TOWN OF BRIDGEWATER Grants and Community Sponsorship Policy

Transcription

1 TOWN OF BRIDGEWATER Grants and Cmmunity Spnsrship Plicy Plicy N.: 77 Apprved: Nv. 24, 2014 Reslutin N.: PURPOSE The Grants t Organizatins plicy prvides guidelines fr the awarding f grants t nn prfit rganizatins and scieties that apply t the Twn f Bridgewater fr financial assistance under ne r mre f the established grant categries. The gal f this plicy is t treat all rganizatins fairly and cnsistently and t prmte transparency in gvernment decisinmaking. POLICY It is the plicy f the Twn f Bridgewater t cnsider, within its financial capacity, financial supprt t nn prfit rganizatins and scieties (grups) that prvide prgrams, services, r activities that enhance the quality f life fr Bridgewater residents. Such financial supprt is prvided in recgnitin f the value these rganizatins prvide t the well being and grwth f the cmmunity and in helping the Twn achieve its strategic visin fr all members f the cmmunity t enjy life in a prgressive, healthy, safe, diverse and inclusive cmmunity with a strng sense f civic pride. Preference will be given t applicants applying under the develpment grant categry. BASIC ELIGIBILITY REQUIREMENTS Applicatins will be accepted frm grups that: Have submitted cmplete applicatins by the deadlines; Have fulfilled any bligatins utstanding frm previus grant awards; Have prvided prf f nn prfit status. 1 Applicatins will nt be accepted frm: Individuals; Fr prfit businesses; Organizatins with plitical affiliatins; Faith rganizatins where services/activities include the prmtin and/r required adherence t a faith; Hspitals, clinic based services r medical treatment prgrams; Schl bards; 1 Usually rganizatins receiving funding assistance shuld be Incrprated as nn prfit under the Jint Stck Cmpanies Scieties Act, hwever, grups that are nt Incrprated but have an executive, membership, and a prven reputatin are eligible t make applicatin fr funding assistance. 1

2 Prvincial/natinal rganizatins unless a lcal chapter exists t service the residents f Bridgewater; Organizatins seeking assistance in funding deficits. APPLICATION REQUIREMENTS Each grant categry requires a separate applicatin t be cmpleted thrugh the use f apprved frms. Ptential applicants are encuraged t review the assciated applicatin frms fr specific applicatin requirements. APPLICATION DEADLINE There are fur intake perids fr grant applicatins. Applicatins must be received, in full, n r befre the belw nted dates: May 1 August 1 Nvember 1 February 1 EVALUATION PROCESS The Grants Review Cmmittee, made up f members f Cuncil and staff, will review applicatins received under this plicy. The rle f this cmmittee is t determine which applicatins meet the basic eligibility requirements within this plicy, use criteria t cmplete a scring f the applicatin, and recmmend quarterly grant awards t Cuncil within the apprved Grants t Organizatins budget. EVALUATION CRITERIA The Twn may utilize, but is nt limited t, the evaluatin criteria in Schedule A, fr the scring f grant applicatins. Incmplete r inadmissible applicatins will be scred 0. COUNCIL APPROVAL The ttal budget fr grants t rganizatins will be cnsidered as part f the Twn s annual budget prcess. Cuncil may allcate funds ver and abve the amunt apprved in the budget prcess when requests fr grants f an emergency r pressing nature are received. Cuncil reserves the right t grant partial requests, r grant r reject any applicatin that may r may nt qualify in accrdance with the guidelines set ut in this plicy. Applicants are nt guaranteed funding. Grants t rganizatins will be cnsidered public knwledge. Grants may be awarded with certain terms and cnditins. Applicants will be ntified fllwing Cuncil s apprval with a Letter f Award, which will state if any particular restrictins apply t the grant. 2

