report of the finance committee -...

City Council Meeting Direction January 31, 2014

REPORT OF THE FINANCE COMMITTEE

1. 2014 Partnership and Anchor Grant Recommendations (FIN-13-19)

Recommendation

That in accordance with Report FIN-13-19, '2014 Anchor and Partnership Grant Requests', dated November 28, 2013 it is recommended:

a) That the following 2014 Anchor Grant requests be approved as follows as they meet the Council criteria:

• Boys and Girls Club of Durham - $55,000 grant

• Oshawa Central Business District Improvement Area- $11,200 in-kind services

• Friends of the Second Marsh- $40,000 grant

• Motor City Car Club - $25,500 in-kind services

• Oshawa Folk Arts Council- $5,000 grant $12,500 in-kind services

• Oshawa and Durham Region Metis Council $5,100 in-kind services

• Oshawa Rotary Ribfest- $31,800 in-kind services

• Oshawa Sports Hall of Fame- $20,000 grant

• Santa Parade of Lights- $5,000 grant

b) That the following requests for additional anchor grant funding (above the amount provided for in part a) be approved:

• Oshawa Central Business District Improvement Area - $300 in-kind services

• Friends of the Second Marsh- $4,000 in-kind services

• Motor City Car Club - $300 in-kind services

• Oshawa and Durham Region Metis Council - $200 in-kind services

c) That the following 2014 Partnership Grant requests be approved as follows as they meet the Council criteria:

• Oshawa Children's Community Fair - $2,900 grant; $2,100 in-kind services

• IRIS Group- $1,100 grant

d) That notwithstanding Council policy, the following 2014 Partnership Grant requests be approved:

• CIBC Run for the Cure- $14,800 in-kind services

2

City Council Meeting Direction January 31, 2014

• Durham Youth Orchestra- $5,000 grant

• Feed the Need in Durham- $5,000 grant

• Pride Durham Inc.- $4,900 in-kind services

• The Refuge Youth Outreach Centre- $2,600 in-kind services

• Simcoe Hall Settlement House- $5,000 grant

e) That the following 2014 Partnership Grant requests be denied as they do not meet the Council criteria:

• Big Brothers Big Sisters Oshawa- Whitby- $5,000 grant

• Durham Community Legal Clinic- $5,000 grant

• Festival Africa Oye- $5,000 grant; $3,300 in-kind services

• Ontario Fantasy Movies- $3,000 in-kind services

f) That the following 2014 Partnership Grant request be referred to the Arts & Culture Strategy Steering Committee:

• The Living Room Community Art Studio - $5,000 grant

ATTENTION: Finance Services, City Clerk Services

ACTION TAKEN: REFERRED to the special City Council budget meeting on February 14, 2014.

3

~Oshawa· Report

To: Item: Finance Committee Date of Report:

FIN-13-19 November 28, 2013

From: File: Nicole Pincombe Director of Finance!Treasurer C-2150

Date of Meeting:

December 5, 2013

Subject: 2014 Anchor and Parlnership Grant Requests

PUBLIC REPORT

1.0 PURPOSE

The purpose of this report is to advise Council on:

• The list of requests from Anchored Recipients and the proposed funding amounts based on their submission; and

• 2014 Partnership Grant requests received relative to the criteria established by Council in its approved policy and the proposed funding amounts.

2.0 RECOMMENDATION

That the Finance Committee recommend to City Council as part of the 2014 budget considerations:

That in accordance with Report FIN-13-19, 2014 Anchor and Partnership Grant Requests, dated November 28, 2013 it is recommended:

a. That the following 2014 Anchor Grant requests be approved as follows as they meet the Council criteria:

• Boys and Girls Club of Durham- $55,000 grant • Oshawa Central Business District Improvement Area - $11 ,200 in-kind

services • Friends of the Second Marsh - $40,000 grant • Motor City Car Club- $25,500 in-kind services • Oshawa Folk Arts Council- $5,000 grant $12,500 in-kind services • Oshawa and Durham Region Metis Council $5,100 in-kind services • Oshawa Rotary Ribfest- $31,800 in-kind services • Oshawa Sports Hall of Fame- $20,000 grant • Santa Parade of Lights- $5,000 grant

98011-0704

Report to the Finance Item: FIN-13-19

Committee (Continued) -2- Meeting Date: December 5, 2013

b. That the Finance Committee provide direction on the following requests for additional Anchor Grant funding (above the amount provided for in part a) as they exceed the approved funding cap:

• Oshawa Central Business District Improvement Area - $300 in-kind services

• Friends of the Second Marsh - $4,000 in-kind services • Motor City Car Club - $300 in-kind services • Oshawa and Durham Region Metis Council - $200 in-kind services

c. That the following 2014 Partnership Grant requests be approved as follows as they meet the Council criteria:

• Oshawa Children's Community Fair - $2,900 grant; $2,100 in-kind services

• IRIS Group- $1,100 grant

d. That the following 2014 Partnership Grant requests be denied as they do not meet the Council criteria:

• Big Brothers Big Sisters Oshawa- Whitby- $5,000 grant • CIBC Run for the Cure- $14,800 in-kind services • Durham Community Legal Clinic- $5,000 grant • Durham Youth Orchestra- $5,000 grant • Feed the Need in Durham - $5,000 grant • Festival Africa Oye - $5,000 grant; $3,300 in-kind services • The Living Room Community Art Studio - $5,000 grant • Ontario Fantasy Movies- $3,000 in-kind services • Pride Durham Inc. - $4,900 in-kind services • The Refuge Youth Outreach Centre- $2,600 in-kind services • Simcoe Hall Settlement House- $5,000 grant

3.0 EXECUTIVE SUMMARY

)> Not applicable

4.0 INPUT FROM OTHER SOURCES

)> Various applicants have submitted applications for Anchor Grants and Partnership Grants.

Report to the Finance Item: FIN-13-19 Committee (Continued) - 3- Meeting Date: December 5, 2013

5.0 ANALYSIS

5.1 Background

~ The City's Anchor and Partnership Grant Programs demonstrate Council's commitment to working with Oshawa-based, not-for-profit volunteer community organizations that provide beneficial programs and services to the community. The Anchor Grant Program and the Partnership Grant Program are tied to the annual budget process.

~ On June 24, 2013 Council, through Report CM-13-43 Review of Budget Process dated June 20, 2013, approved changes to the process for the annual review of Anchor and Partnership grant requests. Specifically Council directed that:

• Staff continue to evaluate Partnership and Anchor Grant requests against the Council approved criteria and that in December of each year staff provide a report to the Corporate Services Committee with funding recommendations, and the Corporate Services Committee, in turn, would make funding recommendations to Council for its consideration during budget deliberations.

~ On October 15, 2013 Council restructured its Standing Committees and established a Finance Committee, further, on November 15, 2013 Council directed that all matters under the purview of the Director of Finance Services/Treasurer be reported through the Finance Committee. Based on this direction this report is presented to the Finance Committee for its review and to make funding recommendations to Council for consideration during budget deliberations.

5.2 Anchor Grants

~ The City's Anchor Grant Program provides approved Anchor Organizations with consistent grant and/or in-kind service funding.

~ Many of the programs and services offered by these organizations often supplement programs beyond the City's capability and are considered economic drivers or longstanding events.

~ Grants are provided to Anchor Organizations to assist with the general operating and capital expenses of the organization, including administrative costs and program related expenses. Anchor Grants are not to be used:

• to support programs or services geared specifically to ratepayer coalitions or tenant/landlord associations;

• to support programs or services which are political in nature; • for donations to charitable causes; and • for debt retirement expenditures.

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Report to the Finance Item: FIN-13-19 Committee (Continued) -4- Meeting Date: December 5, 2013

~ Anchor Organizations are required to complete a form each year to ensure that they meet the requirements of the program. The form provides details about the use of a grant, summary of prior year's accomplishments, services provided, and specific financial information.

~ In addition, Anchor Organizations are required to meet with City staff to review and assess opportunities that will help them achieve greater sustainability and reduce their reliance on City support.

~ The Anchor Grant funding is equal to the amount the Anchor Grant recipient received in the approved base 2011 budget and for the Downtown Board of Management as approved on November 26, 2012 through Report CORP-12-220 Board of Management for the Oshawa Central Business District Improvement Area's Request to be Transferred from the Partnership Grant Program to the Anchor Grant Program.

~ Council may, at any time, reconsider the funding allocations and re-evaluate the funding levels.

~ The following sections provide an overview of each of the 2014 Anchor Grant applications received and are summarized in Attachment 1 A to this report.

5.2.1 Boys and Girls Club of Durham Request: $55, 000 grant Recommended: $55, 000 grant

~ Attachment 2 is the Anchor Grant application submitted by the Boys and Girls Club of Durham. The Anchor Grant is used to fund expenses related to providing after-school programs, evening programs and Breakfast Club to Oshawa's children and youth.

5.2.2 Oshawa Central Business District Improvement Area . Request: $11, 500 in-kind setvices Recommended: $11, 200 in-kind setvices

~ Attachment 3 is the Anchor Grant application submitted by the Oshawa Central Business District Improvement Area Board of Management. The Anchor Grant is for in-kind City services for the Crusin' Downtown Oshawa event.

