Carleton North, New Brunswick
· adopted 2023-03-14
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DISTRICT OF CARLETON NORTH
COMMUNITY INVESTMENT POLICY
POLICY NO. A-03
Category:
Administration
Policy Number:
A-03
Effective Date:
March 14, 2023
Approval by Council:
March 14, 2023
Supersedes:
Not applicable
Amended:
Not applicable
1. BASIC STATEMENT:
The District of Carleton North has many non-profit organizations who, through their active
membership, provide foundational support in many communities in our area. This policy reflects
the willingness and financial ability of the District of Carleton North to recognize and support the
ongoing efforts of our volunteers who serve a vital role in providing valuable programs and
services throughout our district. This policy is adopted under authority of Section 102 of the Local
Governance Act, RSNB 2017, c. 18.
2. PURPOSE:
To provide:
1) Annual operating funding to eligible organizations that can demonstrate their positive
contributions to our Town.
2) Sponsorship funding and one-time donations to eligible organizations for their positive
contributions to our Town.
3) In-Kind support to eligible organizations for events that will benefit the residents of the
District of Carleton North.
3. TYPES OF SUPPORT:
There are three types of support for which organizations may apply:
1) Annual Operating Grants:
a) Provides operational funding support to community-based organizations for their
programs and operational expenses.
b) Provides operational funding support to tourism, recreation and cultural organizations
for their programs and operational expenses.
2) Sponsorships:
a) Provides funding for tournament hosting / travel and District of Carleton North facility
discounts.
Community Investment Policy No. A-03
Adopted by Council: March 14, 2023
2
b) Provides a means for organizations to apply for funding where they do not meet the
registered charitable or registered non-profit requirements of the funding organization.
c) One-time monetary donations to organizations and/or individuals affiliated with
eligible organizations.
3) In-Kind support
a) Provides support to organizations through use of Town equipment, facilities, or staff
time.
4. ELIGIBILITY REQUIREMENTS:
1) Annual Operating Grant
a) Any organization applying for funding under this policy shall meet ALL of the
following requirements:
i. Be a not for profit or charitable organization.
ii. Have a volunteer board of directors or executive.
iii. Have been in operation for at least one year.
iv. Demonstrate the ability to raise funds through their own means.
v. Provide their organization's annual revenue and expenses and demonstrate a need
for operating funding assistance.
vi. For grants over $5,000, financial statements are required; and
vii. Demonstrate how their application for funding will benefit the residents of the
District of Carleton North.
b) The following types of organizations are not eligible to apply for Annual Operating
Grant support:
i. For Profit Organizations and/or Businesses;
ii. Federal and Provincial Government mandated service delivery responsibilities;
iii. Political organizations; and
iv. Churches
2) Sponsorships
a) Demonstrate the ability to raise funds through their own means;
b) Demonstrate how their application for funding will benefit the residents of the District
of Carleton North.
3) In-Kind support
a)
Demonstrate the ability to raise funds through their own means;
b) Demonstrate how their application for in-kind support will benefit the residents of the
District of Carleton North.
5. APPLICATION & REVIEW PROCESS:
1) Annual Operating Grants:
a) The District of Carleton North shall issue a call for funding once per year.
Community Investment Policy No. A-03
Adopted by Council: March 14, 2023
3
b) All organizations shall complete the Annual Operating Grant Application Form and
submit the form in full by the deadline advertised. Failure to do so may disqualify the
applicant.
c) All applications will be considered until the annual budget allocation has been depleted.
