Municipal Grants Policy (Feb 2025)

Victoria, Nova Scotia

This is the exact embedded text of the captured official document. Snapshot dd463d5bc17f · verified 2026-06-05 · original document · archived snapshot · unofficial consolidation, the official version is held by the municipal clerk.

MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 1 of 14 PURPOSE The purpose of the policy is to: 1. provide a framework for the fair and transparent disbursement of public funds; 2. ensure that all community organizations are treated fairly and equitably; 3. minimize administrative hurdles and encourage consistency and standardization in the application process and, 4. provide council and staff with guidance on appropriate expenditures, record keeping and reporting of expenses related to municipal grants. SCOPE Any community organization that applies for and/or receives financial assistance from the Municipality under any established grant program, including property tax relief, is subject to this policy. Funding provided to primary and secondary schools within Victoria County are also subject to this policy. All staff and council involved in the administration and/or approval of municipal grants must adhere to the policy statements contained within this document. Inter-municipal agreements, annual fire department operational funding, and residential property tax rebates are not applicable under this policy. The property tax relief category within this policy replaces the previous 'External Organizations Tax Exemption' by-law. POLICY DEFINITIONS 'Application' shall mean the formal application form developed by the Municipality, specific to the grant program from which funds are being sought. 'Community organization' shall mean an organization that is either incorporated as non-profit or a registered charity as defined by the Canada Revenue Agency 'Council' shall mean the Municipal Council of the Municipality of the County of Victoria. 'Grant' shall mean an award of financial or in kind assistance by the Municipality to an eligible organization; does not include monies transferred as part of a contract for service. 'Municipality' shall mean the Municipality of the County of Victoria. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 2 of 14 GENERAL The aim of any grant program within this policy is to provide a modest level of support and assistance to community organizations within the Municipality. This support is in recognition of the value that these groups provide to the well-being, sustainability and growth of our communities and to encourage citizen involvement. AVAILABILITY On an annual basis, Council shall identify amounts to be allocated for grants as part of the budgeting process. Grant funding disbursed in accordance with this Policy shall not exceed 4% of the total revenue collected by the Municipality through taxes. Council may set aside a portion of the funding allocated to grant programs to be used for requests of a special nature. AUTHORITY Section 71 of the Municipal Government Act states council may, by policy, exempt from taxation, to the extent and under the conditions set out in the policy (1) (a) property (i) of a named registered Canadian charitable organization, and (ii) that is used directly and solely for a charitable purpose; (b) property of a nonprofit community, charitable, fraternal, educational, recreational, religious, cultural or sporting organization if, in the opinion of the council, the organization provides a service that might otherwise be a responsibility of the council; (2) The council may, by policy, to the extent and under the conditions set out in the policy, provide that the tax payable with respect to all or part of the taxable commercial property of any nonprofit community, charitable, fraternal, educational, recreational, religious, cultural or sporting organization named in the policy be reduced to the tax that would otherwise be payable if the property were residential property, inclusive of area rates. Approvals for development, capital, and operating grants, property tax relief and scholarship funding under this policy shall be given by Council. Approvals for tourism related initiatives under this policy shall be administered by the Tourism and Recreation department. Approvals for recreation and physical activity related initiatives, including school recreation, under this policy shall be administered by the Tourism and Recreation department. FUNDING CONDITIONS In general, grant applicants should not expect the Municipality to be the sole source of project funding. The Municipality is interested in ensuring that organizations have other sources of funding or external partners to support projects, programs, etc. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 3 of 14 In certain cases the Municipality may make municipal contributions contingent on other levels of government support or partnerships. Funding from other municipal programs must be identified. Financial assistance from other municipal sources may make applications ineligible for specific grant. Funding requests for grants are considered for one fiscal year at a time unless otherwise specified within a specific grant program. Any funding approval that is contingent on certain terms and conditions shall be communicated to the applicant in writing with an associated timeline to satisfy said terms and conditions. Funding may be revoked for failure to comply with the terms and conditions stipulated. Funding may be revoked should there be a misappropriation of funds, failure to report when requested, or misrepresentation by the receiving organization. All applications will be pre-screened for debt owing to the