Collaborative Applicants Policy

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Type: 
Investment
Document ID: 
POL-INV-04
Version: 
1.1
Approved By: 
Board of Directors
Date Approved: 
05/15/2001
Date Effective: 
07/01/2017
Date Revised: 
06/15/2017

1.0   RATIONALE

The Ontario Trillium Foundation (OTF) supports and encourages the efforts of groups to work together toward common goals.

OTF recognizes a spectrum of collaborative arrangements that support the work of organizations working together to produce good community outcomes.

OTF supports collaborations along the spectrum to promote its Priority Outcomes. However, OTF does not fund flow-through or trustee models where the trustee or incorporated organization is not contributing to the project in any significant way.

2.0   PURPOSE

OTF sets forth requirements and parameters to support effective collaboration in accordance with our eligibility criteria.

3.0   POLICY

3.1   Eligibility

OTF accepts applications from collaborative applicants that include a collaborative agreement, which details the working agreements of the collaborative members. A collaboration may include both eligible and ineligible organizations, but the lead organization must be an eligible organization.

The lead organization accepts responsibility for any approved grant to the collaborative applicant, signs the Grant Contract, assumes all responsibility and accountability with respect to that contract including fiscal accountability and all required reporting, and accepts OTF funding.

3.2   Emerging Governance Platforms (including Mentorship/Protégé Collaborations)

OTF considers Emerging Governance Platforms, including Mentorship/Protégé arrangements, to be an important part of the collaborative spectrum.

In order to maximize OTF’s impact, and to balance the accessibility to OTF funds and the accountability for their proper use and management, OTF funds Emerging Governance Platforms and Mentorship/Protégé collaborations that support OTF’s Priority Outcomes. These types of collaborations must have an agreement in place detailing their separate roles and responsibilities, and other working arrangements.

The Emerging Governance Platform or Mentorship organization acts as the lead organization and accepts responsibility for any approved grant to the collaborative, signs the Grant Contract, assumes all responsibility and accountability with respect to that contract including fiscal accountability and all required reporting, and accepts OTF funding.

4.0  DEFINITIONS

Collaboration: A mutually beneficial and well-defined relationship between community groups (various sectors, organizations or communities) coming together to achieve common goals. Characteristics include joint responsibility and accountability for success, and the sharing of resources and rewards.

Collaborative Applicants: Two or more organizations that jointly apply to achieve a common goal where there is mutual benefit, shared decision-making, and accountability to each other and to the communities they serve.

Collaborative Agreement: A written agreement, detailing the purpose and nature of the collaborative, signed by all members making a collaborative application for OTF funding.

Emerging Governance Platforms (including Mentorship/Protégé Collaborations): Arrangements by which an incorporated not-for-profit or registered charity or otherwise eligible organization provides support such as governance, administrative support, project mentoring, and financial accountability to unincorporated or low-capacity groups delivering programs, services, or projects that benefit the community.

Grant Contract: The legal agreement between the OTF and the grantee and any subsequent amendments.

Priority Outcomes: The tangible results OTF wants to have with its investments and will hold itself accountable for achieving.

5.0   KEY WORDS

Collaboration; Collaborative; Collaborative Agreement; Emerging Governance Platform; Mentoring/Protégé Collaborations

6.0   TARGET AUDIENCE(S)

Staff, Volunteers, Applicant organizations, Partners

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