~ The Oshawa Central Business District Improvement Area has requested an additional $300 to cover the increased value of the in-kind City services.

5.2.3 Friends of the Second Marsh Request: $40,000 grant $4, 000 in-kind setvices Recommended: $40, 000 grant

~ Attachment 4 is the Anchor Grant application submitted by the Friends of the Second Marsh. The Anchor Grant is used to fund expenses related to education and interpretation activities in the Second Marsh Wetland Area.

~ Friends of the Second Marsh has requested an additional $4,000 for in-kind services for the use of the Arts Resource Centre.


5.2.4 Motor City Car Club Request: $25,800 in-kind services Recommended: $25,500 in-kind services

;.. Attachment 5 is the Anchor Grant application submitted by the Motor City Car Club. The Anchor Grant is for in-kind City services for Autofest in Lakeview Park.

;.. The Motor City Car Club has requested an additional $300 to cover the increased value of the in-kind City services.

5.2.5 Oshawa Folk Arts Council Request: $5,000 grant; $12,500 in-kind services

Recommended: $5, 000 grant; $12, 500 in-kind services

;.. Attachment 6 is the Anchor Grant application submitted by the Oshawa Folk Arts Council. The Anchor Grant is used to assist Pavilions in construction costs for their floats and for in-kind City services for the Fiesta Day Parade and gathering in Memorial Park.

5.2.6 Oshawa and Durham Region Metis Council Request: $5,300 in-kind services Recommended: $5, 100 in-kind services

;.. Attachment 7 is the Anchor Grant application submitted by the Oshawa and Durham Region Metis Council. The Anchor Grant is for in-kind City services for the use of Memorial Park for the 81 h Annual Metis Heritage Celebration.

;.. The Oshawa and Durham Region Metis Council has requested an additional $200 to cover the increased value of the in-kind City services.

5.2.7 Oshawa Rotary Ribfest Request: $31,800 in-kind services Recommended: $31,800 in-kind services

;.. Attachment 8 is the Anchor Grant application submitted by Oshawa Rotary Ribfest. The Anchor Grant is for in-kind City services for the use of Lakeview Park for the Rotary Ribfest.

5.2.8 Oshawa Sports Hall of Fame Request: $20,000 grant Recommended: $20,000 grant

;.. Attachment 9 is the Anchor Grant application submitted by the Oshawa Sports Hall of Fame. The Anchor Grant is used to partially fund the costs of the 2014 Oshawa Sports Hall of Fame Induction Ceremony and Dinner on May 28, 2014.

5.2.9 Santa Parade of Lights Request: $5, 000 grant Recommended: $5, 000 grant

;.. Attachment 10 is the Anchor Grant application submitted by the Santa Parade of Lights. The Anchor Grant is used to partially fund the costs of the parade.


5.3 Partnership Grants

~ The objective of the City's Partnership Grant Program is to assist Oshawa-based notfor-profit community groups and organizations initiate or deliver programs and services to the citizens of Oshawa.

~ Many of the programs and services are provided through the volunteer efforts of notfor-profit community organizations and complement and often supplement programs beyond the City's capability.

~ As part of the Partnership Grant Program, organizations are required to decrease reliance on municipal funding so other emerging needs or opportunities may be met.

~ Applications received under the Partnership Grant Program are evaluated against the following Council approved criteria.

• Community support for program or service • Need for financial assistance and that adequate funding is not available from other

sources • Must deliver programs or services to the citizens of Oshawa • Must provide evidence that they are decreasing their reliance on municipal funding • Must be to non-profit organizations not individuals • Must not be to coalitions such as ratepayer or tenant/landlord associations or to

support programs or services geared specifically to these organizations • Must not be to organizations aligned with any political party, or to support programs

or services which are political in nature • Must not support programs or services which are operated under the authority of

another level of government • Must not be a donation to a charitable cause • Must not be used as a replacement for other funding sources • Must not be used for debt retirement expenditures • Request must not exceed $5,000 • Must not charge the public an admission fee • Must not be used to cover ongoing operating costs • Application must be received by the October 151h deadline

~ Applicants are required to provide information about the organization, evidence to establish the organization's eligibility in terms of the evaluation criteria, a description of how the organization intends to measure their success, and specific financial information.

~ Organizations are required to submit with their applications a statement of the organization's goals and objectives, minutes of the executive meeting at which the application was approved, and specific financial information including most recent audited financial statements (unaudited where audited are not available).


);> The following sections provide an overview of each of the thirteen 2014 Partnership Grant applications received and the evaluation against the Council approved Partnership Grant criteria and are summarized in Attachment 1 B.

5.3.1 Oshawa Children's Community Fair Request: $3,000 grant, $2, 100 in-kind Recommended: $2, 900 grant $2, 100 in-kind

);> Attachment 11 is the Partnership Grant application submitted by Oshawa Children's Community Fair. The Oshawa Children's Community Fair is dedicated to increasing the awareness of family services and activities in the Oshawa community by having service organizations set up display booths at the fair. The grant and service requests will be used to assist with purchasing stage and event activities for the Oshawa Children's Community Fair.

);> The request was evaluated against the Council approved Partnership Grant policy and as it meets all of the approved criteria, it is recommended that $2,900 in grant funding and $2,100 in in-kind services be approved. This is the maximum funding permitted under the Partnership Grant policy.

5.3.2 The IRIS Group Request $1,100 grant Recommended: $1,100 grant

);> Attachment 12 is the Partnership Grant application submitted by the IRIS Group. The IRIS Group has extensive history in carrying out community-interactive projects, the collective wishes to work with the YWCA second stage housing residents and staff to revitalize a derelict outdoor space at Adelaide House through a series of art making and gardening initiatives that employ the various talents of the members of IRIS.

);> The funding will be used to provide creative endeavours for Oshawa citizens who live at or are clients of the YWCA. The initiative involves making art together, imparting some of IRIS members' skills as well as learning from the women themselves. IRIS will partner with the YWCA in order to provide an enriching experience that will have continued effects beyond the project itself. The garden and amphitheatre will be a source of ongoing enjoyment for YWCA patrons.

);> The request was evaluated against the Council approved Partnership Grant policy and as it meets all of the approved criteria, it is recommended that $1,100 in grant funding be approved.

5.3.3 Big Brothers Big Sisters of Oshawa-Whitby Request: $5, 000 grant

);> Attachment 13 is the Partnership Grant application submitted by Big Brothers Big Sisters of Oshawa-Whitby. Big Brothers Big Sisters of Canada is a leading child and youth serving organization providing quality mentoring programs across Canada.

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);> The grant will assist in covering program expenses such as volunteer screening and coordination, planning and implementing activities and case management. The service requested includes facility rentals such as pool, park and room rentals.

);> The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:

• Demonstrate that funding is not available from other sources • Deliver programs/services to citizens of Oshawa (not limited to Oshawa

residents) • Not to be used as a replacement for other funding sources • Not to cover ongoing operating costs

);> As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

5.3.4 Canadian Breast Cancer Foundation CIBC Run for the Cure - Durham Request: $14,800 in-kind

);> Attachment 14 is the Partnership Grant application submitted by the Canadian Breast Cancer Foundation CIBC Run for the Cure - Durham. The Canadian Breast Cancer Foundation is a volunteer based organization dedicated to creating a future without breast cancer.

);> The request for in-kind services is for the rental cost of Lakeview Park and associated City staff costs.

);> The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:

• Need for financial assistance o Canadian Breast Cancer Foundation CIBC Run for the Cure- Durham is

proposing a 2014 net surplus of $507,450 before the City of Oshawa Partnership Grant

o Based on March 31, 2013 audited financial statements for Canadian Breast Cancer Foundation, Total 2013 unrestricted reserve funds of $16,030,686

• Demonstrate that funding is not available from other sources • Provide evidence that they are decreasing their reliance on municipal funding • Not support program or services operated under the authority of another level of

government • Grant and/or in-kind request exceeds the $5,000 maximum amount

);> As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

J


5.3.5 Durham Community Legal Clinic Request: $5, 000 grant

>- Attachment 15 is the Partnership Grant application submitted by Durham Community Legal Clinic. The Durham Community Legal Clinic provides access to justice through quality legal services, advocacy and information for people living on a low income or in poverty.

>- The grant funding would be used to extend the paralegal's contract to assist with a high volume of legal files and fulfill the dire need for representation of low-income Durham Region residents.

>- The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:

• Need for financial assistance o Based on audited financial statements dated March 31, 2012 Durham

Community Legal Clinic has $46,192 in their general reserve fund • Demonstrate that funding is not available from other sources • Deliver programs/services to citizens of Oshawa (not limited to Oshawa

residents) • Not support program or services operated under the authority of another level of

government • Not to be used as a replacement for other funding sources • Not to cover ongoing operating costs

>- As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

5.3.6 Durham Youth Orchestra Request: $5,000 grant

>- Attachment 16 is the Partnership Grant application submitted by the Durham Youth Orchestra. The Durham Youth Orchestra provides youth of Oshawa and the surrounding communities an opportunity to participate in an orchestra and receive specialized education in classical performance.