3 REPORTING REQUIREMENTS All grups receiving a financial and/r an in kind grant frm the Twn must cmplete a Prject Evaluatin Frm and abide by any cnditins listed within the Letter f Award. Grups in nncmpliance with these bligatins may nt be cnsidered fr future grant pprtunities. GRANT CATEGORIES Grups may apply annually under ne r mre separate grant categries. I. Develpment Grants A develpment grant is a ne time grant t fund r spnsr an event, prgram, prject r activity that enhances, supprts, prmtes, infrms/educates, celebrates, preserves and/r prvides access t: a. Arts/Culture/Cmmunity Heritage b. Cmmunity Beautificatin/Envirnmental Sustainability c. Cmmunity Health and Wellness d. Yuth/Senirs Supprts e. Turism/ Ecnmic Develpment Develpment grants may cnsist f the waiver f municipal fees, the prvisin f in kind supprt, r direct financial supprt. II. Operating Grants Operating grants are cnsidered annually fr grups with a mandate t deliver an nging service r prgram that is generally delivered by a municipality, r cmplements a service being ffered by the Twn f Bridgewater. Operating grants may assist a grup with its peratins thrugh the waiver f municipal fees, the prvisin f in kind supprt, r direct financial supprt. Operating grants are nt intended t supprt permanent full time staff salaries r wages. Althugh an rganizatin may be awarded an perating grant several times, the award des nt carry the guarantee f renewal ver several years. Cuncil may cnsider a multi year funding ptin fr perating grants. III. Capital Grants A capital grant prvides ne time supprt fr the purchase f prperty; the cnstructin f a facility, remdeling, expansin f a facility; r purchase f equipment. 3

4 The award f a capital grant is reserved fr special circumstances and thus, may nt be awarded n an annual basis. The Twn may pay capital grants t grups ver tw r mre fiscal years. Applicants must hld the deed/lease t the prperty/facility r acceptable alternative (if relevant). 4

5 Twn f Bridgewater OPERATING GRANT APPLICATION Grant Applicatins must be received n r befre ne f the fur intake perids May 1, August 1, Nvember 1, r February 1. Please review the Grants t Organizatins and Cmmunity Spnsrships Plicy fr further infrmatin. APPLICANT INFORMATION Organizatin Name: Mailing Address: Telephne Number: Address: Cntact Persn Name: Cntact Telephne Number: Cntact Address: ASSISTANCE REQUESTED Financial Supprt In kind Services Cmbinatin Describe in detail the supprt requested (cash amunts and/r in kind services). Nte: grups are asked t estimate the number f hurs/types f services required. The Twn may make adjustments based n actual hurs and/r experience frm past events. 1

6 Hw will the financial supprt and/r in kind services be used? Nte: Operating grants are nt intended t supprt permanent full time staff, salaries r wages. SERVICE DESCRIPTION Operating Grants are cnsidered annually fr grups with a mandate t deliver an nging service r prgram that is generally delivered by a municipality, r cmplements a service being ffered by the Twn f Bridgewater. Please explain hw yur request meets these criteria: 2

7 Wh will benefit frm the prpsed service r prgram (i.e. Twn f Bridgewater residents, children, senirs, persns with disabilities, lw incme residents, etc.)? Hw will yur prpsed service r prgram cntribute t the Twn s ecnmy, visin and/r mandate? ORGANIZATION S DETAILS Prvide a brief histry f yur rganizatin, and indicate if it is incrprated as a nn prfit rganizatin (prvide registratin number). What are the general bjectives / services f yur rganizatin? 3

8 List the Executive Officers f yur rganizatin: Name Psitin FINANCIAL INFORMATION Has yur rganizatin received funding frm the Twn in prir years? YES NO If yes, indicate past amunts: Year Amunt Purpse What ther steps are being taken t generate revenue (i.e. grant applicatins, fundraising activities, and explratin f ther revenue surces)? Attach t this applicatin the rganizatin s financial statements frm the previus year (Fr grups shwing a surplus, a statement f the intended use f the surplus). 4

9 The infrmatin cntained in this applicatin is, t the best f my knwledge, true and crrect. I acknwledge that the cntents f this applicatin will be discussed in an pen Cuncil frum. Print Name Title/Psitin Signature Date Cmpleted applicatins shuld be sent t Ken Smith, CAO: Mail r in persn: 60 Pleasant Street Bridgewater NS B4V 3X9 E mail: grants@bridgewater.ca Fax: (902)

10 Twn f Bridgewater CAPITAL GRANT APPLICATION Grant Applicatins must be received n r befre ne f the fur intake perids May 1, August 1, Nvember 1, r February 1. Please review the Grants t Organizatins and Cmmunity Spnsrships Plicy fr further infrmatin. APPLICANT INFORMATION Organizatin Name: Mailing Address: Telephne Number: Address: Cntact Persn Name: Cntact Telephne Number: Cntact Address: ASSISTANCE REQUESTED Financial Supprt In kind Services Cmbinatin Describe in detail the supprt requested (cash amunts and/r in kind services). 1

