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HomeMy WebLinkAboutCSD-18-021 - 2018 Community Grants Tier 2REPORT TO: Community and Infrastructure Services Committee DATE OF MEETING:March 5, 2018 SUBMITTED BY:Michael May, Deputy CAO, Community Services (519-741-2200, ext. 7079) PREPARED BY:Kathleen Woodcock, Manager, Service Coordination and Improvement (519-741-2200, ext. 7597); Carrie Kozlowski, Executive Assistant, Community Services (519-741-2200, ext. 7395) WARD(S) INVOLVED:All DATE OF REPORT:February 12, 2018 REPORT NO.:CSD-18-021 SUBJECT:2018 COMMUNITY GRANTS TIER 2 ___________________________________________________________________ RECOMMENDATION: That 2018 Community Grants Tier 2 in the amount of $179,134be approved as outlined in Appendix A attached to Community Services Department report CSD- 18-021; and, That the following organizations be approved to move to the Tier 1 grant process effective the 2019 grant year: 1.Coalition of Muslim Women 2.KW Children’s Drama Workshop (actOUT) 3.Noteworthy Singers 4.Ray of Hope-Youth Addiction Services 5.Southwest Kitchener Optimist Club; and further That the outstanding balance of $604 remain in the account and be posted as a positive variance at the end of the year and then transferred into the tax stabilization reserve. BACKGROUND: Community Grants Tier 2 are intended to provide assistance to organizations/groups that provide not for profit services within the City of Kitchener for the common good of residents. Organizations/groups providing municipal services in the areas of arts and culture, special events, sports and recreation, and community support and development *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. 1 - 1 will be considered for funding. Organizations/groups applying for funding to the City of Kitchener for the first time or those who have received a Tier 2 grant in previous years are eligible to apply. Tier 1 organizations are eligible to apply for Tier 2 funding only for one time special projects or events. A Peer and Staff Review Committee, comprised of three community representatives and seven staff representing arts and culture, special events, sport development, community development and neighbourhood development, reviews applications as per a variety of assessment categories such as community need, organizational need and capacity, partnership support and financial analysis. This committee allocates resources within budget availability and makes recommendations to Council. REPORT: This report identifies organizations that have requested a 2018Tier 2 grant, outlines the process used in assessing these requests and provides the Peer and Staff Review Committee’srecommendations for grant allocations. The process for 2018 Tier 2 grants included: a public information session held on November 15, 2017 an application deadline of 5:00 pm on November 28, 2017 a review and assessment of applications by a Peer and StaffReview Committee using the Grant Allocation Assessment Framework (Appendix B) grant recommendations made by the Peer and Staff Review Committee to allocate resources (Appendix A) an appeal submission deadline of 12:00 pm on February 12, 2018 a meeting ofthe staff appeal panel on February 20, 2018 to review appeals (as directed by City Council on August 28, 2017) a notification to grant applicants of the Peer and Staff Review Committee’s recommendations Staff received 54 Tier 2 grant applications, for atotal request of $336,512in grant funding for 2018. The total amount of Tier 2 funding available for 2018 is $179,738. Members of the Peer and Staff Review Committee reviewed each grant application in detail and, using the Grant Allocation AssessmentFramework, made decisions on grant allocations within budget availability. Committee members, both community volunteers and staff, spent considerable time and effort reviewing and assessing each application. Each member spent approximately 20 to 25 hours reviewing the applications individually and the committee met three times for a total of eight hours to make final recommendations. The diversity of knowledge and expertise at the Peer and Staff Review Committee level, as well as the detailed review of each application package, ensures that each application is considered in context with all other applications when determining which grant requests should be recommended for funding. 