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POLICY STATEMENT District of Maple Ridge Title: Financial Support Process Policy No : 5.49 Supersedes No. NEW Authority: Council Approval: March 25, 2003 Effective Date: March 26, 2003
Policy Statement: Requests for financial assistance will be directed to the appropriate operating department for evaluation against existing applicable policies using the attached decision
trees. The results of these evaluations will be presented to Council as part of the regular business planning process. Purpose: Requests for financial support should be evaluated using
a standard process to ensure the best use is made of available budget dollars earmarked for such community support. Definitions: Grant: Temporary assistance provided to an organization,
to be reviewed annually. Fee for Service Agreement: An agreement between the municipality and an organization the specifies what the organization will accomplish in return for the financial
support it receives.
Request for Financial Assistance Request is evaluated to determine the type of assistance requested. Request of Support of a Festival Request for Exemption from Taxes Request for Ongoing
Operational Funding Request for Grant/Donation Request is the Result of the Impact of Downloading Approved Denied Does the request qualify for consideration under another category?
No Request Denied Yes Proceed to Appropriate Category Review Applicable policy Exemption Approved Request for Exemption Denied Does the request qualify for consideration under another
category? No Request Denied Yes Proceed to Appropriate Category Refer the request to the most appropriate operating department for review & evaluation * Present to Council as part of
the Business Planning Process Refer to the Grants & Donation Policy Refer the request to the most appropriate operating department for review & evaluation * * Requests for funding would
be evaluated according to the attached decision tree. Present to Council as part of the Business Planning Process Refer to P&LS Commission For review under applicable Policy Appendix
A
Receive Request If the Municipality has a legal obligation If Request for Municipal resources at a net cost to the Municipality or if it is proposed that the District initiate a service
not previously provided. If simple business arrangement for the use of Surplus Municipal Resources Negotiate Agreement Establish Best Terms Identify source of funding Sign & Monitor
Agreement Present to Council Establish if the request fits with Council’s strategic plan. If so ensure competitive process in undertaken in accordance with policy Select the request
with the best strategic fit Negotiate Agreement Identify source of funding Sign & Monitor Agreement Present to Council Establish Need Establish that proposal in within Municipal Mandate
Ensure no duplication Prove that Municipal Resources are required Identify source of funding Determine if the proposed service is a greater priority than other unfunded services Verify
that proposed partner has required qualifications and if a competitive process is necessary. Proceed with the process & select the most appropriate partner. ** Sign & Monitor Agreement
Present to Council Negotiate Final Agreement ** Refer to policy on leasing & fee for service agreements. Appendix B