municipality. Organizations that are currently in a delinquent position for property taxes and/or utility bills will have their application deemed ineligible for consideration until delinquencies are settled. Any community organization that receives grant funding from the Municipality shall recognize the Municipality as a partner (where applicable). Applicants are required to secure and maintain appropriate insurance coverage. Proof of insurance may be requested by the Municipality. CRITERIA Applications will be accepted from organizations that: - Have submitted complete applications by the deadlines; - Have fulfilled any obligations outstanding from previous grant awards; - Have provided proof of non-profit status. Applications will not be accepted from: - For-profit businesses; - Organizations with political affiliations; - Organizations where services/activities include the promotion and/or required adherence to a faith; - Provincial/national organizations unless a local chapter exists to service the residents of Victoria County. Priority will be given to community organizations that provide programs or services within the Municipality, or to a significant number of residents of the Municipality. Community organizations may apply for assistance through more than one grant program providing that the applications pertain to separate and distinct projects, programs or initiatives. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 4 of 14 Applications received after the application deadline shall be considered the following year unless there is an urgent need and the request is within the remaining budget for such grants. Criteria specific to each grant program can be found in the appendices of this policy. GRANT CATEGORIES 1. Development - To provide one time financial support to fund or sponsor an event, program, project or activity that enhances, supports, promotes, informs/educates, celebrates, preserves and/or provides access to: a. Arts/Culture/Community Heritage b. Community Beautification/Environmental Sustainability c. Community Health and Wellness d. Youth/Seniors Supports e. Tourism/Economic Development 2. Capital - To provide onetime support for the purchase of property, the construction, remodeling or expansion of a facility, or purchase of equipment. 3. Operational - To provide grants to community organizations that have a mandate to deliver an ongoing service or program that is generally delivered by a municipality, or complements a service being offered by the Municipality. 4. Property Tax Relief - To provide partial or full relief to community organizations for their annual property tax amount. 5. Recreation/Physical Activity- To provide grants to community organizations that are offering program or services that support the goals and objectives identified in the Municipality's Recreation and Physical Activity Strategy. The focus of these grant programs may change from year to year. 6. Tourism - To provide grants to community organizations that are offering program or services that support the goals and objectives identified in the Municipality's Tourism Strategy. The focus of these grant programs may change from year to year. 7. School Recreation - To provide grants to primary and secondary schools within Victoria County for the purpose of recreational program opportunities to its students. 8. Scholarships - To provide financial awards to Victoria County residents graduating from high school and attending a recognized post-secondary program. APPLICATION PROCESS FOR DEVELOPMENT, CAPITAL AND OPERATING GRANTS The deadline for grant applications shall be identified annually. Applications will be made available online and will include the deadline. Only one application per community organization may be submitted in each fiscal year for each funding category; however, applications should pertain to separate and distinct projects, programs or initiatives. Organizations should not expect funding to be awarded each fiscal year. Preference will be given to organizations who have not received funding within the last fiscal year. Applications for grant funding must include: MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 5 of 14 - Completed application form - Proof of active registration as a non-profit or charitable organization - Most recent financial statements or Treasurer's Report - A budget outlining expenses and revenues for the proposed project, program or service. Incomplete applications will not be considered for funding. Further information may be requested as required. All development, capital and operating grant applications received throughout a current year will be referred to the budget process of next fiscal year. Applications will be compiled and evaluated by a staff committee. A recommendation will then be provided to Council for consideration, modification and approval. Final decisions on grants will be made upon approval by Municipal Council as part of the annual operating budget process. Each applicant shall be notified in writing of the decision. Application requirements specific to each grant program can be found in the appendices of this policy. APPLICATION PROCESS FOR PROPERTY TAX RELIEF GRANTS The deadline for grant applications shall be identified annually. Applications will be made available online and will include the deadline. Organizations should not assume tax relief to be automatically renewed each fiscal year. Organizations must apply each year to receive relief. Tax relief for a subsequent taxation year is at the sole discretion of the Council and tax relief cannot be awarded retroactively to a prior fiscal year. Tax relief may be in the form of a commercial to residential rate reduction, a