Town of Markham

Amended Grants and Sponsorships Guidelines

 

 

GRANTS & SPONSORSHIPS GUIDELINES:

 

The Grants/Sponsorships Guidelines are broken down into three categories: Celebrate Markham, Table Sponsorships, and Council Promotion. 

 

Celebrate Markham

The Celebrate Markham category consists of not-for-profit festivals/events that promote and recognize Markham as a great place to work, live and play.

 

In the past, the following events fall within the “Celebrate Markham” category:

Black History Month

Canada Day Celebrations

Character Community

Chinese New Year Celebration

Doors Open Markham

Markham Arts Council

Markham Festival

Markham Jazz Festival

Markham Rotary Club Santa Claus Parade

Milliken Mills Children’s Festival

Senior Citizen’s Light Tour

Senior’s Extravaganza

Senior’s Hall of Fame

Taste of Asia

Thornhill Festival

Unionville Festival

Volunteer Appreciation Event

 

The level of funding for the entire Celebrate Markham category of events will be set during the Business Planning/Budgeting process.  Funding amounts for individual Celebrate Markham events are to be set through the recommendations of the Grants Sub-Committee each year.  The Grants Sub-Committee will meet after the Budget is approved by Council to determine these allocations.  For the few Celebrate Markham events that occur early in the year (Black History Month, Chinese New Year), the funding levels are to be determined during the Budget process.

 

Before final funding is authorized, the following information for each event should be submitted to the Town prior to the date of the event:

  1. budget for the event (including details of what the Town funding will be spent on)
  2. previous year’s financial statements
  3. details of how the most recent event was received and a proposal for the upcoming year (including how the Town was represented)

 

For each of the Celebrate Markham events that the Town contributes money towards, there must be acknowledgement of the Town grant on all promotional material.  At the event itself, Town signage must be present (to be provided by the Town).

 

In addition, effective January 1, 2009, the following accounting treatment of the surplus/deficit will be applied to the Celebrate Markham Events:

 

In the year that a surplus is generated, the surplus will be carried forward to the following year, and the grant will be reduced by the amount of the previous year’s surplus;

 

In the year that a deficit is incurred, the organization will receive the approved grant and will carry forward the deficit as part of the following year’s budget.

 

Staff will handle the administration of all Celebrate Markham events.  Any additional requests for funding over the prescribed budgeted levels will require Council approval.

 

Table Sponsorships & Council Promotion

 

While a single organization can submit multiple requests, the maximum funding in any one year cannot exceed $4,000.

 

A Grant/Sponsorship made by the Town does not automatically translate into implied funding in subsequent years.  

 

If overspending occurs in any category, the Town’s Expenditure Control Policy will take effect.

 

Table Sponsorship

Table Sponsorships are classified as fundraising galas/dinners/receptions that promote or celebrate positive aspects of the Markham community.  As the Town sponsors many of the same events every year, it is recommended that a list of tables be approved during the Budget process. 

 

Table Sponsorships have an upset limit of $3,000 per organization.  During the Budget process, the list of Table Sponsorship events supported in the current year will be submitted for approval for the following year.  However, inclusion in the budget does not automatically translate into a sponsorship guarantee.  An appropriate number of councillors/senior staff must be able to attend the event before funding is given final approval.  If the appropriate attendance cannot be met, the Town can elect not to follow through with the sponsorship.  As a result, the administration of Table Sponsorships should continue reside in the Mayor’s Office.

 

Requests not on the approved Budget list may be accommodated during the year assuming there are sufficient funds available within the annual budget envelope.  A report will be presented to Council for each of these events.

