Any documents requiring a signature must be signed by one or more authorized MakeWay signatories:

• Signing authority based on new certificates:
  • Please refer to the signing flowchart: https://makeway.box.com/s/ffjr21ko0ty8ggseqt7xinzaxxe6ywa5

Please refer to the signing flowchart: https://makeway.box.com/s/ffjr21ko0ty8ggseqt7xinzaxxe6ywa5

• At the Project Specialist and/or Finance Advisor discretion: Proposals that include new, high-risk activities
• At the Project Specialist and/or Finance Advisor discretion:  Any proposal or report describing activities or risks with which the project specialist is unfamiliar or would like additional mentorship 

For documents in foreign currency, we determined a standard recommended for assessing which signing threshold is applicable when amounts are noted in foreign currency, based on the average conversion rates from the Bank of Canada. (to be revisited on an annual basis)

• Value Under 73,329 USD, EUR, or GBP to be signed by a signing authority with authorization to sign up to $99,999.99 CAD (or those with authorization to sign any greater amount)
• Value of 73,330 - 219,989 USD, EUR, or GBP to adhere to the requirements of the MW signing certificate process for documents valued at $100K-299,999.99 CAD
• Value of 219,990 USD, EUR, or GBP and above to adhere to the requirements of the MW signing certificate process for documents valued at $300,000 CAD or greater.

When to use the Agreement Letter Summary Template

• Agreement letter summary documents are also referred to by other names, e.g., review table. Please do not refer to the summary document as the agreement itself. This causes confusion for coordinators.
• Even though it’s often called the grant agreement letter summary, it is also required for any revenue type in which information needs to be communicated to the coordinator, finance lead, and/or project e.g., sponsorship agreements, fee-for-service agreements
• The most recent template can be found here: https://makeway.box.com/s/a66xtqzlrnur8bjtjsnsesp7rdes0bg3

When to use Signing Notes

• Signing notes can also be considered as reviewer notes. They should be provided for any document going to a signing authority, even if no signature is reviewed.
• The signing notes are also included at the bottom of the grant agreement summary template for instances where both must be completed
• Complete as many fields as possible and be specific, e.g., write out the project name, not just the number; don’t write ASAP for the deadline unless it is urgent