partial exemption or a full exemption. Tax relief is not transferable to another person, organization, entity or other real property. Applications for grant funding must include: - Completed application form - Proof of active registration as a non-profit or charitable organization - Most recent financial statements or Treasurer's Report Incomplete applications will not be considered for funding. Further information may be requested as required. Final decisions on tax relief will be made upon approval by Municipal Council as part of the annual operating budget process. Each applicant shall be notified in writing of the decision. APPLICATION PROCESS FOR RECREATIONAL/PHYSICAL ACTIVITY AND TOURISM On an annual basis as part of the budgeting process, Council shall identify amounts to be allocated for tourism grants and for recreation/physical activity grants. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 6 of 14 The responsible staff person identified in the Authority section above will be responsible for determining specific grant programs for the fiscal year. The focus of these grant programs may change from year to year and will support the goals and objectives identified in the Municipality's Recreation and Physical Activity and Tourism Strategies. Applications will be made available online and will include program specific deadlines. Only one application per community organization may be submitted in each fiscal year for each funding category, however, additional applications can be made pertaining to other separate program categories, distinct projects, or initiatives. Applications for grant funding may include: - Completed application form - Proof of active registration as a non-profit or charitable organization - Most recent financial statements or Treasurer's Report - A budget outlining expenses and revenues for the proposed project, program or service. Incomplete applications will not be considered for funding. Further information may be requested as required. In general, grant applications will be considered for these categories on an on-going basis throughout the fiscal year unless otherwise identified. Application requirements specific to each grant program can be found in the appendices of this policy. APPLICATION PROCESS FOR SCHOOL RECREATION On an annual basis as part of the budgeting process, Council shall identify an amount to be allocated for primary and secondary schools within Victoria County for the purpose of providing recreational program opportunities to its students. Each fall the Recreation and Active Living Coordinator will provide eligible schools with an application form to detail funding requirements for recreational programming for the upcoming school year. Applications will be evaluated by the Recreation and Active Living Coordinator and funding shall be allocated based on demonstrated need in an equitable manner. APPLICATION PROCESS FOR SCHOLARSHIPS The Municipality has established three annual scholarships to be offered to students that are residents of Victoria County are attending a recognized post-secondary program. Eligible schools will be provided the funds in May of each year. The selection process will be the responsibility of the school's selection committee, keeping in mind the criteria below. Schools must report back to the Municipality the names of the recipients of the awards. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 7 of 14 Victoria County Bursary $500 granted to a student attending a recognized post-secondary program on the basis of the student's financial need. One bursary will be available for each high school in Victoria County as well as one for any high school that has a Victoria County resident as a graduating student. Dr. Roland Genge Scholarship $500 granted to a student attending a recognized post-secondary program in the health care field. One scholarship will be available for each school: 'Baddeck Academy' and 'Rankin School of the Narrows'. Dr. Carlyle Chow Scholarship $500 granted to a student attending a recognized post-secondary program in the health care field. One scholarship will be available for each school: 'Baddeck Academy' and 'Rankin School of the Narrows'. POST GRANT REPORTING The Municipality shall require any recipient of grant funding (excluding scholarships) to confirm that funds received were used as described in the grant request by submitting a follow-up report. Organizations who fail to complete requested reporting shall be ineligible for future funding until the conditions of funding are satisfied. Specific reporting requirements will depend on the grant program and can be found in the appendices of this policy. PUBLISHING OF ANNUAL GRANT RECIPIENTS The Municipality shall publish annually a list of the recipients and amounts of grants made by the Municipality as required under section 65C of the Municipal Government Act. