APPLICATION FORM GUIDANCE NOTES
Please carefully read these notes before completing your application. The question numbers used refer to those on the application form. If you do not fully complete this form, we may have to return it to you so you can provide the missing information.
If you require assistance with the application process, please contact Tweed Forum on 01896 849723 or .
Please note, some questions in this application formhave a word limit (this varies). If you feel you must provide a longer answer, you can attach extra pages but please make it clear which question the extra information relates to.
You must not start your project before our grant is awarded. / FALLAGO ENVIRONMENT
FUND
MAIN GRANTS PROGRAMME
APPLICATION FORM
Please make sure you have the latest version of this form, check at .
This form must be completed electronically.
KEY INFORMATION
Whom do I contact for help?
Please contact Tweed Forum on 01896 849723 or .
How much can I apply for?
Our minimum project size is £1000 and, under our Main Grants programme,our maximum grant is £150,000 (a maximum of £50,000 per annum over 3 years).
What is the Aim of the Fund?
To enhance the quality of life for local communities and visitors to the Borders through investment in the protection, enhancement and appreciation of the natural, built and cultural heritage of the Scottish Borders environment.
What are our deadlines for completed applications?
1st September and 1st March.
Who can apply?
- community, voluntary, charitable groups or other relevant organisations. Applications from individuals will only be accepted under exceptional circumstances.
- projects which operate within the Scottish Borders local authority area or the parish of Gifford
- projects which contribute to the Aim of the Fund. It should be noted that applications that might be in conflict with the business interests of the two main funders may not receive support.
QUESTION 1
Please ensure that this is the main contact for the project – someone who can talk about it in detail and who will be available in the six weeks following the next deadline. You must let us know if they are away for any time during this period. Our focus will be on supporting appropriately constituted community and voluntary groups. However, there may be cases where the heritage asset and associated public benefits are sufficiently high to allow an individual to apply, please contact Tweed Forum to discuss. /
SECTION 1. About You and Your Organisation
1 / Title:First Name:
Surname:
Name of organisation:
Your position:
Correspondence Address:
Organisation Address (if different from above):
Phone:
Email:
Website:
2 / What main activities/service does your organisation provide?
3 / Where does your organisation work?
QUESTION 4
Your organisation doesn’t have to be a registered charity but if you are, please give us your Charity Number. / 4 / Your charity number (if applicable)
5 / If your organisation is VAT registered, please give your VAT registration number
QUESTION 6
We need these bank details to pay the grant. / 6 / Bank account name:
Account number:
QUESTION 7
A signed copy of your latest annual accounts must be included with your application, preferably electronically.
If your group has not yet completed one full year please provide a projection of income and expenditure for your first year of operation. Unrestricted reserves are general funds held by your organisation, unlike restricted reserves, which have been provided only for a particular purpose or project. Applicants with unrestricted cash reserves well in excess of the grant requested may be given low priority. / Sort code:
7 / Please provide the following details from your most recent accounts:
Total income / Total surplus/deficit / Current unrestricted reserves
£ / £ / £
8 / Why aren’t you using your reserves to pay for this project?
SECTION 2. Your Project
QUESTION 9Feasibility or scoping studies may be eligible if you can demonstrate that this is vital to the success of a larger project. The Fund managers recognise that some projects require development in order to reach a state whereby they can apply for funding. / 9 / Project title:
QUESTION 10
Please briefly state your project objectives. The Fund has an emphasis on capital projects that result in a long- term legacy. It should be noted that land purchases are not generally eligible items. / 10 / Project objectives:
QUESTION 11
Please give a start and end date for your project. Please note that new-start projects will be given higher priority than continuing projects. You must allow sufficient time for us to consider your application and remember that you must not start your project before our grant is awarded. / 11 / Project timetable:
12 / How will this project contribute to protecting, enhancing or raising appreciation of:
Natural heritage:
QUESTIONS 1213
The aim of the Fallago Environment Fund is “to enhance the quality of life for local communities and visitors to the Borders through investment in the protection, enhancement and appreciation of the natural, built and cultural heritage of the Scottish Borders environment”. You should outline here how your project aligns with the Fund’s aims. Our focus will be on community projects that involve local heritage. This can be in the widest sense - from tangible assets such as historic buildings and wildlife habitats to more intangible areas such as education and training.
