Legacy Community Hydro Electric Systems Transfers (C.H.E.S.T.) Fund Grant Application

Application Deadline & Submission Requirements

Deadline: All applications must be submitted electronically by 4:30 p.m. on October 31 (annually). Late submissions will not be considered.

Please note: The application form cannot be saved while in progress; therefore, applicants are advised to read through the entire form and ensure they have all   necessary information before beginning.

Applications must be submitted using the Legacy Community Hydro Electric Systems Transfers (C.H.E.S.T.) Fund Grant Application Form. Submissions in any other format will not be accepted unless prior written approval has been received from staff.

Before you apply:
Applicants are required to review Policy CP2025-002 Legacy Community Hydro Electric Systems Transfer (C.H.E.S.T.) Fund Grant Policy prior to completing their application.

Required Information: Applications that do not include all of the following documentation will not be considered for funding:

• Budget for the upcoming year
• Financial statement for the previous year (Note: For funding requests over $25,000, the statement must be audited or accountant-reviewed)
• Year-to-date financial statement
• Statement disclosing all assets, trust and reserve funds, any anticipated year-end surplus
• Current operating budget (If the application involves a partnership, include the operating budgets for all partner organizations)
• If the project involves changes to a building, include proof of ownership
• If project costs are based on a third-party report, include a copy of the report
• Provide two (2) or more quotes/estimates for each component of the project. If fewer than two quotes are available, a written explanation is required
• A list of the current Board of Directors, including full names, positions, addresses, and telephone numbers.
• Three (3) references from individuals outside your organization who are familiar with your work
• If this is a partnership application, include a signed Dispute Resolution Protocol from all partners
• A detailed work plan outlining project activities, timelines, approvals, and responsible parties. Template available below.
• A detailed budget for the project, including all revenue and expenses. Template available below.

For questions regarding completing the Legacy C.H.E.S.T. Fund or the application process contact:
Executive Assistant, Community Services
Telephone: 705-324-9411 extension 1300
E-mail: ldonnelly@kawarthalakes.ca

Section 1: Applicant Information

Section 2: Project Information

Please provide a grant application work plan. List all activities, approvals, licenses, or permits required, expected completion dates for each activity, and who is responsible for each task. You may type the information directly into the field below or upload your completed work plan in the next section. A template is available for download on our website here: [Grant Application Work Plan]. If you choose to type your work plan, please do so in the field below. If you choose to upload a work plan, please do so in the subsequent field.

Section 3: Financing the Project

Please provide the following information regarding your grant application budget:

Please list all revenue or funding sources, the amount requested from each source, and relevant details or conditions relating to the funding. You may type the information directly into the field below or upload a completed budget in the next section. A budget template is available on our website here: [Grant Application Budget]. If you choose to type your grant application budget, please do so in the field below. If you choose to upload a grant application budget, please do so in the subsequent field.

Note: H.S.T. is not an eligible expense and should not be included in your funding summary.

Wherever practicable, grant applications must include a detailed breakdown and prioritization of component costs—especially for applications that include multiple smaller projects. This prioritization will assist the Legacy C.H.E.S.T. Fund Grant Committee in making funding decisions and will serve as a guideline in cases where only partial funding can be awarded. Please ensure each project component is clearly itemized, with associated costs and its relative priority (e.g., high, medium, low).

Please attach the following documents:

Section 4: Grant Criteria and Conditions

• Any additional tax burden on the residents of the geographic area where the funds are to be expended and/or any other part of the municipality must be clearly identified (In the case of the Bobcaygeon C.H.E.S.T. Fund “NO” additional tax burden will be accepted).
  
  
• If applicants are partnering with other funding opportunities (not municipal tax levy) to leverage funds those funds must not be used to offset the pre-existing or future operating or capital obligation of any organization. Applicants must also demonstrate that all funding will be in place the same years as the Legacy C.H.E.S.T. Fund award prior to funds being released.
  
  
• Use the funds only for the approved project. Any misuse or project cancellation requires full repayment (including interest, if applicable). If a change is required from what was requested within the original application a request must be submitted to the Committee for approval.

• All funding must be used within the calendar year it is awarded unless an alternate timeline is approved during the application process. Any unused or surplus funds (including any interest earned, if applicable), upon project completion must be outlined in your post project report and returned to the City to deposit in the respective reserve fund.

• Immediately notify the City if the organization disbands or ceases operations, and return any funds as outlined above.

• Submit a Post-Project Financial Report, including proof of spending and project results within 60 days of completion for events and by completion and no later than year-end for major projects. Any project not completed as approved, or any unresolved discrepancies, may affect future funding eligibility and result in a request to return the funds to the City.

• Organizations receiving funding must acknowledge the Legacy CHEST Fund in promotional materials, websites, public announcements, events and display the Legacy C.H.E.S.T. Fund logo in a prominent location or on funded assets.

• Remain in good financial standing with the City of Kawartha Lakes, and demonstrate sound financial management within your organization.

We certify to the best of our knowledge that the information provided in this municipal grant request is accurate and complete and is endorsed by the Organization we represent. If our Organization receives a municipal grant we agree to the conditions set out above and to any other conditions approved by Council.

Personal information contained on this Form is collected in pursuant to the Municipal Act 2001 and will be used for the purpose of responding to your request. Questions about the collection of this information should be directed to the City Clerk or Deputy-Clerk at 705-324-9411 Extension 1295 or 1322.