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 8 of 14 APPENDIX I: DEVELOPMENT GRANT Objective To provide one time financial support to fund or sponsor an event, program, project or activity that enhances, supports, promotes, informs/educates, celebrates, preserves and/or provides access to: a. Arts/Culture/Community Heritage b. Community Beautification/Environmental Sustainability c. Community Health and Wellness d. Youth/Seniors Supports e. Tourism/Economic Development Additional Application Requirements Funding applications cannot exceed a maximum of one-third (1/3) of the total project cost. The maximum amount eligible per request is $10,000. Evaluation Criteria Criteria Weight Description Merit & Strategic Priorities Alignment 30% Assesses the clarity of the event/program/project/activity's vision and goals, its uniqueness within the community, and evaluates alignment with municipal strategic priorities. Community Impact & Economic Benefit 25% Measures the anticipated economic and community benefits to the Municipality, including contributions to local economic activity and tourism. Financial Need & Justification 20% Demonstrates the necessity of municipal funding and the applicant's efforts to secure additional funding sources. Project Feasibility & Organizational Effectiveness 15% Considers the planning and organization of the initiative, the strength of the organization's leadership structure, the clarity of the organization's mandate, and the soundness of its budget. Geographic Equity 10% Ensures that benefits are fairly distributed across districts, and/or focus on underserved or underfunded areas. Reporting All recipients of development grant funding must submit a final report including financials to confirm that the funds were used as described in the grant application and to evaluate the success of the event/program/project/activity. This report must be submitted to the municipality within sixty (60) days of the conclusion of the event/program/project/activity. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 9 of 14 APPENDIX II: CAPITAL GRANT Objective To provide one time support for the purchase of property, the construction, remodeling or expansion of a facility, or purchase of equipment. Additional Application Requirements If the application is for property/facility improvements, the applicant must hold the deed/lease to the property/facility or acceptable alternative (if relevant). Applicants are responsible for securing any permits required for the completion of the work. It is strongly encouraged that applications include quotes for capital improvements or the purchasing of equipment to streamline the evaluation process. Funding applications cannot exceed a maximum of one-third (1/3) of the total project cost. The maximum amount eligible per request is $20,000. Council may consider a multi-year funding option for a capital grant. Evaluation Criteria Criteria Weight Description Merit & Strategic Priorities Alignment 30% Assesses how well the capital project or purchase enhances an organization's ability to deliver a service typically provided by the municipality or strengthens an existing municipal service and evaluates alignment with municipal strategic priorities. Community Impact 25% Measures the project's ability to improve residents' quality of life while ensuring broad, inclusive benefits beyond a specific interest group. Also considers potential benefits, such as job creation, local investment, or enhanced community infrastructure. Financial Need & Justification 20% Demonstrates the necessity of municipal funding and the applicant's efforts to secure additional funding sources. Project Feasibility & Organizational Effectiveness 15% Considers the planning and organization of the initiative, the strength of the organization's leadership structure, the clarity of the organization's mandate, and the soundness of its budget. Geographic Equity 10% Ensures that benefits are fairly distributed across districts, and/or focus on underserved or underfunded areas. Reporting All recipients of capital grant funding must submit a final report including receipts to confirm that the funds were used as described in the grant application. This report must be submitted to the municipality within sixty (60) days of the conclusion of the capital work or following the completion of the capital purchase. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 10 of 14 APPENDIX III: OPERATIONAL GRANT Objective To provide grants to community organizations that have a mandate to deliver an ongoing service or program that is generally delivered by a municipality, or complements a service being offered by the Municipality. Additional Application Requirements Operating grants are not intended to support permanent full-time staff salaries or wages. Although an organization may receive an operating grant several times, this does not carry the guarantee of renewal over several years. The maximum amount eligible per request is $10,000. Evaluation Criteria Criteria Weight Description Merit & Strategic Priorities Alignment 30% Assesses how well the organization delivers an ongoing service typically provided by the municipality or complements an existing municipal service and evaluates alignment with municipal strategic priorities. Community Impact 25% Measures the organization's ability to improve residents' quality of life while ensuring broad, inclusive benefits beyond a specific interest group. Financial Need & Justification 20% Demonstrates the necessity of municipal funding and the applicant's efforts to secure additional funding sources. Project Feasibility & Organizational Effectiveness 15% Considers the strength of the organization's leadership structure, the clarity of the organization's mandate, and the soundness of its budget. Geographic Equity 10% Ensures that benefits are fairly distributed across districts, and/or focus on underserved or underfunded areas. Reporting All recipients of operational grant funding must submit a final report including complete financials. Receipts may be requested to support the final report. This report must be submitted to the municipality within sixty (60) days of the conclusion of the organization's year end. