Maximize Provincial and
Federal Funding
Presented by Mike Janke
Agenda
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About Us
Survey Results from Last MFOA Webinar
Funding Industry Overview
Federal Budget
Internal Grant Management Process & Strategy Development
Top Funding Programs for Municipalities
About FairTax
FairTax is a Canadian-owned professional services firm focused on obtaining
Canadian government funding in the form of grants and incentives.
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Over 130 professional staff and offices across Canada
Recovered in excess of $1 billion since inception
Grants & incentives services & sales tax recovery services
Acquired Onager Solutions, a leading grants and incentives firm
Extensive program and tax knowledge across every jurisdiction in Canada
We have worked with more than 200 municipalities completing sales tax
recovery work along with grants & incentives.
What Does It Take To Make A Successful Grant?
Time
Knowledge
Top Barriers to Receiving Funding
Lack of visibility into funding programs
Lack of proactive project planning and grant strategy
Lack of staff time
Lack of knowledge
Lack of qualifying projects
Source: 2016 MFOA Webinar
Survey Results
Municipal Revenue Options
User Fees
Property Taxes
Income and Sales Taxes
Federal & Provincial Transfers (Grants & Incentives)
Private
Water
Sewers/Garbage
Transit
Public
Police
Fire
Local Parks
Redistributive
Social Assistance
Social Housing
Spillovers
Roads/Transit
Culture
Social
Assistance
User
Fees
Property
Tax
Income
Tax
Intergovernmental
Transfers
Why Do Grants Exist?
Your Municipality’s Direct
Investment
Your Taxpayer's Benefits Received
Example: Their road needs are fulfilled
Spillover Benefits Received by
others within Ontario.
Example: Other Ontarians using roads/bridges
within the municipality
What Activities are Typically Funded?
Tourism
Roads / Bridges
/ Infrastructure
Parks &
Recreation
Libraries
Economic
Development
Museums
Planning
Expenditures / investments where benefits accrue to individuals outside of your municipality.
Overview of Funding Industry
 Competition for funding is increasing
 Typically the requested dollars are more than double the amount
available
 Funding authorities are requiring more supporting documentation to make
decisions
 A comprehensive strategy is becoming more important to optimize funding
2016 Federal Budget – Infrastructure Plan (Phase 1)
Internal Grant Management Process
& Strategy Development
Strategic Alignment
Federal/Provincial
Budget (Policies,
Priorities)
Awareness: Maintain up-to-date grant
program information
Submission
Outcome
Grant
Management
Process
Program Creation
Research: Staff time to read and
investigate new opportunities
Project Correlation: Determine project
match with available program
opportunities
Application
Development &
Submission
Company &
Project Eligibility
Application Development &
Submission: Preparation of application
and supplementary materials
3 Keys to Success
Program Research: Maintain ongoing visibility into the
over 4,000 funding programs and track changing funding
levels
Program Selection: Ensure your project meets the program
objectives and match the right project to the program. Its
competitive and only the best projects are funded
Grant Writing: Hone your skills!! Completing the
necessary documents successfully is an art. Requirements
and definitions of terms vary dramatically across programs.
Understand and match the language of the funder.
Southwestern/Eastern Ontario Development Fund
Overview:
Program supports businesses, municipalities and Not-For-Profit for economic development in
Southwestern Ontario in projects that create jobs, encourage innovation, collaboration,
cluster development and attract private sector investment. Project must invest more than $100,000, have
private sector support and be used for activities that are new to the organization.
Funding:
• Up to 50% of eligible costs to a maximum of $1.5 million
Eligible Applicants:
• Businesses, municipalities and Not-For-Profit organizations
• Advanced manufacturing
• Life sciences
• Information Technology
• Tourism and cultural industries
Eligible Activities:
• Projects that target investment attraction and job creation
Ontario Community Infrastructure Fund (OCIF)
Funding: Up to 90% of total project costs up to a maximum of $2 million over life of program
Eligible Applicants: Municipalities that have a population of less than 100,000
Eligible Projects:
• Roads
• Bridges
• Water & Wastewater
Eligible Costs:
• Environmental assessment costs
• Design/engineering costs
• Project management costs
• Materials
• Construction
• Contingency costs
Deadline: October 21, 2016
OCIF Analysis: Approved Applications by Project Type
WASTEWATER
24%
WATER
31%
ROADS
25%
BRIDGES
20%
Connecting Links
Overview:
Program will provide $20 million in 2016-17 to help municipalities repair roadways and
bridges that connect two ends of a provincial highway through a community or to a border
crossing.