 

Eligibility Requirements for Table Sponsorships

·        The entity requesting the funding must declare their not-for-profit status

·        The funding must be used to serve a recreational, cultural or economic benefit to the community

·        The benefits of the program and/or special event must accrue to Town residents or business community

·        Funding will not be provided to any political party/event

 

Council Promotion

This category encompasses all other requests for grant funding such as Travelling Teams, Advertising and Major Temporary Support.  Funding is to be capped at $1,000 per request (with the exception of Advertising at a maximum of $250) and will be administered through the Clerk’s department.  Staff will approve and monitor all requests that meet guidelines and are within the approved budget envelope and individual funding limits.  Staff will prepare status reports to Committee on all requests received and approved.  Any request over $1,000 is to be approved by Council. 

 

The following additional guidelines apply to these distinct areas:

 

Events - Grant requests sponsored or supported by a Member of Council, or senior Town staff, that do not fall into the Celebrate Markham category.   A Member of Council is to be involved with the event.

 

Travelling Teams - Community Groups/teams/athletes competing at a national or international level and the support is capped at a maximum of 50% of the cost of the wearing apparel to a maximum amount of $1,000.  Funding is restricted to individuals residing in Markham or organizations that have a minimum 75% membership from Markham. 

 

Advertising - Requests for Financial assistance toward the cost of advertising in a community newspaper, yearbook, event program and miscellaneous funding.  The advertisement must identify that it is from the Mayor and Members of Council.  Funding for this category is to be capped at $250 per request.

 

Major Temporary Support - items with extraordinary justification, bridge financing or other unforeseen circumstances.  There should be no budget allocation for Major Temporary Support and any funding would have to come from any operating surplus or reserves. 

 

 

 

 

Council Promotion/Grants Eligibility Requirements

 

·        The entity requesting the funding must declare their not-for-profit status

·        The entity’s programs must address a community need or provide a direct benefit to the Town (not applicable to Travelling Teams and Advertising)

·        The funding must be used to serve a recreational, cultural or economic benefit to the community (not applicable to Travelling Teams and Advertising)

·        The benefits of the program and/or special event must accrue to Town residents or business community (not applicable to Travelling Teams and Advertising)

·        Funding will not be provided for:

Ø       groups/organizations/events that are primarily of a religious nature

Ø      any organization outside the Town of Markham (including national or similar organizations) unless that organization can demonstrate a direct benefit to the Town

Ø      groups which are part of a national or similar organization unless the grant funds will be utilized within the Community

Ø      services that fall within the criteria of United Way funding

Ø      issues that fall within the domain of existing Federal, Provincial, and Regional funding (i.e. education, social/health services, international aid)

Ø      any political party/event

 


Council Promotion/Grants Submission Requirements

 

Before Approval:

·        each organization requesting financial assistance must apply in writing to the Clerk’s department

·        The organization must have an identifiable and accountable system of controls and lines of authority

·        The organization must submit a budget and previous year’s financial statements

·        The group/organization must have a clearly defined set of goals and objectives for the program/activity and should specify how they will be achieved

·        The organization should be able to identify the “outcomes” or the impact to service users and/or the community of the proposed program/activity and demonstrate how proposed outcomes are consistent with the Town’s goals and priorities

·        The organization must have a demonstrative system to monitor and review actual results to see if they are in compliance with the goals and objectives identified in the application

·        The organization must demonstrate the ability and determination that it has explored other sources of financial support from the private sector, other funders, and other levels of government

·        The organization must notify the Town of any conflict of interest situations or other contentious situations that may require the organization to seek legal counsel or may be the subject of media attention

 

After Approval:

·        All groups or organizations receiving a Town grant must acknowledge the funding on all promotional material.  If an event is scheduled, Town signage must be present (to be provided by the Town)

·        The organization should be prepared to submit a brief report identifying how the program/activity met its goals and objectives and to provide a financial accounting of funding

·        The organization shall make available for audit by the Town in a reasonable time, the organization’s books of accounts and supporting documentation for at least three years to show the receipt and disbursement of funds

·        The organization should be available for an on-site meeting during the funding year, if requested

·        The organization must not dispose of any surplus Town funds without prior approval of the Town, nor direct funding towards other programs

·        The organization must return to the Town any funds as a direct result of the termination of all or part of the program/activity for which Town funding has been awarded