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 11 of 14 APPENDIX IV: PROPERTY TAX RELIEF GRANTS Objective To provide property tax relief grants to community organizations that have a mandate to deliver an ongoing service or program that is generally delivered by a municipality, or complements a service being offered by the Municipality. Additional Application Requirements Although an organization may receive property tax relief several times, this does not carry the guarantee of renewal each year. Evaluation Criteria Criteria Weight Description Merit & Strategic Priorities Alignment 30% Assesses how well the organization delivers an ongoing service typically provided by the municipality or complements an existing municipal service and evaluates alignment with municipal strategic priorities. Community Impact 25% Measures the organization's ability to improve residents' quality of life while ensuring broad, inclusive benefits beyond a specific interest group. Financial Need & Justification 20% Demonstrates the necessity of municipal funding and the applicant's efforts to secure additional funding sources. Project Feasibility & Organizational Effectiveness 15% Considers the strength of the organization's leadership structure, the clarity of the organization's mandate, and the soundness of its budget. Geographic Equity 10% Ensures that benefits are fairly distributed across districts, and/or focus on underserved or underfunded areas. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 12 of 14 APPENDIX V: RECREATION/PHYSICAL ACTIVITY AND TOURISM GRANTS Objectives Recreation/Physical Activity Grants: To provide grants to community organizations that are offering program or services that support the goals and objectives identified in the Municipality's Recreation and Physical Activity Strategy. The focus of these grant programs may change from year to year. Tourism: To provide grants to community organizations that are offering program or services that support the goals and objectives identified in the Municipality's Tourism Strategy. The focus of these grant programs may change from year to year. Additional Application Requirements On an annual basis as part of the budgeting process, Council shall identify amounts to be allocated for the purpose of developing the year's tourism grant programs and recreation/physical activity grant programs. The focus, application requirements, and timeframes for specific grant programs will be determined annually by the authorized staff member. Evaluation Criteria The evaluation criteria for the grant programs will be determined annually by the authorized staff member. Reporting Specific reporting requirements for the grant programs will be determined annually by the authorized staff member; however, they will normally include a final report and the submission of receipts/cancelled cheques/etc. MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 13 of 14 ROLES AND RESPONSIBILITIES Title Role Responsibilities Policy Editor Chief Financial Officer  Ensure policies in their care and control are always up-to-date, reviewed according to defined review frequency, or sooner (if necessary)  Draft new or edit existing policy content  Be able to interpret and explain policy content  Ensure policy documents are branded and any supporting documents (i.e. applications forms) are also branded and content consistent is with the policy  Ensure policy content is relevant and accurate  Seek and secure approval recommendation of the policy from the Policy Owner  Seek and secure approval of the policy from the appropriate Approver; and,  Provide the final approved policy document to the Administrative Assistant Policy Owner Chief Financial Officer  Provide oversight to ensure policies in their care and control are always up-to-date, reviewed according to defined review frequency, or sooner (if necessary) by the assigned Policy Administrator  Be able to interpret and explain policy content  Provide oversight to ensure policy documents are branded and any supporting documents (i.e. application forms) are also branded and content consistent with the policy  Provide oversight to ensure policy content is relevant and accurate  Review the policy and make recommendation for approval to the appropriate Approver; and,  Ensure that the final approved policy document has been provided to the Administrative Assistant Policy Approver Council  Review Policy recommendations for approval consideration (approve, reject or edit) Policy Administrator Executive Assistant & Municipal Clerk  Facilitate an annual Policy Review; and,  Ensure final approved policies are maintained, stored and posted where appropriate Target Audience Employees  Notify the Policy Owner of changes to be considered  Notify the Policy Owner when the policy becomes out of date or obsolete  Follow the Policy REVIEW FREQUENCY Review Frequency Review Month Every 2 years January MUNICIPAL GRANTS POLICY Council Administrative Municipality of the County of Victoria Page 14 of 14 RELATED DOCUMENTS Document Name Municipal Government Act Municipality's Recreation and Physical Activity Strategy Municipality's Tourism Strategy VERSION LOG Change Date Description Editor Approver Approval Date January 20, 2020 Policy created Alix Redden January 29, 2020 Policy brought to council for review Alix Redden February 6, 2020 Feedback from council and Audit Committee member addressed Alix Redden March 9, 2020 Policy approved by council Alix Redden Council March 9, 2020 November 29, 2021 Policy brought to council for review related to addition of property tax relief Alix Redden November 29, 2021 Policy revisions approved by council Alix Redden Council November 29, 2021 October 4, 2022 Policy reviewed by council Alix Redden February 10, 2025 Policy brought to council for review related to general updates, process change and addition of scoring criteria Alix Redden February 10, 2025 Policy revisions approved by council Alix Redden Council February 10, 2025