>- The grant funding would be used to fund specific programs and events, and to cover expenses incurred by doing concerts with local school music programs.


• Need for financial assistance o Based on the June 30, 2013 financial statements Durham Youth

Orchestra has a balance of $12,066 in their operating fund • Deliver programs/services to citizens of Oshawa (not limited to Oshawa

residents)


• Provide evidence that they are decreasing their reliance on municipal funding • Does not charge the public an admission fee


5.3.7 Feed the Need in Durham (Late) Request: $5, 000 grant

>- Attachment 17 is the Partnership Grant application submitted by Feed the Need in Durham. Feed the Need in Durham is a non-profit charitable organization with the aim to alleviate hunger in Durham Region by operating a food distribution warehouse that provides adequate quantities of nutritious food to member agencies.

>- The grant funding would be used to support the operation of essential services such as the ability to maintain the functioning of their warehouse, freezer, cooler and a refrigerated truck.


• Need for financial assistance o Based on March 31, 2013 audited financial statements, the unrestricted

2013 unrestricted net assets are $169,699 • Demonstrate that funding is not available from other sources. Feed the Need

received funding from the Region of Durham, Service Canada and Trillium Foundation

• Deliver programs/services to citizens of Oshawa (not limited to Oshawa residents)

• Provide evidence that they are decreasing their reliance on municipal funding • Not support program or services operated under the authority of another level of

government • Not to cover ongoing operating costs


5.3.8 Festival Africa Oye (Centre Multicultural francophone de Durham) (Late) Request: $3,300 in-kind, $5, 000 grant

>- Attachment 18 is the Partnership Grant application submitted by Festival Africa Oye (Centre Multicultural francophone de Durham). This for-profit organization provides services to all francophone immigrants all across Durham Region.

Report to the Finance Item: FIN-13-19 Committee (Continued) - 11 - Meeting Date: December 5, 2013

? The grant funding would be used to cover the expenses for the organization of the "Festival Africa Oye". This festival will include the traditional African dance, African foods, clothes and jewelry.

? The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:

• Need for financial assistance - unable to assess financial need as no financials were submitted

• Deliver programs/services to citizens of Oshawa (not limited to Oshawa residents)

• Grant and/or in-kind does exceeds the $5,000 maximum amount

? As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

5.3.9 The Living Room Community Art Studio Request $5,000 grant

? Attachment 19 is the Partnership Grant application submitted by The Living Room Community Art Studio. The Living Room Community Art Studio provides opportunities for people from all walks of life to connect with one another and make art for free in downtown Oshawa.

? The grant funding would be used for startup operating costs associated with creating a store-front community art studio at 149 Simcoe Street South. The grant will go towards rent and utilities, art materials, marketing and community outreach.

? The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:


• Non-profit organization • Not to cover ongoing operating costs

? As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

46


5.3.10 Ontario Fantasy Movies Request $3, 000 in-kind

~ Attachment 20 is the Partnership Grant application submitted by Ontario Fantasy Movies. Ontario Fantasy Movies is owned by an Oshawa resident hoping to start making movies in Oshawa.

~ The grant funding would be used for the rental of City of Oshawa facilities to either fundraise or film a short movie by Stephen King, Strawberry Spring.

~ The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:

• Community support for the program/service • Need for financial assistance - unable to assess financial need as no financials

were submitted • Demonstrate that funding is not available from other sources • Non-profit organization • Not support program or services operated under the authority of another level of

government

~ As this request does not meet all of the Council approved criteria, it is recommended that it be denied.

5.3.11 Pride Durham Inc. (Late) Request: $4, 900 grant

~ Attachment 21 is the Partnership Grant application submitted by Pride Durham Inc. Pride Durham Inc. is a non-profit organization that hosts events in Durham Region celebrating lesbian, gay, bi-sexual, transgendered (LGBTQ) and associated peoples throughout the community. Pride Durham Inc. holds an annual Pride Parade in Oshawa in the first week of June. The Parade plays a big role in improving the public perception of the LGBTQ community while fostering positive relationships between themselves and its straight residents.

~ The request for in-kind services is for various City services for the parade.

~ The request was evaluated against the Council approved Partnership Grant policy and the following criteria were not met:


• Provide evidence that they are decreasing their reliance on municipal funding


Report to the Finance Item: FIN-13-19 Committee {Continued) Meeting Date: December 5, 2013

5.3.12 Refuge Youth Outreach Centre (Late) Request: $2, 600 in-kind

>- Attachment 22 is the Partnership Grant application submitted by the Refuge Youth Outreach Centre. The Refuge Youth Outreach Centre is a charitable organization that works with homeless and street youth in the City of Oshawa. They provide meals, clothing, shower and laundry facilities, life direction programs and foster developmental growth in the youth that seek their support.

>- The request for in-kind services is for City services associated with running the Refuge "Y4 Marathon including full road closures, park fees and use of Lakeview Park, Lakefront West Park and the Civic Square.


• Need for financial assistance o Based on December 31, 2012 financial statement retained earnings total

$112,080.65 • Demonstrate that funding is not available from other sources • Provide evidence that they are decreasing reliance on municipal funding • Does not charge the public an ·admission fee • Not support program or services operated under the authority of another level of

government


5.3:13 Simcoe Hall Settlement House (Late) Request: $5, 000 grant

>- Attachment 23 is the Partnership Grant application submitted by Simcoe Hall Settlement House. Simcoe Hall Settlement House is a not-for-profit, community resource centre dedicated to aiding and improving the circumstances of less advantaged children, families and vulnerable adults whose lives are affected by poverty.

>- The grant funding would be used to help strengthen the capacity to deliver multiple services particularly in the Food Bank and Children's After School Programs.


• Need for financial assistance o Based on December 31, 2012 audited financial statements, Simcoe

Settlement House has $113,816 in their operating fund • Demonstrate that funding is not available from other sources • Provide evidence that they are decreasing their reliance on municipal funding • Not to cover ongoing operating costs

. -.

http:112,080.65



6.0 FINANCIAL IMPLICATIONS

~ The annual budget for the Anchor Grant Program is $241,600. Included in this

budget is $28,000 for the Ontario Philharmonic. The Ontario Philharmonic did

not submit an Anchor Grant Application for 2014. The total 2014 requests for

funding under the Anchor Grant Program is $215,900.

~ The annual budget for the Partnership Grant Program is $50,000. The total

2014 requests for funding under the Partnership Grant Program is $69,800. It

is recommended that the requests totaling $6,100 that meet the Council

approved criteria be approved.

7.0 RESPONSE TO THE OSHAWA STRATEGIC PLAN

~ The Anchor Grant and Partnership Grant programs address the following Oshawa Strategic Plan goals: • Social Equity- Ensure an inclusive, health and safe community • Cultural Vitality- Supports arts and culture that engage and inspire • Accountable Leadership - Ensure respect, responsiveness and transparency

Ni¢61e Pincombe ;:Jirector of Finance/Treasurer

Attachments

Item: FIN-13-19

Attachment 1 A

2014 Anchor Grant Program

Incremental Anchor 2014 Request 2014 Recommended Funding

Applicant

Grant

Approved

Limit

Grant Amount

In-kind Total Services Amount

Grant In-kind Total Amount Services Amount

Request forCouncil'sDirection

Boys and Girls of Durham $55,000 $55,000 - $55,000 $55,000 - $55,000 Oshawa Central Business District Improvement Area

$11,200 - $11,500 $11,500 - $11,200 $11,200 $300 (in-kind)

Friends of the Second Marsh $40,000 $40,000 $4,000 $44,000 $40,000 - $40,000 $4,000 (in-kind) Motor City Car Club $25,500 - $25,800 $25,800 - $25,500 $25,500 $300 (in-kind)

Ontario Philharmonic $28,000 - - - - - - -Oshawa Folk Arts Council $20,000 $5,000 $12,500 $17,500 $5,000 $12,500 $17,500 Oshawa and Durham Region Metis Council

$5,100 - $5,300 $5,300 - $5,100 $5,100 $200 (in-kind)

cr c

Oshawa Rotary Ribfest

Oshawa Sports Hall of Fame

$31,800

$20,000

-$20,000

$31,800

-

$31,800

$20,000

-

$20,000

$31,800

-

$31,800

$20,000

Santa Parade of Lights $5,000 $5,000 - $5,000 $5,000 - $5,000 Total $241;600 $125,000 $90,900 $215,900 $125,000 $86,100 $211,100 $4,800 (in-kind)

Item: FIN-13-19 Attachment 1 B

2014 Partnership Grant Program

Applicant 2013

Funding 2014 Request 2014 Recommended

I Grant

Amount In-Kind

Services Total

Amount Grant

Amount In-Kind

Services Total

Amount Oshawa Children's Community Fair $4,700 $3,000 $2,100 $5,100 $2,900 $2,100 $5,000 IRIS Group $1,100 - $1 '100 $1 '100 - $1 '100 Big Brothers Big Sisters Oshawa-Whitby $5,000 - $5,000 - - CIBC Run for the Cure $14,300 - $14,800 $14,800 - - Durham Community Legal Clinic $5,000 - $5,000 - - Durham Youth Orchestra $5,000 $5,000 - $5,000 - - Feed the Need in Durham (Late) $5,000 $5,000 - $5,000 - -

