2024 CI Panelists - Conflict of Interest, Code of Ethics & Confidentiality

2024 Community Investment Panelists

Conflict of Interest, Code of Ethics, and Confidentiality
Full Name*

First NameLast Name
Preferred First Name*
As you would like it to appear on a nametag
Email*
example@example.com
I live or work in Marquette County.*

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Employer:*
Please select all the panels you have served on in 2022 or 2023:*

EducationFinancial Stability (A or B)Health (A or B)I don't remember which one(s)I did not serve on a panel in 2022 or 2023, but have previous to thatI have never served on a CI Panel
You will be assigned a panel and provided (via email) up to 6 funding proposals to evaluate prior to the Community Investment Panel presentations. Each proposal is 5 pages (up to 30 pages total per panel). Please indicate your preference regarding a hard copy of the proposals:

I will print the proposals myself and bring them with me.I will bring a tablet or other electronic device to view them and do not need a printed copy.I will pick up a printed copy from the UWMC office in advance. (1414 W. Fair Ave., Suite 26, Marquette.)I will review them electronically in advance, but would like a printed copy provided for me the night of CI Panels.Other
Conflict of Interest
Volunteers are likely to be professionally or personally affiliated with many organizations in their communities. It is not unusual for actual or potential conflicts of interest to arise. A conflict of interest exists when the personal or professional interests of a Community Investment Volunteer affects his or her ability to be objective.

Examples of Conflict of Interest
- You, a close friend, or a family member is a current employee or board member of the organization
- You were a client or employee of an organization within the past 5 years
- You or a family member makes a significant financial contribution to the organization (over $1,000 annually within the past 5 years)
- Any other reason that results in your inability to remain impartial
Please read the described conflicts of interest above and check the box next to any agency with which you have a conflict of interest. This will not prevent you from participating in the CI Panels, but will determine the panels on which you can serve.*

Alzheimer's Association of MichiganBay Cliff Health CampBig Brothers Big Sisters of Marquette & Alger CountiesCancer Care of Marquette CountyCommunity Action Alger MarquetteFeeding America West MichiganGreat Lakes Recovery CentersGreater Ishpeming Commission on AgingJanzen HouseLake Superior Life Care & HospiceLake Superior Village Youth & Family CenterMarquette County Habitat for HumanityNegaunee Senior Citizens CenterPropylon Nonprofit HousingRetired Senior Volunteer ProgramRoom at the InnSTAR Children's Bereavement ServicesSuperior Watershed PartnershipTeaching Family HomesTrillium HouseThe Women's CenterYMCANone
Code of Ethics
United Way of Marquette County is committed to the highest ethical standards. The success of United Way depends upon the ethical conduct of everyone affiliated with the organization. This Code establishes key guidelines to assist United Way volunteers in making good decisions that are ethical and in accordance with applicable legal requirements.

Personal and Professional Integrity

· Strive to meet the highest standards of performance, quality, service and achievement in working towards the United Way mission.

· Communicate honestly and openly and avoid misrepresentation.

· Promote a working environment where honesty, open communication and minority opinions are valued.

· Exhibit respect and fairness toward all those with whom contact is made.

Accountability

· Promote good stewardship of United Way resources that are used to pay operating expenses, salaries and employee benefits

· Observe and comply with all laws and regulations affecting United Way

Solicitations and Voluntary Giving

United Way encourages voluntary giving to its annual fundraising campaign. All campaign volunteers are instructed to adhere to the principal of voluntary giving which precludes the use of pressure or coercion in soliciting campaign contributions.

Diversity and Equal Opportunity

United Way values, champions and embraces diversity in all aspects of its activities. United Way respects others without regard to race, religion, creed, color, gender, age, disability, national origin or ancestry, marital status, veteran status or sexual orientation.

Conflicts of Interest

United Way volunteers:

· Should not knowingly take any action, or make any statement, intended to influence the conduct of United Way in a manner to confer any financial benefit on themselves, their immediate family members or any organization in which they or their immediate family members have a significant interest as employees, stakeholders, directors or officers.

· Disclose to the Chairperson of the United Way Board or Committee (as relevant) and the Executive Director all known conflicts or potential conflicts of interest in any matter before the Board of Directors, if they are Board members, or any United Way committee upon which they serve.

United Way Board Members and Community Investment Committee members:

Shall upon accepting office complete a disclosure statement on a form furnished by United Way and approved by the Board of Directors which provides information about significant interests (including family relationships) with United Way member agencies. This form, which is filed with the Executive Director, shall be updated annually. The forms shall be available for review by any United Way Board or Community Investment Committee member and shall be provided to Chairpersons of the Board, Executive Committee and Community Investment Committee to help assure timely disclosure of potential conflicts at the start of any deliberation.

Confidentiality & Privacy

Ensure that all information, designated as confidential, privileged or nonpublic, is not disclosed inappropriately. It is the policy of United Way of Marquette County that the internal business affairs of the organization and all program participant information represent United Way assets that each Board member, staff, volunteer, and representative has an obligation to protect. Board members, staff, volunteers and representatives authorized to have access to confidential, privileged or nonpublic information must treat the information as proprietary United Way property for which they are personally responsible. The privacy rights of all individuals in performance of their United Way duties will be respected.

Volunteers are encouraged to seek guidance from the Executive Committee or the Board of Directors concerning the interpretation or application of this Code of Ethics. Any known or possible breaches of the Code of Ethics should be disclosed to the Executive Committee or Board of Directors for investigation to a prompt and fair resolution.
Confidentiality Agreement
In order to protect the confidentiality of the nonprofit organizations and their clients:
- I will not divulge information discussed at meetings with anyone except fellow team members, appropriate United Way of Marquette County staff, or the Community Investment Chair and Vice Chair.
- I will not use privileged information gained as a Community Investment Volunteer for personal or professional gain.
- I will not photograph or record any portion of the Community Investment Panels.
- I will not share any information received via email and will destroy any hard copies of information and/or notes taken during the CI Panels.
Please sign this form to indicate that you have read and agree to abide by the above Code of Ethics and Confidentiality Agreement and that you have acknowledged any known conflicts of interest.
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2024 Community Investment Panelists

Conflict of Interest

Code of Ethics

Confidentiality Agreement