11 Nte: grups are asked t estimate the number f hurs/types f services required. The Twn may make adjustments based n actual hurs and/r experience frm past events. Hw will the financial supprt and/r in kind services be used? CAPITAL PROJECT DESCRIPTION A capital grant prvides ne time supprt fr the purchase f prperty; the cnstructin f a facility, remdeling, expansin f a facility; r purchase f equipment. The award f a capital grant is reserved fr special circumstances and thus, may nt be awarded n an annual basis. The Twn may pay capital grants t grups ver tw r mre fiscal years. Applicants must hld the deed/lease t the prperty/facility r acceptable alternative: Please explain hw yur request meets these criteria: 2

12 Wh will benefit frm the prpsed prject (i.e. Twn f Bridgewater residents, children, senirs, persns with disabilities, lw incme residents, etc.)? Hw will yur prpsed prject cntribute t the Twn s ecnmy, visin and/r mandate? ORGANIZATION S DETAILS Prvide a brief histry f yur rganizatin, and indicate if it is incrprated as a nn prfit rganizatin (prvide registratin number). What are the general bjectives / services f yur rganizatin? 3

13 List the Executive Officers f yur rganizatin: Name Psitin FINANCIAL INFORMATION Has yur rganizatin received funding frm the Twn in prir years? YES NO If yes, indicate past amunts: Year Amunt Purpse What ther steps are being taken t generate revenue (i.e. grant applicatins, fundraising activities, and explratin f ther revenue surces) Attach t this applicatin a budget fr the capital prject, Attach t this applicatin the rganizatin s financial statements frm the previus year (fr grups shwing a surplus, a statement f the intended use f the surplus). 4

14 The infrmatin cntained in this applicatin is, t the best f my knwledge, true and crrect. I acknwledge that the cntents f this applicatin will be discussed in an pen Cuncil frum. Print Name Title/Psitin Signature Date Cmpleted applicatins shuld be sent t Ken Smith, CAO: Mail r in persn: 60 Pleasant Street Bridgewater NS B4V 3X9 E mail: grants@bridgewater.ca Fax: (902)

15 Twn f Bridgewater DEVELOPMENT GRANT APPLICATION Grant Applicatins must be received n r befre ne f the fur intake perids May 1, August 1, Nvember 1, r February 1. Please review the Grants t Organizatins and Cmmunity Spnsrships Plicy fr further infrmatin. APPLICANT INFORMATION Organizatin Name: Mailing Address: Telephne Number: Address: Cntact Persn Name: Cntact Telephne Number: Cntact Address: ASSISTANCE REQUESTED Financial Supprt In Kind Services Cmbinatin Describe in detail the supprt requested (cash amunts and/r in kind services). Nte: grups are asked t estimate the number f hurs/types f services required. The Twn may make adjustments based n actual hurs and/r experience frm past events. 1

16 Hw will the financial supprt and/r in kind services be used? PROJECT DESCRIPTION A develpment grant is a ne time grant t fund an event; prgram; prject r activity that enhances supprts, prmtes, infrms/educates, celebrates, preserves and/r prvides access t: (Check all that apply t yur prject): Arts/Culture/Cmmunity Heritage Cmmunity Beautificatin Envirnmental Sustainability Cmmunity Health and Wellness Yuth/Senirs Supprts Turism/ Ecnmic Develpment Prvide a brief descriptin f the event, prgram r prject. Wh will benefit frm the prpsed event, prject r prgram (i.e. Twn f Bridgewater residents, children, senirs, persns with disabilities, lw incme residents, etc.)? Hw will yur prpsed event, prject r prgram cntribute t the Twn s ecnmy, visin and/r mandate? 2

17 ORGANIZATION S DETAILS Prvide a brief histry f yur rganizatin, and indicate if it is incrprated as a nn prfit rganizatin (prvide registratin number). What are the general bjectives / services f yur rganizatin? List the Executive Officers f yur rganizatin: Name Psitin 3

18 FINANCIAL INFORMATION Has yur rganizatin received funding frm the Twn in prir years? YES NO If yes, indicate past amunts: Year Amunt Purpse What ther steps are being taken t raise funds (i.e. grant applicatins, admissin fees, fundraising, etc.)? Attach t this applicatin a budget fr the event, prgram r prject Attach t this applicatin the rganizatin s financial statements frm the previus year (fr grups shwing a surplus, a statement f the intended use f the surplus). The infrmatin cntained in this applicatin is, t the best f my knwledge, true and crrect. I acknwledge that the cntents f this applicatin will be discussed in an pen Cuncil frum. Print Name Title/Psitin Signature Date 4