1 - 2 Appendix A outlines the grant applicants, the requested amountsand the final grant recommendations. This report also recommends the transfer of several organizations from the Tier 2 to the Tier 1 grant process. The Council approved Community Investment Policy I-525 states that organizations/groups receiving Tier 2 funding can be considered for Tier 1 funding after having received support from the City of Kitchener for five years or more. To receive Tier 1 funding, the organizations must also be incorporated, or agree to become incorporated within a specific timeframe, as a not for profit corporation and must enter into a legal agreement with the City, from one to five years in length. The agreements outline the responsibilities of the City and the responsibilities of the grant recipient including details of services/events for whichthe grant is provided, financial reporting requirements, and insurance/indemnity requirements. The chart below provides a summary of the organizations eligible to transfer to the Tier 1 grant process for the 2019 funding year. If approved, these groups will move with a base grant amount equal to their 2018 Tier 2 grant. Note that as a result of this change, there will be a corresponding reduction in the amount of funding available for Tier 2 grants in 2019. Previous 2018Grant OrganizationType of GrantYears Recommendation Funded Coalition of Muslim Women of $7,000cash2013-2017 Kitchener Waterloo KW Children’s Drama Workshop $2,000cash2013-2017 (actOUT) Noteworthy Singers$2,000cash2013-2017 Ray of Hope –Youth Addiction $5,000 in kind2013-2017 Services Southwest Kitchener Optimist $1,250in kind2013-2017 Club TOTAL$17,250 ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: The recommendation of this report supports the achievement of the city’s strategic vision through the delivery of core service. FINANCIAL IMPLICATIONS: The budget for 2018 Community Grants Tier 2 is $179,738. The Peer and Staff Review Committee recommends a total allocation of $179,134 leaving a balance of $604 unallocated. The Peer and Staff Review Committee made recommendations for 2018Tier 2 grants based on the validity and completeness of applications received.For this grant cycle, 1 - 3 the financial information submitted by groups requesting amounts of $10,000 or greater were reviewed by the Director of Revenue. This review provides additional subject matter expertise for the financial analysis of grant requests of significant amounts. There is no impact to the 2018 Tier 2 community grant budget as a result of the appeal process. The following chart provides a history of Tier 2 grant funding. Tier 2 grant budgets vary annually as the amount allotted to this funding source is the balance remaining after other grant sources (Tier 1, in kind facility and travel assistance grants) are approved during the annual budget process. Peer and Staff Tier 2 #of Tier 2 Tier 2 Grants Review Committee YearGrant Applications Grant Approved by Notes Tier 2 Grant BudgetReceivedRequestsCouncil Recommendations 2018179,73854$336,512$179,134TBDTier 2 budget is $179,738, leaving a balance of $604 unallocated 2017$186,55459$362,784$157,236$161,736$24,818 transferred on a one time basis to the Special Events Division to assist with the City’s Canada 150 Celebration event 2016$156,50967$360,554$155,720$164,147Over expenditure due to Council approval of appeals ($7,638) 2015$192,86861$422,425$190,765$192,165Approved amount higher than staff recommendation due to Council approval of appeals and grant re- allocations ($1,400) 2014$175,59567$579,057$173,566$181,766Over expenditure due to Council approval of appeals ($6,171) 2013$147,79046$326,206$147,526$158,908Over expenditure due to Council approval of appeals ($11,118) Grant Appeals As City Council directed through its August 28, 2017 motion, a change to the appeal process was introduced for the 2018 community grants cycle. This year, a panel of staff (CAO, DCAO for Community Services and the Executive Director to the CAO) considered and made decisions on all Tier 1 and Tier 2 appeals. In late January, staff notified all Tier 2 grant applicants of the Peer and Staff Review Committee’s recommendations for Tier 2 grant