(_} Festival Africa Oye (Late) $5,000 $3,300 $8,300 - - The Living Room Community Art Studio $5,000 - $5,000 - - Ontario Fantasy Movies - $3,000 $3,000 - - Pride Durham Inc. (Late) $4,800 - $4,900 $4,900 - - The Refuge Youth Outreach Centre (Late) $2,700 - $2,600 $2,600 - - -Simcoe Hall Settlement House (Late) $5,000 $5,000 - $5,000 - - Other $23,200 - - - -

~ --~----------------------

To!al -

$64,700 ----

$39,100 $30,700 $69,800 $4,000 $2,100 ,_ ----- ------··-··-·············-······ ----·

_$_~,100

Item: FIN-13-19 Attachment 2

~· ~Oshawa Anchor Organization Annual Reporting Form

NOTE R5PQRTING REOUfBEMEN'f$ PEA91JNE- QCTQ@R U 111

Pnor to compJettng lhes fonn, p/&a:>t nm&w the Reporting ~ants fOI Ancll019d Otr;antzlilttons Polley amt Pfocedure, and lnstt•JOttons for Comp/li#lrti(J Sttm>numt ofE81im4ttJFitit'f!lti9S a E.~pendjttJTfiiJ located on the barkpage

comptetactforlnf wltl! 'UPPtJI1!n« ocumentat~ott II!wm ..mto: City of OahQwa, Attention: Budtet Serv!CIIS, 18 Centr. St. s.. O.fuiWll, ON l.fH 3Z1 or lty e-mall to tmdflels@othi!Ji!ll.lii or by fax to (90S) 4384896.

171& folnv.mg ar11 hl hvmcluded wJth thlt form (aJ Copy of tht~ mt1St recent (audited) Funtnetal Stl1tflm9ntlt rbJ SHl&mtmt ufEatrmated tl/-kh1d Ser'VII."es Fc.vm (1f app/«;ablfl,l (",l Rspotllng Peqwrement$ Chtc}Ji;t

Contact lnforane~tion Organization Name Telephone

Boys and Girls Club of Durham 905-728-5121 Address

433 Eulalia Avenue City Province Postal Code

Oshawa Ontario L1H 2C6

Contact Name Telephone •Email Address:

Lisa McNee Baker 905-728-5121 ext. 222 [email protected]

Position • All communication will be via

Executive Director email

Any pefllonal information In this fonn is collected for the pvrpose ofadministering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the oollectlon ofpersonal infonnatlon may be dlroctfJd to Budget Services at (905) 436-3311 ext. 2166.

Organization Information

Describe what the annual funding will used for? (300 words or less).

The Partnership Grant Funding Is used to cover expanses ra.lated to providing After-School Programs, Evening Programs and Breakfast Club to Oahawe's children and youth. Each day in Oehawa approximately 390 children are supported ln our after-school program where they receive a nutritious snack, Intense physical activity, homework assistance and personal weflness and leadership training. Evening programs Include gender specific programs, ba$ketbal! for teens, homework assistance for teens, personal development programs such as cance skills and soccer. Breakfast club takes place each Saturday Morning from October to April and provides a hot, nutritious broakfast and three hours of physical activity. Supper Club takes place each Tuesday night and provides a hot supper for children at the compJetron of the after-school program. What sets our programs apart is that they a low cost (in the case of our after school programs) or no cost (evening and weekend programs) and st~rve children who may not otherwise be able to participate In recreational activities. Our agency has a policy of not turning children away for lack of funds snc! we are able to provide subsidy to a number ofcflfklren including for our summer camp programs.

our agency hosts a number of Special Events lhet are open to all children in the City of Oshawa. We provide leadership opportunitles for teens Including Torch Club, Kiwanis Key Leader Training and Rouers Raising the Grads Homework Program. We provldB programming on all P.A. days. Typically when school is not ln operation, the Boys and Girls Club Is open, providing the children of Oshawa with a safe, affordable and fun place to spend their leisure hours being active, learning leadership skills and having fun. We could not provide the level of service we do if It were not for the Anchor Organization funding from the City.

Page 1 of10

http:folnv.mgmailto:tmdflels@othi!Ji!ll.lii

Anchor Organization Annual Reporting Form

Summarize the results of the programs, services, events andlor activities experienced by your organkatlon as a result of the current year's annual funding. (i.e. number of partlclpams, revenues earned, number of events held, etc.) (300 words or less).

In the past year our agency provided 115, 600 healthy after-school snacks, 1 ,294 hours of physical activity, 1214 hours of homework assistance. We had 1398 children attend summer camp and we provided positive alternatives and guidance to over 650 youth through our Youth Justice Programs. Swim to Survive Program was provided to 484 children and 8,162 swimming lessons and 1,800 Aqua-fit programs were provided. In the past year the Boys and Girls Club provided 495 hot breakfasts and close to 700 hot dinners.

Five youth were provided with post secondary scholarships as a result of their being involved with the Boys and Girls Club. Part-time employment opportunities we provided to approximately 75 young people who live in Oshawa.

The agency held 15 special events throughout the year ranging from Mystery Nfghts to Christmas Dinners for youth all of which were well attended and highly successful.

Paga2of10

Item: FIN--13-19 Attachment 3

~Oshawa Anchor Organization Annual Reporting Form

Prior to ~ing:tl;l{~tqrmi·P.ft¥t~W,v!~'IV~ ij$porting Reqf#ltsments for Anchored O!J!strliatfons PoJfcyshd Procedure. and Instructions for Compt.eting Stfl~nfifitofEstlmated.Revanues& E>q:WndltUres fotatad on thtt bsck page.

eomete~ tWm.a with sueAA'11Rq~if®ngg to lteJIFJ.ttQ; City of Osf!awa1 AtJitntlcin: Budget 8$1'Vii:as, M ~ritra St. S.,. Osh~wa, ON L1H' 327 or l:iy ~man t1) [email protected];a or by fax to {005) 43848$5~

The foftowii'lg are to bft flici!Jd~d wfih th~ fo.tm: . (a) CopyQfthernostr6.!1Mf · Iti~J.StatBmant"' ._ ·.· (b) Stat~tltofESltliitmitt~Jn ....· fl:ftlli Form (ff8ppJf¢able). (c) Reporling ~q~ Cl:!iiofi:Pst · ·

Contact lnforJttatioh Organization Name Telephone

Oshawa Central Business District Improvement Area Board of Management 905-576-7606 Address

PO Box 54044 City Province Postal Code

Oshawa ON L1H 8T2 Contact Name Telephone *Email Address:

Angela Mittoni 905-576-7606 [email protected] Position

• All communication will oe via Office Administrator email

Any personal information in this form is collected for the purpose of administering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to Budget Services at (905) 436-3311 ext. 2166.

. . ,. . :. :

Organiutfon·~f~tian. . . . . . . -. . .


The Downtown Oshawa is requesting In-Kind services for Crusin' Downtown Oshawa. This is three consecutive nights (Wednesday to Friday) of activity in the downtown. These services allow us to close the roads and ensure the safety of the participants and attendees for two of these nights (Thursday and Friday). Autofest Kickoff has been a long standing tradition in the downtown, which attracts people from all over. With Bikes on Bond only seeing its second year, this has already become a very popular event with the local motorcycle enthusiasts, which we foresee increasing in size for 2014.

Page 1 of 10

mailto:[email protected];a

~Oshawa Anchor Organization Annual Reporting Form Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (i.e. number of participants, revenues earned, number of events held, etc.) (300 words or Jess).

Due to a City by-law, the Downtown Oshawa cannot increase their levy and has been working with the same amount of funds for the last 22 years. In the last two years we have added two new events in addition to the Autofest Kickoff, bringing three consecutive nights of events in downtown Oshawa. All of these events are free to the general public. For the purposes of this application, we are seeking In-Kind services for two of these nights. The first will be for Bikes on Bond and the second, the following night, Autofest Kickoff. These services allow us to close the streets, provide live entertainment and a chance for participants to showcase their motorcycle or car. Attendees can come and see and/or talk to the owners of the vehicles. In 2013 we had almost 500 motorcycles and well over 400 cars in the downtown in the two nights. We expect that we will see and increase in motorcycles in 20i 4 as this event more than double in one year. As for the number of attendees, Autofest kickoff sees approximately 5000 and Bikes no Bond saw between 500 and 1000.

Page 2 of 10

... )

Item: FIN!'I3-19 Attachment 4

~Oshawa Anchor Organization Annual Reporting Form NOTE: REPORTINGREQUIREMENTSDEAPLiftE- QCTOBER15 J1!

Prior to completing this form, please raview th& Reporting Requirements for Anchorad Organizations Policy end Procedure, and fnstructions for Completing Statement ofEstimated Revenues & Expenditures located on the beck page.