2) Sponsorships & Donations:
a) Sponsorship & Donation Applications may be submitted at any time throughout the
year, up to the annual budget allocation.
b) Any applications requesting support of $500 or less shall be referred to the Chief
Administrative Officer (CAO) for consideration up to the annual budget allocation, and
must be received two (2) weeks prior to when the support is required. The CAO
shall follow a guideline provided by the Administration Committee and guidelines will
be reviewed annually by the Administration Committee.
c) All organizations requesting support over $500 shall submit the application form in
full to the Chief Administrative Officer (CAO) fat least six (6) weeks prior to when the
sponsorship is needed to ensure CAO and Council have time to meet, review and
approve. Applications will be considered until the annual budget allocation has been
depleted.
d) Requests for Sponsorship of an application to another funding organization shall be
submitted at least four (4) weeks in advance of the funding organization's application
deadline to ensure Council have time to meet, review and approve the request.
e) Sponsorships & Donations shall be issued throughout the year, based on meeting the
established criteria.
3) In-Kind Support:
a) The District of Carleton North shall review the In-Kind Support Applications at any
time throughout the year.
b) All organizations requesting support valued at $500 or less shall complete the In-Kind
Support Application Form and submit the form in full to the Chief Administrative Officer
(CAO) at least four (4) weeks prior to when the sponsorship is needed.
c) All organizations requesting support valued at over $500 shall submit the application
form in full to the Chief Administrative Officer (CAO) at least six (6) weeks prior to
when the sponsorship is needed to ensure CAO and Council have time to meet, review
and approve.
d) Applications received shall be subject to availability of the Town staff, services, facility
or equipment being requested.
e) The application procedure shall be repeated any time an in-kind support is sought.
6. GENERAL CONDITIONS:
1) Grants may be awarded with certain terms and conditions. The letter of award shall state
if any particular restrictions apply to the grant. Funding may be revoked for failure to
comply with the terms and conditions stipulated in the letter.
2) Funding may be revoked should there be a misappropriation of funds, failure to report or
misrepresentation by the receiving organization.
Community Investment Policy No. A-03
Adopted by Council: March 14, 2023
4
3) The group or organization receiving a grant under this policy shall recognize the District
of Carleton North as a sponsor when applicable.
4) Approvals for financial assistance under this policy shall be at the discretion of the District
of Carleton North Town Council.
5) The Chief Administrative Officer/Clerk shall provide to Council a monthly summary of
requests received and the amount approved.
Certification for the District of Carleton North Policy Manual:
I certify that this Community Investment Policy, as indicated above was adopted by Council.
____________________________
March 14, 2023
Mayor
Date of Council Resolution
____________________________
March 14, 2023
Clerk
Date Policy in Effect
19 Station Road, Florenceville-Bristol, NB E7L 3J8
T: 506.392.6763
F: 506.392.5211
www.carletonnorth.com
Schedule A: COMMUNITY INVESTMENT
OPERATING GRANT APPLICATION
Instructions:
-
Use this cover sheet as the first page of your application.
-
Please submit all documents from the application checklist prior to the annual submission deadline for
Annual Operating Grants.
-
Incomplete submissions may disqualify your request for funding.
-
If you do not have enough space to answer a question, please attach a separate sheet.
-
The policy governing the District of Carleton North Community Investment program is available on the
Town's website at https://carletonnorth.com/town-hall/policies-2/ or by contacting the Town at
(506) 392-6763.
-
Please forward completed application to:
District of Carleton North
Attn: Chief Administrative Officer
19 Station Road
Florenceville-Bristol, NB E7L 4L7
Email: [email protected]
Fax: 506-392-5211
APPLICATION CHECKLIST
Organization Name:
Your District of Carleton North Operating Grant Application delivered in person, mailed, emailed
or faxed.
Proof of current registration as a non-profit or charitable organization, if applicable. Include a
copy of current Charitable Registration Number from Canada Revenue Agency. If your organization
is in the process of applying for registration, please include a copy of your application.
For requests over $5,000, the most recent financial statement for your group/organization (showing
all revenue and expenses).
The current operating budget for your group/organization (showing all revenue and expenses).
A report of the activities during the previous year (Annual Report) for your group/organization.
The organization has a Volunteer board of directors.
This organization has been in operation for more than one year.
Annual Operating Grant Application
2
PART A: APPLICANT INFORMATION
Community group/organization (applicant):
Title of project:
Contact name:
Title:
Mailing address:
Telephone:
Fax:
Email:
Federal Charitable Status Number (if applicable):
PART B: APPLICANT ORGANIZATION INFORMATION
All applications will be evaluated based on the information provided in this application.