19 Cmpleted applicatins shuld be sent t Ken Smith, CAO: Mail r in persn: 60 Pleasant Street Bridgewater NS B4V 3X9 E mail: grants@bridgewater.ca Fax: (902)

20 Twn f Bridgewater PROJECT EVALUATION FORM Cmpleted evaluatin frms are required within 30 days f prject/event cmpletin. APPLICANT INFORMATION Organizatin Name: Mailing Address: Telephne Number: Fax Number Address: Cntact Persn Name: Fax Number Cntact Telephne Number: Cntact Address: TYPE OF GRANT PROVIDED Financial Supprt In Kind Services Cmbinatin Describe hw the grant cntributin was used: 1

21 Did this grant benefit the cmmunity as anticipated r expected (including ecnmic impact? If relevant, what were the final participatin numbers fr yur event r prgram? Attach t this evaluatin phts f the event, prgram r cmpleted prject. Attach the Letter f Authrizatin if phts are submitted. Attach t this evaluatin a final budget fr the event, prgram r prject. The infrmatin cntained in this evaluatin is, t the best f my knwledge, true and crrect. I acknwledge that the cntents f this frm may be discussed in an pen Cuncil frum. Print Name Title/Psitin Signature Date Cmpleted evaluatin frms shuld be sent t Ken Smith, CAO: Mail r in persn: 60 Pleasant Street Bridgewater NS B4V 3X9 E mail: grants@bridgewater.ca Fax: (902)

22 SCHEDULE A Grant Evaluatin Criteria In general, preference will be given t grups that demnstrate cmmunity supprt, efficient use f resurces, sund business practices and a cmmitment t achieving self reliance. I. Develpment Grant Evaluatin Criteria a. Merit f the Event (60%) Organizers have cmmunicated a slid visin and gals fr the event/activity/prgram, which supprts the purpse f a develpment grant. The event/activity/prgram des nt duplicate ther cmmunity events/activities/prgrams. Residents f Bridgewater will directly benefit frm the event/activity/prgram. b. Ecnmic Impact (15%) The applicant has described the expected ecnmic benefits t Bridgewater (dllars spent in the twn, staff hired, number f lcal vlunteers, training ffered t staff/vlunteers, lcal perfrmers, htel rms rented). The event/activity/prgram prmtes ecnmic activity in Bridgewater. The event/activity/prgram prmtes Bridgewater as a destinatin fr visitrs. c. Financial Need (15%) Demnstrated need fr financial assistance frm the Twn. Demnstrated effrts t seek ther funding surces. d. Organizatinal Effectiveness (10%) Event rganizers have presented an applicatin that indicates a well planned and rganized event/activity/prgram. Grup has a slid leadership structure. Grup perates with a clear mandate. II. Operating Grant Evaluatin Criteria a. Relevance f Service (60%) The extent t which the rganizatin ffers a service that is a legislated respnsibly f municipal gvernment. The extent t which the service cmplements the Twn s Strategic Plan and/r a service currently ffered by the Twn f Bridgewater. The extent t which residents f Bridgewater will directly benefit frm the service. The extent t which the service r prgram enhances the quality f life fr Bridgewater residents. The extent t which the benefits f the service are brad based and nt specific t a special interest grup. b. Financial Need (25%) Demnstrated need fr financial assistance frm the Twn.

23 Demnstrated effrts t seek ther funding surces. c. Organizatinal Effectiveness (15%) Grup has a slid leadership structure. Grup perates with a clear mandate. III. Capital Grant Evaluatin Criteria a. Relevance f Capital Prject/Purchase (60%) The extent t which the capital prject/purchase enhances an rganizatin s ability t ffer a service that is a legislated respnsibly f municipal gvernment. The extent t which the capital prject/purchase enhances the rganizatin s ability t cmplement the Twn s Strategic Plan and/r a service currently ffered by the Twn f Bridgewater. The extent t which residents f Bridgewater will directly benefit frm the capital prject/purchase. The extent t which the capital prject/purchase imprves the quality f life fr Bridgewater residents. The extent t which the benefits f the capital prject/purchase are brad based and nt specific t a special interest grup. b. Financial Need (25%) Demnstrated need fr financial assistance frm the Twn. Demnstrated effrts t seek ther funding surces. c. Organizatinal Effectiveness (15%) Grup has a slid leadership structure; Grup perates with a clear mandate. Budgets are well develped (if relevant).