Comple{fd forma With lfJQRqrtlna ggqumentaflcm are to b! sant to;

City of Oshawa, Attention: Budget Sarvlces, 50 Centre St s., Oshawa, ON L 1 H 31:1 or by e-mail to [email protected] or by fax to (90fi) 436-3895.

The foUowlng sre to be included with this limn: (a) Copy of the most recent (audited) Financial Statements (b) Statement ofEstimated In-kind S1i'rvlces Fonn (if applicable). (c) Repotfing Requirements Checklist

Contact Information

Organization Name Telephone

Friends of Second Marsh 905-723-5047 Address

PO Box 26066, 206 King St. E. City Province Postal Code

Oshawa ON L1H 8R4

Contact Name Telephone "Email Address:

Brian Brasier 905-723-5047 [email protected] Position

*All communication will be via

Executive Director amall

Any petsanal information in this fonn is collected for the purpose of administering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to Budget Services at (905) 436-3311 ext. 2166.



As part of the coalition of agencies comprising the Second Marsh Management Team, Friends of Second Marsh (FSM) has been given the mandate by the lead agency, the City of Oshawa, to look to the stewardship of the Second Marsh Wildlife Area (SMWA) and to assist the community in the appreciation of the SMWA, chiefly through education and intEirpretatlon activities. Carrying out this mandate can be a complex process of meeting planned and unplanned demands and sltuatiOfls. Funds will be used to help cover the operating costs (e.g. utilities, ofllce supp~es. personnel and professional services) and the costs of purchasing suppUes/materials required to meet these demands. Planned activities Include: -school educatfon programs -community/family interpretive events -craft activities at FSM and community sponsored events, - the care and maintenance of nature trails and their interpretive features, - invasive species control - habitat restoration aclivltles in the community in cooperation with Oshawa Parks -habitat (e.g. beach and creek) clean ups, -monitoring and responding to activities that may affect the health of Second Marsh - the production of newsletters and ather public education materials, and, -partnership activities associated with programs such as "Communities in Bloom", "Doors Open Oshawa", the "Durham Children's Groundwater Festivar, etc.

Page 1 of 10

J

mailto:[email protected]

~Oshawa Anchor Organization Annual Reporting Form Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (i.e. number of participants, revenues earned, number of events held, etc.) (300 words or less). ·

- Protection of the SMWA and waterfront through Friends of Second Marsh (FSM) campaign in opposition to establishment of an ethanol refinery on the waterfront: Carried out activities in relation to environmental protection legislaUon (estimated value of services attained for legal assistanca, environmental consultation &FSM unpaid contributions in 2013 so far is $7,000) I Raised public awareness of the various aspects and potential impacts on the community ( letters to editors, newsletter articles, email alerts, news media releases) - Invasive species control: (programs targeting garlic mustard) -Education programs for children: Wetland Walks (11 00 participants), Kids in the Marsh summer camp (88 campers), Marsh Break (30) - Public presentations promoting SMWA: (5 events totanng 950 participants) -Community interpretive programs at SMWA: (5 events totaling 180 participants) - Partnered In community programs: Doors Open, Deck the Halls, Durham Children's Ground Water Festival - Spring beach clean up at SMWA: 32 participants -Boardwalk maintenance at SMWA: estimated value of donations for materials and labour is $3100 - Replanted trees and shrubs on east side of marsh destroyed by arson in April 2012; value of plant material grants and labour is $5,600 - Mclaughlin Bay rehabilitation: Assisting steering committee of government and non-government agencies in the planning and

initiation of a restoration program for Mclaughlin Bay

Page 2 of 10

e ~Oshawa Anchor Organization Annual Reporting · NOTE: REPORTING REQUIREMENTS QEADLIN£- OCTOBER 15 1ll

Prior to completing this form, please review the Reporting Requirements for Anchorod Organizations Polley and Procedure, and

Instructions for Compfeting Statement ofEstimated Revenues & Expenditures located on the back page.

Completed forms wiih §Upporting documentation are wbe sent to: City of Oshawa, Attention: Budg~tt Services, 50 Centre St. S., Oshawa, ON l1H 3Z7 or by e-mail to [email protected] or by

' fax to (905) 436-3896.

The following are to be included with this form:

{a) Copy of the most rocent (audited) Financial Statements

(b) Statement of Estimated In-kind Services Form (if applicable). (c) Reporting Requirements Checklist

Contact Information

Telephone

t?t?:>-: 576--3CJ37 5'fkJol

Province Postal Code

()/. ,L./-:5-&Lt Contact Name Telephone *Email Address:

~rciw,/1~.-s-130},;11 *A · · 'lib· ,('."/ncommun1cat1on WI e v1a email

Any personal information in this form is collected r the purpose of administering the City of Oshawa 's Anchor Events and

Organization Reporting Requirements process. Questions respecting the coJ/ection ofpersonal information may be directed to

Budget Services at (905) 436-3311 ext. 2166.



Page 1 of 10

u


~· e ~Oshawa 2014 Partnership Grant Program Application (Maximum Grant Request $5,000)

Organization Goals & Objectives

Which. one of the following best describes your organization?

D For-profit Organization £H'Registered Non-profit Organization D Other (please explain)

Registration# /?'J /b/f(

Which one of the following statement best describes your Intent to utilize the City's grant? (check all that apply).

D General operating expenses D Fund specific programs your organization provides 0 Purchase capital assets

rifspansorship for event being held in Oshawa 0 Ongoing operating expenses

D Other (please explain)

Does your organization charge the public an admission fee?

[kr{es D No

Describe your organization's typical activities {eg. programs, activities, events, services) (200 words or less).

Aa~-*'5--J /r sdld~ 8o;C' :Per6y Pe .kr'c / &~;:- fo Ah t;e~l r 1

sf('j It e dr:rf'~v q IY?ct, ci/1 d

Page 2 of 11

..--.. J

----

----------- ·----··· ..

2014 Partnership Grant Program Application (Maximum Grant Request $5,000)

Briefly describe who takes part in your organization's programs and services or who uses the services that you offer including the geographical area serviced by your organization {200 words or less).

What additional funding or sponsorship have you applied for and/or successfully received in the past 2 years?

Please complete the chart below.

Year Source Purpose Amount Applied Amount Successfully For$ Received$

. -···

Page 3 of 11

0


Anchor Organization Annual Reporting Form p--oshawa

NOTE: REPOBIING REQUIREMENTS DfiAPLINE- OCTOBEB 15 1b.

Prior to completing thls form, please review the Reporting Requirements for Anchored Organizations Policy and Procedure, and Instructions for Completing Statement ofEstimated Revenues & Expenditures located on the back page.

C.omplet,fi forms with supporting ctocumantatiQD are fo be sent to:

City of Oshawa, Attention: Budget S~trvices, 50 Centre St. S., Oshawa, ON L 1 H 3Z7 or by e-mail to [email protected] ur by

fax to (905} 436-3895.

The following are Ia be included with this form:

(a) Copy of the most recent (audited) Financial Statements (b) State:ment of Estimated in-kind Services Farm (if applicable). {c) Reporting Requirements Checklist

Contact Information


OSHAWA FOLK ARTS COUNCIL 905-725-1624 Address

PO BOX342 City Province Postal Code

OSHAWA ONT L 1H-7L3 Contact Name Telephone *Email Address:

LILY DAVIDSON 905-728-1963 [email protected] Position

• All communication will be via CORRESPONDENCE SECRETARY email

Any personal Information in this form is collected far the purpose ofadministering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to Budget Services at (905) 436-3311 ext. 2166.


Describe what the annual funding will used for? (300 words or less). Fiesta Week 2014 Assisting Ethnic Pavilions in construction cost for their floats. Fiesta Parade Rental of Memorial Park City Staff Road closure permits Food Booth permits City Policing

Page 1 of 10

() 1


Anchor Organization Annual Reporting Form p--oshawa Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (i.e. number of participants, revenues earned, number of events held, etc.) {300 words or less). Fiesta Week 2014 wlll mark our 40th Anniversary of bringing Fiesta Week to the City of Oshawa. this is truly a remarkable milestone to be celebraring and to be achieving. Fiesta Week is Ontario's only and largest week long Multicultural Festival Fiesta Week has been named several times as one of the Top 100 Festival and Events in Ontario Each year Fiesta Week brings numerous new and old vlstitors to the City together as a City, we celebrate and embrace the various cultures that our City has to offer. The OFAC is a non-profit organization, and with the assistance ofthis grant we are able to continue to bring this event to the City. We rely solely on Bingo revenue and passport sales to help us offset our costs. Our Events include, Queens Court Baii(Miss Fiesta is chosen), a Parade throughout the downtown core, a Concert at Memorial Park, and 17·20 Ethnic Pavilions. · We seH approximately 7700·8000 passports each year. However, please keep in mind that this does not track the

number if attendees. (parade and concert are free events, and lunch time admission is also free, and we have a lot of

free radio and publicity give aways).

Page 2 of 10


~Oshawa Anchor Organization Annual Reporting Form NOTE: REPORTING REQUIREMENTS DEADLINE- OCTOBER 15 1ll

Prior to completing this fonn, please review the Reporting Requirements for Anchored Organizations Policy and Procedure, and Instructions for Completing Statement afEstimated Revenues & Expenditures located on the back page.

