Guidelines: Operating Grant Program Interim Report
Deadline: March 1, 2021, 4:30pm MT
Download the Interim Report Guidelines as a PDF
Calgary Arts Development is adjusting the Operating Grant interim reporting deadline in order to better meet external reporting to our stakeholders. Interim reports will be due one month earlier than originally published.
Due to the shortened time frame between receiving the Operating Grant Increase and the reporting deadlines, as well as the impacts of COVID-19 to programming, the reporting requirements for 2021 are adjusted. Reporting requirements for 2022 have also been adjusted, and may shift over the upcoming year in response to sectoral needs.
Interim reports are reviewed by staff for completeness, accuracy, and risk according to the Fair Notice Policy.
Once the interim report is approved, the Operating Grant funds will be issued starting in March, pending receipt of funding from The City of Calgary. Please note that there are 167 organizations in the Operating Grant Program, and timelines for staff review and follow-up will vary.
Please review the Investment Program FAQ for information about frequent causes for follow-ups, definitions, and more.
- One-Page Organizational Update: Please provide a high-level update on how your organization is doing including any significant achievements or challenges to your operations, artistic vibrancy, and/or community connections in the past year.
- Financial Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Statistical Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Programming Form (Standard CADA template) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Financial Statements: Must include a statement of operations and balance sheet for the last completed fiscal year. Unaudited statements must be signed by two board members not involved in their creation.
- Contact Information: Updated contact information for primary and secondary organizational contact.
- List of Board Members (Optional)
- Organizational Structure (Optional)
- Mandatory participation in equity, diversity, inclusion, and accessibility surveys.
- Optional participation in other surveys, research, and peer-to-peer learning opportunities.
Organizations who received an assessor flag or financial flag in 2020 will be contacted by Calgary Arts Development staff with instructions on providing an update on the flag. This update may be requested in writing or through an in-person meeting, and is required before funds can be released. The Fair Notice Policy has been updated for 2021 through to 2022.
Category A, B, C (As identified in 2020)
- Describe two successes (artistic, community, or capacity) in the past year.
- Describe two challenges (artistic, community, or capacity) in the past year.
- Financial Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Statistical Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Programming Form (Standard CADA template) for the last completed fiscal year (actuals) and current fiscal year (projections).
- Financial Statements: Must include a statement of operations and balance sheet for the last completed fiscal year. Unaudited statements must be signed by two board members not involved in their creation.
- Contact Information: Updated contact information for primary and secondary organizational contact.
- List of Board Members (Optional)
- Organizational Structure (Optional)
- Mandatory participation in equity, diversity, inclusion, and accessibility surveys.
- Optional participation in other surveys, research, and peer-to-peer learning opportunities.
Category D, E, F, G (As identified in 2020)
- Describe one artistic success, one community success, and one organizational capacity success in the past year.
- Describe three challenges (artistic, community, or capacity) in the past year.
- Describe your primary aspiration for the upcoming year.
- Financial Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals), current fiscal year (projections), and upcoming fiscal year (projections)
- Statistical Form (Standard CADA template or CADAC) for the last completed fiscal year (actuals) and current fiscal year (projections), and upcoming fiscal year (projections)
- Programming Form (Standard CADA template) for the last completed fiscal year (actuals) and current fiscal year (projections)
- Financial Statements: Must include a statement of operations and balance sheet for the last completed fiscal year. Unaudited statements must be signed by two board members not involved in their creation.
- Contact Information: Updated contact information for primary and secondary organizational contact.
- List of Board Members (Optional)
- Organizational Structure (Optional)
- Mandatory participation in equity, diversity, inclusion, and accessibility surveys.
- Optional participation in other surveys, research, and peer-to-peer learning opportunities.
Please contact grants@calgaryartsdevelopment.com with any questions about reporting requirements.
