Grants:PEG/Example agreements
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Purpose and background
[edit]These grant agreement examples are provided for information only. They are not intended for use with any specific project or grant, and may not be suitable for the needs of other projects or organizations. These examples do no constitute a grant offer or legal advice. If you receive a grant offer from the Wikimedia Foundation, Wikimedia Foundation will contact you at that time to provide an appropriate grant agreement specific to your project and your organization. While these examples are updated regularly, minor changes do sometimes occur. If you have concerns, you may need to contact the WMF Grants Administrator for the most current version of this example.
These documents are used by WMF to make project-specific grants, usually awarded through the Project and Event grants process. They are intended for international use. These agreements are significantly different from the agreements used by WMF to make general support grants or travel reimbursements. They outline specific project goals and activities in an Appendix, and grantees are required to stick to their budgets and report or request permission for any significant changes to their budgets. Reporting and payment schedules are defined more generally in these agreements in order to allow for more flexibility in the grantmaking process. Therefore, your program officer or grants administrator will work with you to define these details more specifically at the time your grant is processed.
Since these grants are awarded through the Project and Event grants process, they share a lot in common:
- They all require grantees to use funds for charitable and educational activities, and they all prohibit using funds for lobbying, support of political candidates or campaigns, voter registration drives, or other propaganda.
- They all name a grantee, a grant amount, a grant term and an effective date and they all outline the specific purposes of the grant in an appendix. Grantees need to use grant funds for the purposes described and are required to report financial variances of 20% or greater (or any other threshold defined by WMF) to WMF.
- They all require you to submit a final report to WMF 60 days after the conclusion of the grant term, to submit interim reports as requested by WMF and to maintain accurate and detailed records about your use of the grant money (for 4 years after the conclusion of the grants term).
- They all require return of excess funds within 60 days of the conclusion of the grant term.
- They all give WMF and the grantee flexibility to set a payment schedule in one or more installments.
At the same time, individuals, groups, organizations, and fiscal sponsors may need to use different types of grant agreements even if they are awarded grants through the same program or process. Responsibilities may be different for groups, organizations and individuals. Here is a table outlining the key differences between the four types of project grants: project grants to individuals, project grants to groups, project grants to organizations, fiscal sponsorships.
| Key difference | Project grants to individuals | Project grants to groups | Project grants to organizations | Fiscal sponsorships |
| Re-granting permitted | No | Yes | Yes | Only to the grantee |
| Separate bookkeeping account required | No | No | Yes | Yes |
| Joint account required | No | Yes | No | No |
| Changes to leadership (board, staff, key personnel) | No | Yes | Yes | Yes |
| Changes to individuals with access to grant funds | Yes | Yes | Yes | Yes |
| Potential or actual legal or regulatory actions related to the grant | Yes | Yes | Yes | Yes |
| Potential or actual legal or regulatory actions related to the grantee | No | Yes | Yes | Yes |