Completed fonns with supporting documentation are to be sent to:

City of Oshawa, Attention: Budget Services, 50 Centre St. S., Oshawa, ON L1H 3Z7 or by e-mail to budg@[email protected] or by fax to {905} 436-3895.

The following are to be included with this form: (a) Copy of the most recent (audited) Financial Statements (b) Statement ofEstimated In-kind SetVices Form (if applicable). (c) Reporting Requirements Checklist

Contact Information


OSHAWA AND DURHAM REGION METIS COUNCIL 905-668-1612 Address

1288 Ritson Rd N. Suite 356 City Province Postal Code

OSHAWA ONTARIO L1G 882

Contact Name Telephone *Email Address:

Cecile Wagar 905-668-1612 [email protected] Position

• All communication will be via Senator email

Any personal information In this form is collected for the purpose ofadministering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to Budget SeNices at (905) 436-3311 ext. 2166.



The funding we request from the City in the form of In-Kind services, through the waiving of fees, will be used to secure Memorial Park for our 8th Annual Metis Heritage Celebration on June 21/22, 2014. The City services we request include provision of the park, band shelf/usa of civic band room, wheel chair lift, sound system, raising/lowering of the flag and banner, hydro, portable stage riser, road closure, four short term food shops (including one non-motorized beverage stand and one ice cream truck), and care of the park including picnic tables, garbage cans. chairs, tables, and City staffing.

Page 1 of 10

mailto:budg@[email protected]

~Oshawa Anchor Organization Annual Reporting Form Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (i.e. number of participants, revenues earned, number of events held, etc.) (300 words or less). In conjunction with Canada's Aboriginal Day, the Oshawa and Durham Region Metis Council (ODRMC) Is hosting it's free and open to everyone, family friendly Sth Annual Heritage Celeblation on June 21 & 22. 2014. Each year mora and more people have attended. Unfortunately, In 2013, we believe that there were fewer than 2000 people who attended our two-day festival due to heavy rains most at the first day of the event. This year we anticipate that 4000-5000 wiU come to experience contemporary Metis music, food, art. and culture, and learn more about the Metis people's contribution to the formation of canada.

Each year our event draws popular Metis entertainers Including traditional jiggers and fiddlers, drummers, along with cultural demonstrations, displays, vendors, food and children's cultural arts. crafts, storytellers, and traditional teachings activities. There are other service exhibits including post-secondary Aboriginal programs that highlight Metis Way of l..ife awareness and provide today's Aboriginal and non-Aboriginal people of Durham avenues to improve their futures (l.e. education, health, employment, and service in Canadian Armed Forces and Regional Police). Each year our volunteers, partleipants, and spectators all Jeam more about Matis culture which raises awareness and promotes a positive understanding of the Metis community of Durham.

Additionaffy, ODRMC holds annual cultural activities including social gatherings, drumming, jigging, and fiddling groups and performances, monlhly Council meetings, craft activities, and children and youth activities. We also hold special louis Riel Day Ceremonies with the raising of the Matis flag at Oshawa City Hall, DDSB, and ocosa Offices; participate in Aboriginal Advisory Circles (education and health) and duly to consult meetings wlth government and proponents regarding 1he impact of development on lha Matis Way of Life. and provide cultural displays and elder's teachings at various Durham Region community events.

Page2 of10


~Osfiawa Anchor Organization Annual Reporting Form NOTE: BfPJ?RTING REQt,IIREMENTS DEADLINE- OCTOBER 15 !!!

Prior to completing this form, please review the Reporting Requirements for Anchored Organizations Policy and Procedure, and Instructions for Completing Statement ofEstimated Revenues &Expenditures located on th& back page.

comp(eted forms with suPPgrtlag dOgumentatlon are to be §ent to:

City of Osbalf!(a1 AU.~mtlon: Budget Services, 50 Centre St. s., Oshawa, ON L 1 H 3Z7 or by e-mail to [email protected] or by fax to (Q05) 438•3895.

The tal/owing are to be included with this form: (a) Copy ofthe most recent (audit&d) Financial Statements (b) sta(ement of Estimatod In-kind Services Form (ifapplicab!e). (c) Repomng Requirements Checklist

Contact Information


Oshawa Rotary Ribfest 905-668-1217 Address

PO Box 91 City Province Postal Code

Oshawa ON L1H7K8

Contact Name Telephone *Email Address:

Bob Merry 905-668-1217 [email protected] Position

C)-q 1J Me tv~ B;:: ~ • AU communication will be via email

Any personal information in this form is collected for the purpose ofadministering the City of Oshawa's Anchor Events and Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to Budget Services at (905) 436-3311 ext. 2166.



Through the Rotary Club of Oshawa, the net surplus from Ribfest is used to provide support to many community organizations and individuals in the City of Oshawa. A few of these are as follows: City of Oshawa Projects: - Butterfly Garden at Farewell Park - Rotary Bridge in Kinsmen Park - Oshawa Valley Botanical Garden - 2nd Marsh Project - Lakerldge Health Oshawa - R.S. Mclaughlin Durham Cancer Centre -UOIT - Grandview Children's Centre - Individuals in our community who need help because of their life circumstances

Page 1 of 10


~Oshawa Anchor Organization Annual Reporting Form Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (I.e. number of participants, revenues earned, number of events held, etc.) (300 words or less).

See Organization Information above

Page 2 of 10


Anchor Organization Annual Reporting Form

NOTE: REPORTING REQUIREMENTS DEADLINE- OCTOBER 16 !!!

Prior to completing this form, please review the Reporting Requirements for Anchored Organizations Policy and Procedure, and Instructions for Completing Statement ofEstimated Revenues & Expenditures located an the back page.

Completed f9nns With §Upportfna documentafign are (9 be sept fpj

City of Oshawa, Attention: Budget Service&, 60 Centre St. S., Oshawa, ON L 1 H 3Z7 or by e-mail to [email protected] or by

fax to (9051436-3896.

The following ara to be included with this form: (a) Copy of the most racent (audited) Financial Statements (b) Statement ofEstimated fn-kind SeNices Farm (if applicable). (c) Reporting Requirements Checklist

Contact Information


C'Si1Aul1 ~~?.> l/4tL ?'/'.: r/lmt:: jlps -2 s;..s- 6/ 3"o Address qi> 6 G,N~""~ (... /110TcJd$ CE_N/~C

97 .4/#JL- ~.?;;P"ar G/1sr Province Postal Code

..-contact Name Telephone *Email Address:

.,5/IE;~A #c i(t:'/11/f/A ;l&£" • ~J,S"- ~ rf'R7 £m,n24;.-94 1.9J'i!i}.e~d ·cA Position

• All communication will be via

~£d£1/1_.l.y' 7d /d'e' &&-et) email Any personal infoimation in this form is collected for the purpose ofadministering the City of Oshawa's Anchor Events and

Organization Reporting Requirements process. Questions respecting the collection ofpersonal information may be directed to

Budget Services at (905) 436-3311 ext. 2166.



?S C..'.:Jut£,2. ?N'~ & s r /-?" M,el' o11; 1?:/e.' ?u 1 § 6.SI{t/DJ,1 )/o.LI.f f(v{LL 01;' FAfi>C: l~di.Lt..'r/orJ Ce:~~..J'-( 4;vt'J ,O;AJ.Nee. /fEoJu

fi't::Li) t.fcv #14c.j 2~1 ~0/4-

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/t£s,V&/tl·7 q {;"K·h~ c;t /,-./&;:: .6u44) ?Jr' b-ud£~'~

http:t:/"tJ/.JImailto:[email protected]

Anchor Organization Annual Reporting Form p--oshawa :~:~~~r~~~~he results oft~e programs, services, events and/or activities experienced by your organization as

held, etc.) (3~oc!~~~ ~:r;~~nnual funding. (i.e. number of participants, revenues earned, number of events

/dv,( /;V;j;c}J !)tAl'/if 0t71r' #A.J .5JS~/-'fcJ.1 a~~;;c__'/( ON /(_.v,) rrrc-' tf'$7 (:).51'/Attolt- PA'4met) CE,i!..li 1-:::/t'4 71;-s.. · -?d~ C4/?,l ~17t.lidt::> .AAJI) ?&-J,n /r/c?7v 4£tf' &fi /)l.f/ftv# y ; 1-u 7/f{;;;.' fl')ttfeUJ4 /Ltu/t -;;; d&::/JV~ fl1tJuft}7e:P "I() /fie C~/\Jcq;L;.(:;( td-1~5' &.: /~- c'f.;.;t'J.C

Page 2 of 10

http:CWie:ve/?Jc=,.VT

Item: FIN-13-19

Attachment 10

~Oshawa Anchor Organization Annual Reporting Form NOTE: REPORTING REQUIREMENTS DEADLINE- OCTOBER 15 1fl

Prior to completing this form, please review the Reporting Requirements for Anchored Organizations Policy and Procedure, and Instructions for Compi~Jting Statement ofEstimated Revenues &Expenditures located on the back page.