1. Briefly describe your organization's mandate/objectives.
2. Describe the community, area and/or group(s) your organization serves.
PART C: DETAILS OF SUPPORT BEING REQUESTED
3. Requested amount of funding.
$
4. What type of expenses will the Community Investment be put towards? (Select one)
Programming and Operational Support (power bill, insurance, maintenance, programming, etc.) -
Specify the Operating expense type: _____________________________________________________
COMPLETE PART D ONLY
Project costs (construction, renovations, events, etc.) - COMPLETE PARTS D AND E
Annual Operating Grant Application
3
PART D: ORGANIZATION'S FISCAL REQUIREMENTS
All applications will be evaluated based on the information provided in this application.
5. Does your organization generate revenue and raise funds (fundraising activities, charge admission
to events/programs, membership dues, apply for grants, etc.)? if so, provide details and amounts.
6. Provide details of partnerships with local businesses. (businesses who cover some costs, advertise
your events, etc.)
7. What types of programs does your organization offer, and how often are they held?
Youth and Seniors:
Sport & Recreation:
Musical and Cultural Events:
Community Celebrations and Events:
Tourism:
Other:
8. How many volunteers are in your organization, and approximately how many hours per month are
volunteered in total?
# Volunteers:
Average # hours/month:
Annual Operating Grant Application
4
9. Does your organization have a property to maintain?
Grounds to maintain (ballfields, rinks, etc):
A building that is used to deliver programs and host events:
Other:
10. State property assessed value and property tax expense.
PID or Property Address:
Property Assessed Value: $
Property Tax Expense: $
PART E: PROJECT DETAILS (Not required for Programming or Operational Support)
All applications will be evaluated based on the information provided in this application.
11. Describe your organization's specific project requiring support.
12. Describe the benefits your project will provide to the District of Carleton North.
13. Will you partner with other organizations or businesses on your project?
Annual Operating Grant Application
5
14. PROJECT EXPENSES: Outline the planned expenditures for your project.
15. PROJECT REVENUE: List any other funding sources to which you have applied for this project,
including amount, funding agency, and status of those applications.
COMMUNITY INVESTMENT REQUESTED FROM
THE DISTRICT OF CARLETON NORTH
(Select one)
REQUESTED
16.
Operational support
$
17.
Project costs
$
18.
Annual Operating Grant Application
6
DECLARATION
The information provided on this application form and accompanying documentation is
accurate to the best of my knowledge. I hereby give the District of Carleton North authority
to verify any and all information pertaining to this application.
Application prepared by:
Signature
Print Name
Date
Board authorization (if applicable):
Signature
Print Name
Date
District of Carleton North approval:
Application approved for:
$_____________
To the following organization: _________________________________________________
Application denied
Chief Administrative Officer
Date
19 Station Road, Florenceville-Bristol, NB E7L 3J8
T: 506.392.6763
F: 506.392.5211
www.carletonnorth.com
Schedule B: COMMUNITY INVESTMENT
SPONSORSHIP & DONATION APPLICATION
Instructions:
-
Use this cover sheet as the first page of your application.
-
The policy governing the District of Carleton North Community Investment program is available on
the Town's website at https://carletonnorth.com/town-hall/policies-2/ or by contacting the Town at
(506) 392-6763.
-
Please apply at least two (2) weeks prior to required date for requests of $500 or less, and at
least six (6) weeks prior to required date for requests over $500.
-
Requests for Sponsorship of an application to another funding organization shall be submitted at
least four (4) weeks in advance of the funding organization's application deadline to ensure Council
have time to meet, review and approve the request.
-
Please forward completed application to:
District of Carleton North
Attn: Chief Administrative Officer
19 Station Road
Florenceville-Bristol, NB E7L 4L7
Email: [email protected]
Fax: 506-392-5211
APPLICATION CHECKLIST
Organization Name:
Your District of Carleton North Sponsorship Grant Application delivered in person, mail, email
or fax.