Funding:
• Up to 90% of eligible costs to a maximum of $3 million
Eligible Activities:
• Design, construction, renewal, rehabilitation and replacement of connecting link
infrastructure
Deadline: October 21, 2016
Clean Water and Wastewater Fund
Overview:
Federal program designed to accelerate short-term community investments, while supporting the
rehabilitation and modernization of drinking water, wastewater and stormwater infrastructure.
Funding:
• Up to 75% of a project’s total eligible costs up to a noted maximum allocated amount within their
CWWF Letter of Allocation
Eligible Activities: Funding is retroactive to April 1, 2016.
• New construction/rehabilitation of a wastewater treatment asset
• Feasibility studies on water treatment system optimization
Eligible Expenses:
• Environmental assessment costs, engineering costs, project management, materials, construction,
contingency costs
Deadline: October 31, 2016
Ontario Trillium Foundation
Eligible Applicants:
• Municipalities with a population of less than 20,000
Project Examples:
• Sports Programming (soccer fields, trails, arenas, splash pads)
• Environmental (species at risk etc.)
• Capital Grants (historic buildings, youth Programming)
• Knowledge Sharing (studies, planning etc.)
Funding:
Seed Grants - $75,000
Registration deadline: December 7,
2016
Application deadline: January 4, 2017
Grow Grants - $250,000
Registration deadline: November 16,
2016
Application deadline: December 14,
2016
Capital Grants - $500,000
Application deadline: September 14, 2016
Collective Impact Grants - $500,000
Ongoing
Youth Grants - $250,000
Expression of Interest deadline: September 28,
2016
Application deadline: January 11, 2017
Celebrate Ontario 2017
Special Event Strategy - $50,000 | $100,000 | $300,000
Eligible Activities:
• An existing event looking to grow by adding additional entertainment or
programming
• Could be first year for the event, but stronger application with an established
event and a proven track record for attracting tourists
Eligible Expenses:
• Entertainment, security, website development, fencing, rental equipment, etc.
Deadline: November 8, 2016
Green Municipal Fund
Overview:
Program provides funding and knowledge services to support sustainable communities
and aims to improve impact of climate change.
Funding:
• Up to 80% of eligible expenditures in grants, loans or mix
Eligible Activities:
• Plans
• Feasible studies, pilot projects that are focused on brownfields, water, waste, energy or
greenhouse gas
Eligible Expenses:
• Permits, acquisition of documents
• Capital expenditures
• Professional or technical fees
New Building Canada Fund
Overview:
$14 billion fund supports projects of national, regional and local significance that promote economic
growth, job creation and productivity.
National Infrastructure Component (NIC): CURRENTLY CLOSED
• Highways, major roads, public transit, rail infrastructure, airports, intelligent transportation systems
(ITS), disaster mitigation infrastructure
• Threshold for a minimum project size of $100 Million
Provincial-Territorial Infrastructure Component (PTIC):
National and Regional Projects & Small Communities Fund
• Highways, roads, public transit infrastructure, wastewater, innovation, drinking water, recreation,
culture, tourism, green energy, connectivity and broadband, ferry services & more
Funding:
• Maximum contribution from all sources will be up to 1/3 of total eligible costs of project
• Up to 50% of eligible project cost
Funding Programs for Municipalities
October 21 – Connecting Links
October 21 – OCIF
October 31 – Clan Water & Wastewater
November 8 – Celebrate Ontario
November 16 – Ontario Trillium Foundation – Trillium Grow
Staff Time
Staff Time
Capacity
Time/Effort
Required
Oct.
Nov.
Dec.
Jan.
Questions
Contact Information
Mike Janke, Vice President
FairTax Grants & Incentives Inc.
Cell: 705-344-3995
Office: 705-328-9704 ext. 309