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HomeMy WebLinkAboutTR-56-81 MEMORANDUM '10: Chairman and Members of the Finance and Administration Committee RUM: Kathryn Campbell, C.A. , B.Com. , Deputy Treasurer DATE: July 13, 1981 SUBJECT: Municipal Grants Policy ITEM: Tr-56-81 RE,MMMKT ION: "I'll-lat this policy for the evaluation of Municipal Grant Applications be adopted." REPOR?: The appended policy, application form and staff reporting form are provided here to establish son-x-- uniformity in the basis of decision making in the area of municipal grants. The policy is very broad as we do not wish to preclude any organizations whose pix)grwiB benefit the Town from nWdtlg application. Also, we wish to leave the setting of program priorities to the committee, as these priorities may change from year to year. 'Ihe application form will ensure information received on each applicant is complete and provide the committee with a sound basis for decision making. All organizations applying will be given a mans of explaining their programs, and be assured of a fair hearing. The due date for applications of September 30, will give the committee time to consider all of the applications during the budget process. Finally, the staff report by Treasury and Comimnity Services will serve to provide the committee with further information on which to base their decision. Staff believe this policy will streamline the processing of municipal grant applications and ensure all applications are given an equitable review. "C I K. Cw4-)bell. Municipal Grants Policy Non-profit organnzations, both incorporated and unincorporated, which benefit the Town will be informed of the Grant Policy and given the opportunity of making application for municipal grants. Grants will be considered for organizations located in the Town which provide recreational , cultural , or educational benefits to the community, at large, or to particular segments of the community. There must be a demonstrated need for the proposed service. The organization must indicate how it can effectively meet this need. Submissions must be made to the Treasurer of the Town of Newcastle, 40 Temperence Street, Bowmanville, by September 30 of the year preceding the grant year. Applications made after 'that date will not be eligible for consideration for a grant in the upcoming budget year. Grants are made for one year, commencing January 1 and ending December 31. Application must be made on an annual basis. Submissions should be accompanied by financial statements for the previous yea?, preferably audited, as well as financial statements for the current year to date and a budget for the upcoming year. All submissions will be evaluated by a committee and prioritized. Interviews between the Town and the organizations applying for the grants may, in some cases, be requested for the purpose of reviewing the request, assessing the service provided and/or the program needs. Subsequent to Councils ' decisions being made on the allocation of grant monies , letters of notification will be sent to every applicant. Grant Application Form tiDi l+A+x11 U(:!A4L Due Date: September 30, 1981. Town of Newcastle 1. Name & Address of Applicant Glontact Person Telephone Number 2. Grant Requested $ 3. Grant Request Information: (i ) Check one of the following to indicate the type of program for which you), organization is requesting funds: Cultural Educational Recreational Other (Please Specify) ~ W '�*l - 2 - 3. Grant Request Information - CODt'd . . . (ii ) Is grant requested: a\ In support Of the VrgdUiZotj0DS general activities? h\ TO finance in full , Or in part, certain activities Of a continuing nature? C\ To finance D 0d '0r 8Xt8DSi0D of S8rYiCeY d\ T0 fiD8OC8 d specific OD0-ti08 project? e\ If /B` , /[/ , Or /D/ ^ please specify: � (iii ) Briefly outline the program for which your are requesting funds: ----------------'-------------- /iY\ What is the duration of the propose(] program: ' 4, Clients served by the program: /i \ Describe your client group: (age group, specific problem, etc. ) -----------' 3 4. Clients served by the knograni: contd (ii ) Check one or more of the following to indicate the persons the funds your requestwould service: Adults Youth Other Single Men Boys Elderly Citizens Single Women Girls Families Heads of Both Families Specify Age Group If none of the above, please state: (iii ) a) Total number of persons served last year: b) Estimate total number of persons to be served this grant application year: c) Explain the increase or decrease in -the total number of persons to be served this year: d) Estimate number of persons to be served through grant: 5. Benefits of the proposed program (i ) Explain how you have determined the need for your service or program in the Town. (List resource documentation if available, current gaps in services, implications if service is not provided, etc. ) (ii ) What other organizations are providing -the same or similar, service? (iii ) Why do you think that the service you provide is best handled by your organization? (i .e. Special Resources , Expertise , etc. ) W46) 4 5. Benefits of the proposed program cont'd. . . . (iv) What existing community resources will be utilized by the service and how? 6. The Organization M Over what geographic area of the Town does your organization function or operate? (Service Area) (ii ) Is your organization entirely local , or is it tied in financially and/or constitutionally with a Regional , Provincial or National Organization? 7. EyRqipa (Financial Statements and Budget to be attached) (ij What other funding has been obtained or is being applied for to meet the budget of your organization? Please state the funding source and amount: (ii ) Is the organization incorporated as a non-profit organization? Yes N (iii ) Do the users of your service contribute financially to the organization other than through membership fees and charges for specific programs? (example: outings)? Yes No If yes, give annual -total of contributions from this source for, the year preceding the grant application year? $ (iv) Is it anticipated that the program for which the grant is requested will ever become self-supporting: Yes-- No a) If yes: When and How? 5 7. Fundina - cont'd (iv) b) If no: How will the service be continued on termination of financial assistance from the Town? Is any other funding (foundations, other levels of government, etc) requested for the coming year contingent upon a grant from the Town? Yes No If Yes: Please specify: (vi ) Does your organization aniticipate any donations in kind, example: Rent free premises? Please specify: 8. Additional Comments: Municipal Grants Staff Report to Community Services Committee Name of Applicant Date Request received Amount of Grant Requested $ Treasury Department (Comments and recommendations re: financial in-formation submitted. ) Community Services Department (Comments and recommendations re: the evaluations of organizations making the submissions and the programs to be undertaken. )