A report of the activities during the previous year (Annual Report) for your group/organization.
A report on the programs/activities proposed for the upcoming year for your group/organization.
The application to the funding organization, for those requesting Sponsorship of an application,
showing the applicant as Your Organization's Name c/o District of Carleton North.
Sponsorship & Donation Application
2
PART A: APPLICANT INFORMATION
Community group/organization (applicant):
Title of project:
Contact name:
Title:
Mailing address:
Telephone:
Fax:
Email:
Federal Charitable Status Number (if applicable):
PART B: APPLICANT ORGANIZATION INFORMATION
All applications will be evaluated based on the information provided in this application.
1. Briefly describe your organization's mandate/objectives.
2. Describe the community, area and/or group(s) your organization serves.
PART C: TYPE OF SUPPORT BEING REQUESTED
3. What type of support are you requesting?
Event Sponsorship (tournament hosting / travel, District of Carleton North facility discounts, etc.)
Sponsorship of an application to another funding organization
One-time monetary donation to organization or individuals affiliated with an eligible organization
FUNDING/SUPPORT REQUESTED
AMOUNT REQUESTED
Event Sponsorship
Sponsorship of application
One-time monetary donation
$
$
$
Sponsorship & Donation Application
3
PART B: PROJECT DESCRIPTION
Provide a brief description of the project:
DECLARATION
The information provided on this application form and accompanying documentation is
accurate to the best of my knowledge. I hereby give the District of Carleton North authority
to verify any and all information pertaining to this application.
Application prepared by:
Signature
Print Name
Date
Board authorization (if applicable):
Signature
Print Name
Date
District of Carleton North approval:
Application approved for: ____________________________________________________
To the following organization: _________________________________________________
Application denied
Chief Administrative Officer
Date
19 Station Road, Florenceville-Bristol, NB E7L 3J8
T: 506.392.6763
F: 506.392.5211
www.carletonnorth.com
Schedule C: COMMUNITY INVESTMENT
IN-KIND GRANT APPLICATION
Instructions:
-
Use this cover sheet as the first page of your application.
-
The policy governing the District of Carleton North Community Investment program is available on the
Town's website at https://carletonnorth.com/town-hall/policies-2/ or by contacting the Town at
(506) 392-6763.
-
Please apply at least four (4) weeks prior to required date for requests of $500 value or less, and
at least six (6) weeks prior to required date for requests over $500.
-
Please forward completed application to:
District of Carleton North
Attn: Chief Administrative Officer
19 Station Road
Florenceville-Bristol, NB E7L 4L7
Email: [email protected]
Fax: 506-392-5211
APPLICATION CHECKLIST
A signed original of your Community Investment In-Kind Grant Application.
A report of the activities during the previous year (Annual Report) for your group/organization.
A report on the programs/activities proposed for the upcoming year for your group/organization.
PART A-APPLICANT INFORMATION
Community group/organization (applicant):
Title of project:
Contact name:
Title:
Mailing address:
Telephone:
Fax:
Email:
In-Kind Support Application
2
Federal Charitable Status Number (if applicable):
IN-KIND SUPPORT REQUESTED FROM THE DISTRICT OF CARLETON NORTH
Please check all that apply and briefly describe your requirements.
Staff time:
Services:
Equipment:
Facilities:
Other:
PROJECT DESCRIPTION
Provide a brief description of the project for which you require the resources and why they are needed.
In-Kind Support Application
3
DECLARATION
The information provided on this application form and accompanying documentation is
accurate to the best of my knowledge. I hereby give the District of Carleton North authority
to verify any and all information pertaining to this application.
Application prepared by:
Signature
Print Name
Date
Board authorization (if applicable):
Signature
Print Name
Date
District of Carleton North approval:
Application approved for use of: _______________________________________________
To the following organization: _________________________________________________
Application denied.
Chief Administrative Officer
Date