Capital Grant Application Questions and Advice

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1 Capital Grant Application Questions and Advice Once you are ready to begin the online grant application, start by clicking the Save my Work button at the bottom of the application page. Please use this button frequently to ensure that you do not lose any work. Also, be aware that questions are located on multiple tabs so please make sure you ve answered all the questions before you submit your application, including the questions that appear in pop-up windows (such as Strategic Alignment, Financial Workbook and Project Description). General Information Questions For this project, please provide the key contact s information: - Project contact name - Project contact phone number - Project contact Provide a summary of your initiative. This is your opportunity to identify the key elements of your project. Provide a short, clear, and compelling description of your project that explains: what the initiative is about who will benefit where the project will take place how the project aligns with the Grant Result you selected Applicant Advice/Tips 300 words max. Please note that your organization (s) can only apply for one grant per deadline. This is a high level 'elevator pitch' or summary that describes the what, who, where, and how of your project. Clearly state what the funds will be used for: build an accessible washroom, run an after-school arts program, hire two program administrators to. Describe the program participants or population(s) who will directly benefit from the project: 25 isolated seniors in Peel region, 150 Indigenous youth ages 9 to 16, community members interested in watershed restoration. Describe how this project will enable change/benefit the populations served. Indicate the town, region or geographic location(s) where the project will occur. Please avoid acronyms, and spell out the names of proposed programs, e.g. the Fit4Me program, or the names of any partner organizations.

2 Is this a collaborative or an Emerging Governance Platform? A collaborative is a group of two or more organizations - each with specific roles and responsibilities - that submit an application to achieve a common goal where there is mutual benefit, shared decision-making and accountability to each collaborative member. The lead organization of a collaborative must be an eligible organization. Emerging Governance Platforms (sometimes also referred to as an Organizational mentor or Mentoring Organization) are arrangements by which an incorporated not-for-profit or registered charity or otherwise eligible organization provides support such as governance, administrative support, project mentoring, and financial accountability to unincorporated or low-capacity groups delivering programs, services, or projects that benefit the community. If yes, please provide details regarding the collaborators and planned nature of the collaboration. Write out the full name of collaborator organizations. I acknowledge that the collaborative or emerging governance platform formal agreement is in place. What is the name of the project proposed by the collaborative or emerging governance platform? Will the project activities take place in Ontario? Yes or No Where will the primary impact of this project be? 125 words max. If you are applying as a collaborative initiative or as an Emerging Governance Platform, you must have in place a formal agreement with all the organizations involved. You may be required to provide this agreement to OTF at any time during assessment or if approved for a grant. You must confirm that a formal agreement is in place. Please check the box to confirm. Only activities that take place in Ontario are eligible for OTF funding. Do not request OTF support of any project activities that will take place outside of Ontario If impact will occur in multiple catchments, pick the catchment where the impact is the most significant. Step #1: Select the catchment area in which this project will have its primary impact. If you are unsure of the geographic area, please view the map of Ontario for more information. Requested amount (Auto-populates) ($5,000 to $150,000) Step #2: Narrow the area of your primary impact by selecting the municipality, county or district in which this project will have its primary impact. If the primary impact will occur in the City of Toronto, please select the primary Toronto neighbourhood where the project s impact will occur. This field will populate once the OTF request amount has been entered in the Financial Workbook and the application has been saved.

3 If this request is for renovations or purchase of fixed equipment (e.g. furnace), please provide the location of the project. (e.g. address, name of park, etc.) Requested Term-Months (Auto-populates) Please select the population that is the primary focus of your grant. This field will populate once the application term has been selected and the application has been saved. (Select one, pick-list) - People with Disabilities - Francophones - Indigenous (select one - First Nations, Métis or Inuit) * - Diverse communities and Racialized Groups - Women - LGBTTQ+ - General Populations *If Indigenous is selected, select one subcategory: - First Nations - Métis - Inuit - General FNMI Please select the community size that is the primary focus of your grant. (Select one, pick-list) - Rural or Small Communities (20,000 or less) - Mid-size Communities (20, ,000) - Urban Centres and Metropolitan Suburbs (100,000+) Please select the age group primarily served by the grant. (Select one, pick-list) - Children up to 12 years - Youth * Please specify Early Adolescence (12-14) Adolescence (15-18) Early Adults (19-25) Early Adults with disabilities (19-29) - Adults (25-64) - Seniors (+65) - General population (all age groups)

4 Stream Information Question Funding for Capital grants is for specific purposes. This funding request is primarily for: Select one: - Equipment - New Construction - Renovations or repairs to community spaces - Purchase of land or building Strategic Alignment 20% Select the Action Area that most aligns with your project. (Will generate a Create button leading to a table of relevant Priority Outcomes, Grant Results, and Metrics) I confirm that the number or numbers I have entered is/are realistic, achievable and measurable, and reflects/reflect the direct impact we want to achieve with our project. What is the idea, challenge or opportunity that your organization will explore in this project? What is the need or opportunity in the community that this project will address? How pressing is the need or opportunity? How will you address that need or opportunity through the project and how does the need and project align with the Grant Result? Applicant Advice/Tips Make sure you have proof of ownership, a land use agreement or five-year lease agreement for new construction, renovations/repairs, purchase of fixed equipment or outdoor installation projects. You may be asked to provide these to OTF at any time during assessment, or if approved for a grant. Community spaces: Includes physical (e.g. buildings or outdoor venues such as community centres, offices, recreational facilities, sports facilities, trails, fields or parks) or virtual spaces (e.g. online) set up for communities to use, connect, and gather. OTF will not fund religious activities, including capital renovations or repairs for facilities used for the specific purpose of religious observance. Select a Grant Result that aligns with your proposed project and estimate the impact of your project based on the Metrics provided. The Metrics relate to the Grant Result you have selected. Estimate or quantify the direct impact your project aims to achieve. If your funding request is primarily for equipment, Metrics are not required. Your project s alignment with an OTF Priority Outcome and Grant Result is an eligibility requirement. To ensure eligibility, your project must demonstrate how it will contribute to or achieve the selected Grant Result. Please ensure this alignment is clear when responding to the following questions. Read more about OTF Priority Outcomes, Grant Results, and Metrics. You must confirm that the number or numbers you entered is/are correct, realistic, achievable and measurable, by checking the box. If not, please revise your number(s) as needed. Please describe the community or population the program is focused on. If appropriate, identify (ideally, with numbers or percentages) any gaps in the