Completed forms wifh suQPOrling documentation are to be sent to:

City of Oshawa, Attention: Budget Services, 50 Centre St. S., Oshawa, ON L 1 H 3Z7 or by e·mail to [email protected] or by fax to (906) 436-3895,

The following are to be included with this form: (a) Copy of the most recent (audited) Financial Statements (b) Statement ofEstimated In-kind Services Form (if applicable). (c) Reporting Requirements Checklist

Contact Information

Telephone

(~oS)1f025:-~I.P'i?do

City Postal Code

O~CL

Contact Name

3cxi ~ :r. H~ru Telephone .Bv.s. (qc5) '71-/3 --c:29-.?t~

('1:os)ttot5totos-(p (c) *Email Address:

0Jh. •spe.IJ~'is0>...3~. ccn Position

c~~......, ;)b\3 ~-\:S~ ~z~ L~.'\\-::\s. Os\--.nwc:."L • All communication will be via email Any personal information in this form is collected for the purpose ofadministering the City of Oshawa's Anchor Events and Organization Reporting Reqf:lirements process. Questions respecting the collection ofpersonal information may be directed to Budget Services at (905) 436-3311 ext. 2166.



hl\f'-.0a-\. ~~~a.Q_\.(U)~ feu-ad?- ~a Sct~~ J?(\.te6.e_ b~~'"\-3 .

Page 1 of 10

http:hl\f'-.0amailto:[email protected]

~Oshawa Anchor Organization Annual Reporting Form Summarize the results of the programs, services, events and/or activities experienced by your organization as a result of the current year's annual funding. (i.e. number of participants, revenues earned, number of events held, etc.) (300 words or less).

~' s ,s-+-R_ «L C).r-,.uc.Q D~d.- ~"-to C\o..us. Po.t--ad"L ~l:.\d

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Page 2 of 10

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~·:k--Oshawa 2014 Partnership Grant Program Application (Maximum Grant Request $5,000)

NOTE. APPLICATION DEADLINE- OCTOBER 15m, 2013

Prior to completing this application form, please review the Partnership Grant Program Policy and Procedure, and Instructions tor Completing Statement of Estimated Revenues & Expenditures located on the back page.

Completed applications with supporting documentptfon should be forwarded to:

City of Oshawa, Attention: Budget Services, 60 Centre St. S., Oshawa, ON L1H 3Z7 or by e-mail to [email protected] or by fax to (905)436-3895.

The following are to be included with this application: (a) A statement of the applicant's goals and objectives (b) Copy of the most recent (audited) Financial Statements (c) Copy of the minutes of the meetings where the Executive approved the application {d) Statement of Estimated In-kind Services Form (If applicable) (e) Application Checklist

Send In-kind Services Form to: Laurie Jones, Supervisor ofEvents and Community Engagement, [email protected], (905) 436-3892 Note: Requests for 2014 In-kind Services must be received by the Supervisor of Events and Community Engagement by

September 20, 2013. Events staff will review and return In-kind Services form to the applicant to include with their completed application

Organization/Association

Name Telephone

Oshawa Children's Community Fair 905-723-0036 ext 228 Address

115 Grassmere Avenue City Province Postal Code

Oshawa Ontario L1H3X7

Contact Information

*Email Address:Name Jeff Dart Telephone 905-723-0036 ext 228 [email protected]

Position C Ch . * All communication will be via o- a1r email Any personal information in this application form is collected for the purpose of administering the City of Oshawa's Partnership Grant

propess. Questigns respecting the collection of personal information mav be directed to Budget Services at (9051 436-3311 x2166.

Financial Assistance Requested

Note: Please attach In-kind Services Form if applying for in-kind services. It completing form online, total grants & in-kind services

are formulated to calculate the ending balance once figures are entered below.

Current Year's Request (insert dollar figure) Prior Year's Receipt, if applicable (insert dollar figure)

Grant (max. $5,000) $ 3,000.00 Grant $ 2,835.00

ln-killd Services: In-kind Services: 1. Venue & City of Oshawa $ 2,094.02 1. Venue & Staff Support 2,165.00$ 2. 2. 3. 3. 4. 4.

2,094.02 2,165.005. $ 5. $ =~--=~--

5,094.02 5,000.00Total Grants & In-kind Services $ Total Grants & In-kind Services $ =~-- =~--

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~-~Oshawa 2014 Partnership Grant Program Application

(Maximum Grant Request $5,000)


Which one of the following best describes your organization?

0 For-profit Organization 0 Registered Non-profit Organization 0 Other (please explain)

Registration # Non profit but not registered

Which one of the following statement best describes your intent to utilize the City's grant? (check all that apply).

0 General operating expenses 0 Fund specific programs your organization provides 0 Purchase capital assets

0 Sponsorship for event being held in Oshawa 0 Ongoing operating expenses

0 Other (please explain)


0 Yes .ll] No

Describe the purpose of the grant/In-kind services, what will the funding be used for? (300 words or less).

To assist with purchasing stage and ground activities for the Oshawa Children's Community Fair to be held June 7th, 2014 at Memorial Park in Oshawa. The fair is a fun and informative day for families and children to access information from various service agencies in Oshawa.

The fair is intended to reach "at risk" families who need additional support.

Describe your organization's typical activities (eg. programs, activities, events, services) (200 words or less).

Several Community partners and agencies have come together to form the Oshawa Children's Community Fair committee to organize this yearly event.

Organizations Include: YWCA Oshawa Community Health Centre Durham District School Board Durham Catholic District School Board Downtown Action Committee City of Oshawa Community I Parent volunteer members

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~Oshawa 2014 Partnership Grant Program Application (Maximum Grant Request $5,000)

Briefly describe who takes part In your organization's programs and services or who uses the services that you offer including the geographical area serviced by your organization (200 words or less).

The Oshawa Children's Community Fair (OCCF) has a large gathering of various service agencies that set up booths and tables to offer opportunities. for families to receive information on services, programs or activities that may be free or of low cost for their children to attend. The fair focuses on at-risk families with children ages 0-8, but we not discriminate and everyone is welcome.

What additional funding or sponsorship have you applied for and/or successfully received in the past 2 years?

Please complete the chart below.

Year Source Purpose Amount Applied Amount Successfully For$ Received$

2013 YWCA Food forBBQ 600.00 600.00

2013 City of Oshawa Stage and Ground events 5,000.00 5,000.00

2012 YWCA Food and program supplies 1,200.00 1,200.00

2012 Oshawa Community Health Centre Entertainment 1,515.33 1,515.33

2012 Durham Regional Police Services Stage and Ground events 500.00 500.00

2012 Rotary Club Stage and Ground events 500.00 500.00

2012 Untied Way Durham Stage and Ground events 500.00 500.00

2012 Kiwanis Club Stage and Ground events 500.00 500.00

'

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Item: FIJv:.TJ-19

Attachment 12

~


NOTE: APP{:ICATIONPEAPLINE- QqTOBEJl15111,.lQ.U

Prior to completing this application form, please review the ParlnBFship Grant Program PoiJcy and Procedure, and Instructions tar Completing Statement of Estimated Revenues &Expendi{ura,s locateci on the P.~Pf1fle·

·: ....·. :

Completed applications with supporting d9amum,tatton §hq..ld li•llz~ tJ?:

City of Oahawa, Attention: Budget Servtc•a,fiO ~ntre St $.; Oshawa, ON L1H au Qr by e·tnailtll lm

The following are to be included With this application: {a) A statement of the applicant's goals and ObjeQtives (b) Copy of the most recent (sucllted) Financial Statements (c) Copy of the min1.1tes .of the meetings whei'e the Executive approved the application (d) Statement ofEstimated fn·kind Services FOrm (if applicable) (e) Application Checklist · ·

Send In-kind Services Form to: Laurie Jones, Supervisor ofEvents and CommunityEngagement, [email protected], (905) 436-3892 Note: Requests for 2014 In-kind Services must be received by the Supervisor ofE116nts and Community Engagement by

September 20, 2013. Events staff will review and return fn-kind Services form to the applicant to include with th6ir completed application.

Organization/Asaoctatlon

Name /fl_ ITelephone 905-436-84651Rt5

Address

536 Grierson Street City Province Postal Code

Oshawa Ontario L1G 5J1

Contact Information

*Email Address:Name Margaret Rodgers Telephone 905-436-8465

[email protected]

Position L d rt" t * All communication will be viaea a 1s email Any personal information in this application form is calfected for the purpose of administering the City of Oshawa's Partnership Grant erocess Questigns rqseectjng the collection of personf!l information mav be d@cted to Budget Services at &951 436-3311 x2166. Financial Assistance Requested Note: Please attach In-kind Services Form if applying for in-kind seiitices. Ifcompieting foim online, total grants & in-kind services are fonnulated to calculate the ending ba/arice once figures are entered below.

Current Year's Request (insert dollar figure) Prior Year's Receipt, if applicable (insert dollar figure) Grant (max. $5,000) $ 1,100.00 Grant $

In-kind Services: In-kind Services: 1. $ 1. $ 2. 2. 3. 3. 4. 4.