allocations and advised them of their 1 - 4 opportunity to submit a written appeal. Staff received appeals from three organizations as follows: Organization2018 Grant Amount 2018 Grant Amount Appeal RequestedRecommendedAmount Najda Now$6,500 $0$6,500 ($6,000 cash, $500 in kind) Summer Lights Festival$12,620 $7,000 (in kind)$5,620 ($7,000 cash, $5,620 in kind) Summer Night Movies$3,800 (in kind)$0$3,800 Total Value of Appeals$15,920 The staff appeal panel considered the written appeal submissions, and upheld the Peer and Staff Review Committee’s recommendation to deny all three appeals. Appellant groups received correspondence indicating the appeal decision on February 23, 2018. COMMUNITY ENGAGEMENT: INFORM – The process for 2018 Community Grants Tier 2 grants was advertised on the City’swebsite and in publications of Active Kitchener and Kitchener Life. Previous Tier 2 grant recipients were also sent information regarding the 2018 grant process, as were all Tier 1 grant recipients. These groups were also invited to attend a public information session on November 15, 2017to obtain information regarding the community grants Tier 2 process and meet sector staff. All grant applicants were informed of the Peer and Staff Review Committee’s grant recommendations and were invited to submit written appeals for consideration by the staff appeal panel. This report has been posted to the City’s website with the agenda in advance of the council/committee meeting. CONSULT – The Peer and Staff Review Committee provided invaluable expertise throughout the assessment process.Their commitment and dedication are very much appreciated. A CKNOWLEDGED BY: Michael May, Deputy CAO, Community Services Appendix A: Community Grants Tier 2 - 2018Recommendations Appendix B: Community Grants Tier 2 - Grant Allocation Assessment Framework 1 - 5 Report CSD-18-021- Community Grants Tier 2 - Appendix A 2018 Type of 2018 Final GrantGrant Recommendation Recommended 2018 Grant2018 Type of (after appeals(after appeals Organization NameRequestGrant Requestprocess)process) Age of Majority Singers$5,500in kind$5,500in kind ArtsBuild Ontario$3,000$0 Belmont Village Bestival$15,339$11,593 cash; $5,200$4,000 cash, $3,746$1,200 in kind Big Brothers Big Sisters of Waterloo Region$5,313$5,000 cash; $5,313$5,000 cash; $313 in kind$313 in kind Button Factory Arts$5,000$0 Canadian Clay and Glass Gallery$5,000$3,000 Caribbean Dreams Concert Inc. $3,200$2,000 cash; $3,200$2,000 cash; $1,200 in kind$1,200 in kind Central Frederick Neighbourhood Association $3,000$3,000 -Hohner Avenue Porch Party $2,650in kind$2,650in kind Cherry Park Neighbourhood Association (Cherry Festival) CKMS - Radio Waterloo$4,000$2,000 Coalition of Muslim Women of Kitchener-$7,000$7,000 Waterloo Community Coalition on Refugee and $3,500$2,500 cash; $3,500$2,500 cash; Immigrant Concerns$1,000 in kind$1,000 in kind Community Kitchen Co-operative Kitchener $15,000$0 Waterloo Inc. Community Music School of Waterloo Region $10,000$8,000 (Lyrical Lines Education Network) Cosmic Fishing Theatre$6,000$5,000 cash, $1,000in kind $1,000 in kind Country Hills Recreation Association (Cinema$1,936($715 cash; $1,936$715 cash; Under the Stars)$1,221 in kind)$1,221 in kind Crossroads Productions$1,600$1,000 cash; $1,600$1,000 cash; $600 in kind$600 in kind Cycle Waterloo Group$13,500in kind$10,000in kind Extend-A-Family Waterloo Region$6,725$5,000 cash; $4,500$2,500 cash, $1,725 in kind$2,000 in kind FIRST Robotics Canada$5,000$3,000 For Hungarians in Canada Association (Euro $17,000$10,000 cash; $0 Sport Fest 2018 Multicultural Festival)$7,000 in kind Global Youth Volunteer Network - $13,682$3,000$2,000 cash, Wasahkotewinokwak$1,000 in kind Grand River Voices$10,000$5,000 cash, $3,000$1,500 cash, $5,000 in kind$1,500 in kind Green Light Arts$10,000$9,000 cash; $8,000$7,000 cash, $1,000 in kind$1,000 in kind $3,000$0 India Canada Association of Waterloo Region (Mela Festival) Irish Real Life Festival$5,000$4,000 JM Drama Alumni/The Registry Theatre$10,000$10,000 1 1 - 6 Report CSD-18-021- Community Grants Tier 2 - Appendix A 2018 Type of 2018 Final GrantGrant Recommendation Recommended 2018 Grant2018 Type of (after appeals(after appeals Organization NameRequestGrant Requestprocess)process) KW Art Gallery$2,500$2,500 KW