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Model A Agreement <br />EXHIBIT 2 <br />2017 FEE SCHEDULE <br />Sponsorship Fee on deposits < $1,000,000 9%1 <br />Sponsorship Fee on deposits > $1,000,000 Negotiated 2 <br />Fees are inclusive of the following services: <br />CharitableVelItures <br />of Orange County <br />• <br />$150/hr (Financial Projections, Break Even Analyses and Customized <br />Reporting...) <br />Ser I vices <br />Acc�cl��fing <br />Advanced Fund Development <br />"•• <br />•a aalgal <br />Event Planning, etc.) <br />Advanced Business Services <br />$150/hr (Business Plan Development, Evaluation Services, Marketing and <br />Capacity to Receive Tax- <br />Monthly Financial Reports' <br />Hiring, Orientation and <br />Training & Workshops" <br />Donations <br />Termination of Em to ees to <br />Thank You Letters/Tax- <br />Management of accounts <br />Payroll Administration <br />Base liability and <br />Receipt to Donors <br />payable and receivable <br />umbrella insurance <br />Online Donation Capacity <br />Fund Accounting <br />Employee Trainings on <br />Special Insurance <br />Policies and Procedures <br />Coverage Assistance's <br />Review, Preparation, and <br />Individual Accounts for <br />Health, Vision and Dental <br />Risk management (i.e. <br />Submittal of Grant <br />most Projects <br />Insurance and 401(k) Plan <br />volunteer and liability <br />Applications <br />Access <br />insurance needs) <br />Grants Management and <br />Bank Transactions <br />Issuance of W2s to <br />Base legal services <br />Tracking <br />Employees <br />Submittal of Grant Reports <br />Annual Budgeting <br />Assistance (for grants and <br />Employment Law <br />Business Planning14 <br />and Financials <br />projects) <br />Compliance <br />Access to Event <br />Annual Audit and Taxes' <br />PTO Usage Management <br />Contract Negotiation and <br />Registration Software a <br />Management <br />Project Visibility on <br />Position recruitment (i.e. job <br />Website and in Annual <br />Disbursement of Funds <br />description development and <br />Partnership & Resource <br />Report <br />posting) <br />Development <br />Issue 1099s to contractors <br />EDD Reporting and <br />Advocacy Tracking and <br />Compliance <br />Compliance <br />State Board of Equalization <br />Independent Contractor <br />Reporting (resale)' <br />Management" <br />Additional iServices: <br />Advanced Accounting <br />$150/hr (Financial Projections, Break Even Analyses and Customized <br />Reporting...) <br />Advanced HR <br />$100/hr (Position recruitment and interviewing support...) <br />Advanced Fund Development <br />$135/hr (Proposal Development, Grant Budgets, Funder Research, Special <br />Event Planning, etc.) <br />Advanced Business Services <br />$150/hr (Business Plan Development, Evaluation Services, Marketing and <br />Communication, Board Development....) <br />1505 E.17"1 Street, Suite 101, Santa Ana, CA 92705 <br />Tel: 714.597-6630 Fax: 714.647.0901 <br />info@charitableventuresoc.org www,charitableventuresoc.org <br />