0.00 0.005. $ 5. $==-- =~-1,100.00 0.00Total Grants & In-kind Services $ T atal Grants & In-kind Services $

=~- =~-

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Organization Goals & ObJectives Which one ofthe following best describes your organization?

0 For-profit Organization D Registered Non-profit Organization 0 Other (please explain) Registration # Women artists' collective

Which one of the following statement best describes your Intent to utilize the City's grant? (check all that apply).

0 General operating expenses D Fund specific programs your organization provides D Purchase capital assets 0 Sponsorship for event being held in Oshawa D Ongoing operating expenses ({] Other (please explain) contribution to Ontario Arts Councn funding application fur an Artists in the Community want In partnership with Adelaide House, YWCAOumam.


DYes rll No

Describe the purpose of the grant/in-kind services, what will the funding be used for? (300 words or less).

The project will take place from March to September 2014 at Oshawa's Adelaide House, YWCA Durham with members of the women artists collective IRIS, and the women and children who live at or use YWCA services in Oshawa. It will be a multi-faceted art-based project that employs the various practices of IRIS artists to share their expertise in developing a series of activities surrounding the idea of past and present histories, personal and historic ones relating to the site itself. An abandoned garden and amphitheatre exists in a far corner of the sprawling YWCA property that was once a Mclaughfin mansion. Recovering this space creates an opportunity for an artists' garden with sculpture, plantings and performance that would have ongoing use for the women who live in second stage housing on-site, as well as those from the daycare and the on-site Niijkiwendidaa Anishnaabekwewag Services Circle office.


The IRIS Group consists of ten artists and one archivist.

It was formed in 1996 as a forum whose aim Is to raise levels of access for women in the arts, to share ideas, offer mutual support,

and develop projects that further the overall intentions of the group. aased in Oshawa, meetings and activities radiate from this

location. Currently IRIS is an exhibitor in oshawaspacelnvaders at 16 King St East.

In May 2012, through an Oshawa Community Partnership grant, several members of IRIS led a series of free art making workshops,

one of which was offered specifically to the women residents at Adelaide House. Other aspects of the project included interaction

with people on the street, where members handed out sketchbooks and markers .There was strong collaborative aspects with the

city as well as several agencies (ELC classes at EA Lovell School. Rose of Durham, YWCA transitional housing residents).

Objectives were:

• to provide creative endeavours for Oshawa citizens,

• to celebrate their work through exhibition,

·to further develop interest in the downtown core as an arts-friendly locale.

The initiative was planned by Margaret Rodgers and carried out by fellow IRIS members including Sally Thurlow, Laura Hair, Janice

Prebble. and Judith Mason. Funding was provided by the City of Oshawa through its Community Partnership Grant Program.

(http://www.theirisgroup.ca/may-2012-community-partnership-at-bora.html)

IRIS was a nominee at Durham Art of Transition Creative Awards for this work.

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http://www.theirisgroup.ca/may-2012-community-partnership-at-bora.html

2014 Partnership Grant Program Application (Maximum Grant Request $5,000)

Briefly describe who takes part in your organilation's programs and services or who uses the services that you offer including the geographical area serviced by your organization (200 words or less). ~artists. we direct our activitias to tha genet&! public. Much of o1-1r work !s done locally. howov&r we havs ext~n~dve &)(hibition activity through Ontario and into NY. Soms of were r&eently part of the

&)(hibition at !he Beijung Wolrd Muaeum as wen. From our beginnings we have been actiwJ:

Group axhibition at Durham Board or t:J:iucation Centfa {1996) including collaborati {Wallace and Rodaars) Small works at Lilsa's Velvet Elvlscaf,, {2001) Baghdad Museum e:.hlbition organized by the lris Group for 111$ and Friends. it& purpose \Vi\$ to creatQ- an e>~:pressive raccns\n.!Gtion of the artifac~ thal were looted or dsslroyad in Seghdad during the

recent coofllct and ta ra!se money to contribute tq humanitarian aid. Proceeds from sales revenue were shared between the artist and the Canadian Red Cross. Venues were VAC Clarington. Latcham Gallery Stoul!vllle. and Prupaller Centre to Toronto.

Woman In •.• IWD event$ 2005-2011 (Bowmanvi\le, O.hawa, Edmonton, Saranac lake NY. Minden, PeterboraUQh, Whitby) Summer Prcjacts- outdoor proj$ctlons of works by group members FlUID exhlbilion at Latcham Gallery, Sloul!vllla, 2007. FlUID 2 at Agn

Item: FIN-13-19

Attachment 13


NOTE: APPLICATION DEADLINE- OCTOBER 15t!!, 2013

Prior to completing this application form, please review the Partnership Grant Program Policy and ProcE~dure, and Instructions for Completing Statement ofEstimated Revenues &Expenditures located on the back page.

Completed applications with supporting documentation should be forwarded to:

City of Oshawa, f\ttention: Budget Services, 50 Centre St. S., Oshawa, ON L 1 H 3Z7 or by e-mail to [email protected] or by fax to (905) 436-3895.

The following are to be Included with this application: (a) A statement of the applicant's goals and objectives (b) Copy of the most recent (audited) Financial Statements (c) Copy of the minutes of the meetings where the Executive approved the application (d) Statement ofEstimated In-kind Se!Vices Form (if applicable) (e) Application Checklist

Send In-kind Services Form to: Laurie Jones, Supervisor ofEvents and Community Engagement, [email protected], (905) 436-3892 Note: Requests for 2014 In-kind Services must be received by the Supervisor of Events and Community Engagement by

September 20, 2013. Events staff will review and return ln·klnd Sa/Vices form to the applicant to include with their completed application.

Organization/Association

Name Telephone

Big Brothers Big Sisters of Oshawa-Whitby 905-579-2551 Address

70 Simcoe Street North City Province Postal Code

Oshawa Ontario L1G 482

Contact Information

*Email Address:Name Kelly Lloyd Telephone 905-579-2551

kelly [email protected]

• All communication will be viaPosition Executive Director email Any personal inf01mation in this application form is collected for the purpose of administering the City of Oshawa's Parlnership Grant process. Questions respecting the collection of personal information may be directed to Budget Serviqes at (905/ 436-3311 x2166.

Financial Assistance Requested

Note: Please attach In-kind Services Form if applying for in-kind services. If completing form online, total grants &In-kind services are formulated to calculate the ending balance once figures are entered below.

Current Year's Request (insert dollar figure) Prior Year's Receipt, if appficable (insert dollar figure) Grant (max. $5,000) $ 5,000.00 Grant $

In-kind Services: In-kind Services: 1. $ 1. $ 2. 2. 3. 3. 4. 4.

0.00 0.005. $ 5. $ ==~~ ====---

5,000.00 0.00Total Grants & In-kind Services $ Total Grants & In-kind Services $ ==~~ =~~-

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Which one of the following best describes your organization?

D For-profit Organization [!2] Registered Non-profit Organization 0 Other (please explain) Registration # 12400 8061 RR0001

Which one of the following statement best describes your intent to utilize the City's grant? (check all that apply).

D General operating expenses 0 Fund specific programs your organization provides 0 Purchase capital assets D Sponsorship for event being held in Oshawa 0 Ongoing operating expenses 0 Other (please explain)


DYes !!!No

Describe the purpose of the grant/in-kind services, what will the funding be used for? (300 words or Jess).

Big Brothers Big Sisters of Oshawa-Whitby would use the funding from the Partnership Grant Program to help increase the frequency and size of our group mentoring activities for our Big and Little Brothers and Sisters including those on the waiting Jist. This activity program enables Bigs and Littles to access free or low cost activities to attend on a monthly basis that allows them to meet other members, have fun and stay active. For children on the waiting list this program keeps them engaged and connected with the agency while waiting for their own Big Brothers or Sister. With a shortage of male volunteers right now we currently have 50 children waiting to be matched with 42 of those being boys and several of those boys have been waiting 1 ,2 and sometimes 3 years. Due to budget constraints in the past couple of years we have not had the funding to provide ongoing activities (as in the past) to our membership. With your support we will be able to get monthly activities back on track. Of our request $2500 would help to cover program expenses including volunteer screening, coordination, as well as the planning and implementing of activities. The remaining $2500 would go straight back into activities such as lazer tag, bowling, mini golf, movie nights, annual picnic and holiday party etc.


Big Brothers Big Sisters of Oshawa-Whitby is a registered charity that has been providing mentoring services to children and youth in need for over 44 years. Our Traditional Mentoring program matches children and youth aged 6-17 with an adult mentor for 2-4 hours a week for a minimum of one year. The In-School Mentoring program matches a volunteer with a child in grades 1-8 for one hour a week on school property during the school year. Big Bunch is a group program that provides fun activities for children and youth waiting to be matched in our Traditional program; this program helps to keep volunteers and children involved with the agency while we recruit and screen new potential "Bigs." The Big Bunch program is also open to those Bigs and Littles matched in the Traditional program. Big Bunch activities in the past have included laser tag, sports, games, movie nights, girls'/guys' nights, bowling, Halloween and Christmas.Part[es, annual picnics etc.

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~Oshawa 2014 P

report of the finance committee -...

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