Children's Drama Workshop(actOUT)$4,000$2,000 p$5,275in kind$5,275in kind KW Comicon Grou KW Musical Productions$6,500$5,000 cash; $6,500$5,000 cash; $1,500 in kind$1,500 in kind KW Oktoberfest$10,000$10,000 KW Taiwanese Cultural Association$1,080in kind$1,080in kind Movies in the Park$4,500$3,500 cash; $0 $1,000 in kind Naja Now$6,500$6,000 cash; $0 $500 in kind NoteWorthy Singers$2,000$2,000 NUMUS$5,000$4,000 Page 1 Entertainment (formerly Page 1 $6,000$1,500 Productions) Project Uprooted (formerly Uprooted Media $9,500$7,615 cash; $2,885$1,000 cash, Collective)$1,885 in kind$1,885 in kind Rainbow Reels (Queer and Trans Film $1,800$1,200 cash; $1,800$1,200 cash; Festival)$600 in kind$600 in kind Ray of Hope - Youth Addiction Services$5,000in kind$5,000in kind ple Senior Club$3,000$1,000 Red Ma Royal Medieval Faire$3,000$2,000 Schneider Creek Porch Party$10,116$9,606 cash; $2,400$2,000 cash, $510 in kind$400 in kind ptimist Club$1,250in kind$1,250in kind Southwest Kitchener O SPECTRUM - Waterloo Region's Rainbow $5,000$3,500 cash; $5,000$3,500 cash; Community Space$1,500 in kind$1,500 in kind Spiritus Ensemble Inc.$4,500$3,500 Starlight Presents Festival for Youth$4,000$2,800$2,500 cash, $300 in kind Summer Lights Festival$12,620$7,000 cash; $7,000in kind $5,620 in kind ght Movies$3,800in kind$0 Summer Ni The AIDS Committee of Cambridge, $10,200$9,650 cash; $1,245in kind Kitchener, Waterloo and Area$550 in kind The Healing of the Seven Generations$7,400$5,000 $4,650$2,000 The New Quarterly Literary Society (Wild Writers Literary Festival) $3,000 Young@rt c/o Arts4All$6,376($6,048 cash; $328 in kind) TOTALS$336,512$179,134 2 1 - 7 CSD-18-021 –Community Grants Tier 2 –Appendix B City of KitchenerCommunity Grants Tier 2 Grant Allocation Assessment Framework Community Grants Tier 2 are reviewed usinga three stageassessment process. All grant applications are reviewed by a Peer & Staff Review Committee, composed of staff and community volunteers.Oncethereview committeemembers are satisfied that an application meets the criteria, it willmake recommendationsto Council as to which grantsapplications should be approved. 1.Stage 1 Assessment –Primary Criteria Applications arefirstreviewed using the primary criteria noted below. Applications will only proceed to the second stageonce the review committeemembers are satisfied the following criteria are met. 1.The grant applicant must submit a fully completed application form, current financial statement, detailed budget(s), and any other information relevant to the grant request. 2.Services provided by the organization/group for which funding is requested must be intended for the common good of the residents of Kitchener and demonstrably meet Council’s strategic objectives as documented in the City of Kitchener Strategic Plan and other policy documents. 3.Services provided by the organization/group for which fundingis requested must be considered a municipal responsibility (arts and culture/special events, sports and recreation, community support and development) and not be the responsibility of other levels of government; services such as health care, social services, training and education are not eligible. 4.Services provided by the organization/group for which funding is requested must not be precluded under the Municipal Act, e.g. religious services. 5.Services provided by the organization/group for which funding is requested must not already be provided by the City or by other groups funded by the City of Kitchener; requests from organizations/ groups that provide similar services as provided by the municipality must be assessed as to whether there is a duplication of services; the municipality will not issue grants for services that conflict with or are in direct competition with programs operated internally. 6.Services provided by the organization/group for which funding is requested must be provided directly to the citizens of Kitchener, i.e. grants are for direct programs only. Grant applications from organizations that themselves distribute grants to other organizations will not be considered, i.e. fundraising events are not eligible. Service clubs are eligibleto apply for funding if the purpose of the event they are sponsoring is deemed to be a municipal responsibility and the event is city- wide, targeted toward a broad cross-section of the community. 