Government Funding Reporting

Each month, we must include in our reports to the BC ORL if MakeWay Charitable Society or MakeWay Foundation has received any funding during the last 12 months from any government, government agency or Provincial entity (Canadian or foreign government, including any municipal, provincial, territorial, regional or state government).

Similarly, if either organization has requested any such funding during the last 12 months, we must also provide this information.

These requirements apply to MakeWay Charitable Society and MakeWay Foundation, as both organizations have registered lobbyists in the province of BC.

Government funding means money made available to the organization, for which goods or services are not provided in return, or for which repayment is not required. You must declare the organization’s funding such as government grants and non-repayable contributions. You do not need to declare repayable contributions, loans, loan guarantees, tax credits, remission orders and procurement contracts received by the client from any level of government. For more information, see Government Funding Guidance or FAQs.

Salesforce Reports

  1. Between the 1st and the 7th of each month, open the following Salesforce reports (one at a time), which are saved in the Society Org Share reports folder:
    1. Govt Requested Society
    2. Govt Payments Society
    3. Govt Requested Foundation
    4. Govt Payments Foundations
  1. On each report, edit the date field filter to capture any funding requested or received since the previous month's reporting. E.g. If you are submitting the reports for May lobbying, the date range will be May 1 to May 30 because the previous month only reported up until the end of April.
  • On the Requested reports, the date field filter will be called Proposal Submission Date.
  • On the Payment reports, the date field filter will be called Payment Date.
  1. Hit Save and Run

Lobbyists Registry

  1. Login to the BC Lobbyists Registry
  2. MakeWay Charitable Society and MakeWay Foundation each have separate registration areas in the portal. Click on whichever registration you want to complete first.

Remove or Edit Old Requested or Received Funding

  1. Each month, the ORL system flags anything that falls outside of the previous 12-month period. Before removing the entry, confirm whether you should be removing the entire entry or just editing either the Received or Requested column.
  2. To edit an existing entry, click the circle next to the entry, scroll down and click Edit Selected or Remove Selected.

Add New Requested or Received Funding

  1. If the funding requested or received is from a BC government, government agency, or provincial entity, select the correct name from the drop-down menu.
  2. If the funding requested or received is from another government institution or entity, add it in the "or other government institution" field. For provincial ministries, please start the name with "Government of X" followed by the ministry name.

For Canada Summer Jobs (CSJ), there will be many received and requested payments. In order to distinguish between these, it is recommended to enter as "Employment and Social Development Canada - Funder Reference Number".

Received Funding

  1. Indicate whether the organization received funding from the indicated government agency or institution in the last 12 months.
  2. Indicate the amount of funding received.
    1. If the funds were paid in one installment, simply enter the amount of that payment.
    2. If the funds were paid in installments and at least one of the installments fell within the last 12 months, enter the full amount.
  1. If the funding was received in one lump sum, enter the payment date in the Start Date and End Date fields.
  2. If the funding is to be paid in installments, enter the date of the first payment in the Start Date field and the date of the last expected payment in the End Date field.

This is a good time to make sure that scheduled dates look correct in Salesforce. You can chatter the coordinator or project specialist if something looks off.  

Requested Funding

  1. Indicate whether the organization requested funding from the indicated government agency or institution in the last 12 months. If the answer is No, click the Add to List button to save the record.
  1. If the answer is Yes, enter the amount of funding requested in the last 12 months as shown in the Original Proposed Amount column of the Govt Requested report. NOTE: For LOIs entered with a $1 value, do not enter as requested funding until a full proposal is submitted and the actual request amount is known.
  2. Enter the Date of Request as shown in the Proposal Submission Date column of the Govt Requested report.
  3. Click Add to List to save the record.