Project Planning Grant

Provides funds and support for eligible organizations in planning their project to develop concepts and business case for the design and build phases

Deadline for grant applications is Wednesday March 25, 2020. Available funding in 2020 is limited.

Thorough planning will allow applicants to have a more detailed understanding of the requirements for the later phases for their proposed facility.

Funding

The Planning Grant will support work up to the end of concept phase and no further at up to 50% of eligible costs.

For projects on City land only: if Post-concept phase drawings or other documents are required to obtain City approval to proceed after Concept Phase, these may be included as part of a planning grant request but will only be funded at 33% of the eligible cost. You must provide proof that the post-concept phase documents have been required for these costs to be included as part of a planning grant request.

See Community Group Led Construction Projects Guide and Templates for definitions, detailed information about phases and expectations and templates that must be used for the mandatory documents.

Contact the Grants Office to be assigned a City Liaison if you do not currently have one.

Application Deadline

Complete and submit the online application with all required documents attached by 11:59pm on Wednesday, March 25, 2020. Late applications will not be accepted.

Project Costs

Generally a planning project should cost at least $50,000

The program will fund more than 1 planning grant for the same proposed facility

The planning grant supports the work done to prepare for the Design Phase

The grant also supports the development of a business case, feasibility studies, planning studies, public engagement plan, basic concept drawings and may include schematic drawings (detailed design or construction drawings are not eligible)

Project Authorization

Verification of board support

Confirmation the project aligns with the applicant’s and the City of Edmonton’s strategic goals and objectives

Verification that the proposed facility is an acceptable use for the zoning

Confirmation of landowner permission–documentation of property ownership by the applicant AND, if not owned by applicant, confirmation from owner the project is acceptable within the terms of the lease/license agreement and the applicant has permission to undertake the project

Required Documents

The following documents, including the Required Documents Verification form, must be submitted as attachments with your online application when applying for planning grant funding.

Organizational Documents

First Time Applicants Only

Constitutional documents (must be date stamped by Alberta Corporate Registries) including:
- Application for incorporation
- Articles of incorporation
- Memorandum of association
- Articles of association and bylaws

All Applicants

Any amendments to the Constitutional Documents not already submitted to the Grants Office (must be date stamped by Alberta Corporate Registries)
Most recent Proof of Filing of annual return OR Annual Return date stamped by Alberta Corporate Registries as having been filed
Required Documents Verification — Grant (signed off by applicant)

If your organization hasn't set up Electronic Funds Transfer (EFT) with the City of Edmonton or EFT information requires updating, please also complete the Electronic Funds Transfer (EFT) Form and send to the email address at the bottom of the form.

Project Documents

Project Budget Spreadsheet (only planning/design costs) indicating the percentage of recoverable GST for each line item
Quotes or estimates for all items and amounts listed on the Project Budget spreadsheet - must show if GST has been included, if estimate includes both concept (pre-design costs) and post concept/design costs (e.g. design drawings), the vendor/supplier (e.g. architect) must break out the costs for concept/pre-design phase work, and post concept/design work
Signed off Community Led Strategic Project Community Led Strategic Project Document
Proposed schedule for project and planning for phase of work
Project Committee Terms of Reference
Drawing or rendering of the proposed facility or park development showing the general shape and size and essence of the design
Cost Estimation Checklist
Public Engagement Plan
Activity Based Project Needs Assessment
Project on City Land - confirmation from your City Liaison that property is on City land
- Strategy Document from Community Group Led Construction Projects Guide
Project on private land - copy of Land Title verifying ownership by applicant or other non-City landlord

Approvals to Undertake Project

Organization minutes to confirm project has approval of the board
Confirmation the project aligns with strategic goals and objectives of applicant and how they align with those of the City of Edmonton

Project on City Land

The following documents will be considered as part of the evaluation of your project but will be provided by City staff:

City of Edmonton confirmation that the project is acceptable within the terms of the lease/license agreement — signed off lease/license agreement to be submitted as soon as received if not available at time of application
Signed off Strategy Phase Readiness Criteria & Handover Package

Project On Private Land

Proof the proposed facility is an acceptable use for zoning
Copy of Land Title verifying ownership
If property not owned by applicant - confirmation applicant has permission to undertake project such as a letter from the Landlord/Owner with sufficient information to indicate permission given for the work being proposed for support from the City of Edmonton through this grant program OR an excerpt from the lease/license confirming applicant is allowed to undertake the project
Something equivalent to the Strategy Phase Readiness Criteria & Handover Package from the CGLCPG (adjusted as required)

Financial Records

Annual audited (or reviewed) financial statements for most recent fiscal year with prior year’s information included for comparison OR signed copy of previous year’s financial statements and minimally must include the following two statements:
- Statement of Financial Position (Balance Sheet)
- Statement of Operations (Statement of Revenue and Expenses, Income Statement)
Bank or other Investment statements supporting the balances reflected on the Annual Statement of Financial Position–only required if annual statements not prepared by third party Chartered Professional Accountant (CPA) or if internally reviewed/audited
Bank reconciliation including outstanding cheques at the same period ending as the Annual Statement of Financial Position–only required if annual statements not prepared by third party CPA or if internally review/audited
Year to date financial statements
- Statement of Financial Position (Balance Sheet)–no older than end of February (current year)
- Statement of Operations (Statement of Revenue and Expenses, Income Statement)–no older than end of February (current year)
Bank or other investment statements supporting the balances reflected on the Year to Date Statement of Financial Position (Balance Sheet)
Bank reconciliation including outstanding cheques at the same period ending as the Year to Date Statement of Financial Position (Balance Sheet)

Title	Community Grants Office
Telephone	780-496-4933
Email	grants@edmonton.ca

Title

Community Grants Office

Telephone

780-496-4933

grants@edmonton.ca

Funding

Application Deadline

Project Requirements

Project Costs

Project Authorization

Application Documents

Required Documents

First Time Applicants Only

All Applicants

Project Documents

Approvals to Undertake Project

Project on City Land

Project On Private Land

Financial Records

Search for your Application

Grant Account ID

Grants Account Update

For More Information

Project Planning Grant

Funding

Application Deadline

Project Costs

Project Authorization

Required Documents

First Time Applicants Only

All Applicants

Project Documents

Approvals to Undertake Project

Project on City Land

Project On Private Land

Financial Records

Search for your Application

Grant Account ID

Grants Account Update

Related Links

Community Facility Partner Capital Grant Program

For More Information