7.Grant applications submitted by individuals or ‘part groups’ of an organization/group will not be considered. 8.Volunteer organizations/groups planning an event to raise funds to support an organization/group that is receiving a City of Kitchener grant will be not considered for Tier 2 funding. 9.Grant requests of a ‘capital’ nature are ineligible for funding. ‘Capital’ is defined as the acquisition of an infrastructure or asset having a lifespan of three years or greater. 10.Any organization/group applying for funds will give regard to the inclusion and accommodation of persons with a disability. 11.Any organization/group applying for funds that is in arrears and/or in litigation with the City of Kitchener is ineligible. 1 - 8 2.Stage 2 Assessment – Secondary Criteria Applications proceeding to the second stage assessment are reviewed using the criteria noted below. If the review committee members aresatisfied that the application meets all of these criteria, the grant application moves to the third stage assessment. 1.Community Need: Does the proposed project or service provided by the organization align with community priorities as stated in the strategicplan or articulated by staff? 2.Organizational Capacity: Applicants must demonstrate an ability to initiate and follow through on projects, events and/or operations, usually evidenced by having an organizational structure in place to lead and manage the activities. Does the sponsoring group or organization have the capacity to deliver the proposed project or service? 3.Financial Analysis: Organizations/ groups do not need to be incorporated as not for profit corporations; however, budgets and subsequent accounting must not show an excess of revenue over expenses. Applicants must demonstrate how they will be accountablefor grant funds, usually evidenced by the existence of an executive committee or coordinating board. Can the organization demonstrate that it (and the proposed project or service) operates according to sound management principles and is financially sound? Can it demonstrate financial accountability and organizational sustainability? 4.Previous Tier 2 Funding (if applicable): Did the organization provide afinancial accounting and quantitative/qualitative measures of successfor the most recentTier 2 grantreceived? 3. Stage 3 Assessment –Guiding Principlesfor Grant Allocations Applications proceeding to the third stage assessment are reviewed by committee membersusing theguiding principles noted below to recommend grant allocations. 1.Requests from organizations where other funding opportunities exist are generally deemed a lower priority (e.g. potential of funding from other levels of government, private sponsorships/donors, other area municipalities if services provided are available to residents of those municipalities, etc.). 2.Requests for the City of Kitchener to fund 100% of the program, project or event costs are generally deemed a lower priority. 3.Requests from organizations demonstrating support from other funders, donors and/or partners are generally deemed a higher priority (e.g. large volunteer base, in kind (non cash) contributions, private donations, other municipal funding, etc.). 4.Requests for a significant amount of funding that cannot be accommodated within the existing Tier 2 budget allocation are deemed a lower priority; partial funding may be considered if by doing so there is little or no impact on the program, project or event. 5.Requests from organizations providing a service, project or event that fits with the demonstrated need of the organization are generally deemed a higher priority. 6.Requests from organizations that demonstrate financial and organizational sustainability are generally deemed a higher priority (e.g. organizing committee or board of directors is in place to ensure accountability). 7.Requests from organizations providing a service, project or event that ensures as much inclusive public participation and access as possible are generally deemed a higher priority (e.g. minimum or no admission charge; fee assistance program in place). 8.Requests that align with sector strategic plans and documents are generally deemed a higher priority. October 2016 1 - 9