, 2016)
• Operating Budget FY 2015-16 (revised Sept 24, 2015)
• Operating Budget FY 2015-16 (May 27, 2015)
• Operating Budget FY 2014-15 (May 28, 2014)
• Operating Budget FY 2013-14 (May 22, 2013)
• Operating Budget FY 2012-13 (May 27, 2012)

IRS Reporting

• Form 990 - 2018
• Form 990 - 2017
• Form 990 - 2016
• Form 990 - 2015
• Form 990 - 2014
• Form 990 - 2013
• Form 990 - 2012
• Form 990 - 2011
• Form 990 - 2010
• Form 990 - 2009

Resources

• Southwest Neighborhoods, Inc. Resources for neighborhood associations
• Resources on the Oregon Department of Justice nonprofit resources website:
  • Guide to Nonprofit Board Service in Oregon
  • 20 Questions that Directors Should be Asking
• Nonprofit VOTE website contains resources on:
  • 501(c)(3) permissible activities
  • Nonprofits and ballot measures
• City of Portland
  • City of Portland code, Chapter 3.96 Office of Neighborhood Involvement and specifically, 3.96.040 Functions of District Coalitions:
    A District Coalition shall:
    1. Provide training and orientation, information and support services to Neighborhood Associations within the areas of Neighborhood Associations served;
    2. Facilitate communication between people and government;
    3. Promote public participation within the areas of Neighborhoods served on issues of livability, safety and public policy;
    4. Promote, encourage and support the participation of members of diverse communities within the areas of Neighborhoods served;
    5. Administer contracts or memorandums of understanding and operate the District Coalition in accordance with the adopted Standards; and
    6. Abide by the Standards established by the Office of Neighborhood Involvement.
  • Information on ONI Standards, City Code 3.96
  • Standards for Neighborhood Associations, District Coalitions, Business District Associations, And the Office of Neighborhood Involvement, Adopted by Resolution 36329 by Portland City Council on July 13, 2005
  • Training Opportunities