5 People 20% Describe the core team members leading and/or supporting the project and their backgrounds, as related to the initiative. Infrastructure 20% Upload pictures or diagrams. Process 20% Briefly describe the key activities you will perform to complete this project and achieve the Grant Result. Anticipated start date (select from calendar) Requested term Months 1 to 12 (Drop down) Are there other organizations that are essential for the success of this project? (Yes or No) If yes, please provide the names of these essential organizations. Please describe the expected contribution of these partners to the project. Status of the partnership for this project: (Pick list, Select one): - Formal agreement - Informal agreement - In negotiations community's well-being that this project will address. Describe how you identified this need or demand (focus groups, research, needs assessment, etc.). Outline the key work experiences, educational or other related backgrounds of your team members that best positions them to do this work. Show how their skills, certifications or past work experiences will benefit your project. Upload as many as five (5) pictures or diagrams, or provide a link to pictures, that will provide greater explanation of your funding needs. Upload pictures or diagrams only Include a short description for each Mandatory for renovation projects: Provide at least one before pictures of the current state for each area to be renovated. Mandatory for equipment purchases: Provide at least one picture of equipment to be purchased. 50 words max. These are project partners that you have not already identified as part of a collaborative in this application. 50 words max. Contributions may be financial, time, space, etc. It is acceptable if your organization and partners have not yet formalized the partnership arrangement.

6 Financial Workbook Financial Workbook (pdf) I have read the Financial Workbook Instructions. I have completed the Financial Workbook. I confirm that we have obtained at least two quotes for goods and/or services valued above $10,000 and I understand that OTF may request them at any time. I understand the importance of avoiding any conflicts of interest (or the appearance thereof) when obtaining quotes for goods and/or services. I confirm that the Financial Workbook does not include taxes, such as GST and HST, for which the organization is eligible for a tax rebate, and all other costs eligible rebates. I understand that activities that take place outside Ontario are not eligible. I confirm that we have not requested funds to support project activities that will take place outside of Ontario. What is the total project cost? (Enter $ amount) Request from OTF. Auto populate from Financial Workbook Indicate the amount of funding you have secured for this endeavor (Enter $ amount). Describe the sources of secured funding and the nature of the items funded. Please indicate the amount of funding from sources other than OTF that you have not secured for this endeavor. If there are funds required, beyond the OTF requested amount, that you have not yet secured, what is your plan to secure the additional funds? You must confirm that you have read the Financial Workbook Instructions. Please check the box to confirm. You must confirm that you have completed the Financial Workbook. Please check the box to confirm. You must confirm you understand the requirements for obtaining quotes. You must confirm that you understand the Conflict of Interest Policy. Please check the box to confirm. You must confirm that taxes for which the organization is eligible for a tax rebate have not been included in the Financial Workbook. Please check the box to confirm. Please include costs for the entire project, including the amount requested from OTF and all other secured and unsecured sources of funding. If your project is part of a bigger initiative, please enter the dollar amount of the bigger initiative cost. You must enter a dollar amount. If there are no secured funds, please enter $0. 75 words max. You must enter a dollar amount. If there are no secured funds, please enter $0. 30 words max.

7 Project Description Provide a brief description of the project (Co-populated with template and drop-down options) Our (drop down options) would like to deliver (drop down options) and is seeking to (describe the activity in 10 words. E.g. build a community garden or repair a roof). Describe the activity in 10 words. E.g. Build a community garden, repair a roof, and renovate community space. Avoid acronyms. Ensure the number is realistic, achievable and measurable. Enter numeric value only (up to 99999). The project will advance the Action Area of (drop down options) specifically in the Grant Result area of (drop down options) in order to have an impact on the life of (enter the number of people who will directly benefit from your project). I confirm that the number I have entered represents the number of people who will directly benefit from our project. This number is realistic, achievable and measurable. Acknowledgements The information contained in this application and the accompanying documents is true, accurate and complete. I understand that should this application be approved, our organization will be required to enter into a formal, legally-binding agreement with the Ontario Trillium Foundation that will outline the terms and conditions of the grant. I understand that OTF will not reimburse any expenses incurred prior to being notified of grant approval. The representative with designated signing/decision-making authority for the organization has authorized this application. I confirm that our organization profile is up to date, including correct information on our Board of Directors and financial statements from our most recently completed fiscal year, and that these financial statements meet OTF requirements (based on the size of our organization s annual revenues). You must confirm that the number you entered is correct, realistic, achievable and measurable, by checking the box. If not, please revise your number as needed.

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