Built heritage:
Cultural heritage:
13 / How will your project enhance the quality of life for local communities in and visitors to the Scottish Borders (and/or Gifford)?
14 / Who else might benefit from this project?
QUESTION 15
This is a key question; please answer carefully and fully. You should demonstrate the demand for the project and, where relevant, include evidence to back this up (e.g. visitor surveys, expert reports, community questionnaires etc.). / 15 / a) Why is this project required?
b) Why would this project not happen without funding from the Fallago Environment Fund?
16 / If we fund your project, how will you acknowledge our grant?
QUESTION 17
We will measure the success of your project against the outputs that you give here. For example, “500m of boardwalk, 4 interpretation panels created and 1 project leaflet” or “5 volunteer rangers trained and 15 wetlands created/enhanced”. / 17 / Please state your project’s outputs:
QUESTION 18
The degree of project management required will depend on the complexity of your project. If appropriate include details of key personnel and previousexperience of managing similar projects. / 18 / How will you manage your project?
QUESTION 19
Your project’s assets are any items of value owned and controlled by your organisation that have a useful life longer than a single accounting period. / 19 / Please describe how you plan to maintain the project’s assets beyond the lifetime of the grant:
QUESTION 20
If so, please give details on the status of any applications. / 20 / Does your project require planning permission or any other regulatory compliance/consent?
QUESTION 21
The Fund will only support work that is undertaken to benefit the natural, built and cultural heritage of the Scottish Borders local authority region and the community of Gifford (see website for maps). If the project is site-specific, please give an OS grid reference. / 21 / Please confirm the geographical area that will benefit from your project:
QUESTION 22
Please note that grants will not be eligible for goods or services purchased prior to the date of grant award. We can only pay out on VAT if you are not able to claim it back (i.e. if you are not VAT registered). If you can reclaim VAT, please enter your net costs, otherwise please enter your gross costs using the row titled “VAT”. Please note, for any given period in which you are applying for/have been awarded core funding from us, you cannot claim management fees here. If your project lasts more than one year, please give costs for each financial year. /
SECTION 3. Project Costs – Main Grants Programme
22 / Details of all direct project costs (excluding in-kind, see below):Item / Year 1 / Year 2 / Year 3 / Total Cost
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
VAT (if applicable) / £ / £ / £ / £
Total / £ / £ / £ / £
QUESTION 23
In-kind costs are non-cash costs, such as the value of donated land or volunteer workers. Volunteers working on the project will be valued in accordance with the Heritage Lottery Fund agreed rates of unskilled £50/day, skilled £150/day and professional £350/day. Please indicate the number of volunteer days and note that the rates relate to the work being done, not the skills of the person doing the work. In-kind costs can make up no more than 30% of the total project value. / 23 / Details of in-kind project costs:
Item / Year 1 / Year 2 / Year 3 / Total Cost
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
£ / £ / £ / £
Total / £ / £ / £ / £
QUESTION 24
This figure will be the sum of direct and in-kind project costs. Your project costs must be at least £1000 for your project to be eligible. In-kind costs can make up no more than 30% of the total project value. / 24 / Total project cost:
£
QUESTION 25
Projects with match funding in place will receive priority. Please indicate here if you plan to use funds from other organisations or if you will be contributing from your own funds. If the contribution is in-kind please provide brief details. Priority will be given to those applicants whose match funding is not exclusively from other local community windfarm funds. / 25 / Details of match funding:
Funder / Status / Amount / Cash / In-kind
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
AppliedPendingSecured / £
QUESTION 26
The total amount of grant requested cannot be more than 50% of total project cost and we will fund up to a maximum of £50,000 per annum. Please note that we will only fund up to a maximum of 3 years. In exceptional circumstances, we may increase these thresholds, please contact Tweed Forum to discuss.
26 / Amount of grant requested:
Year 1 / Year 2 / Year 3 / Total
£ / £ / £ / £
27 / How would you prefer your grant to be paid?
Quarterly
Biannually
Annually
QUESTION 27
Our grants are paid in arrears. For larger projects, or projects which might encounter cash flow difficulties, it may be appropriate to request quarterly or biannual grant payments.
28 / Will you earn money from this project?
No Yes (If yes, please provide details)
Details:
QUESTION 28
We will not usually support commercial projects that aim to make a profit; however, we will consider applications where, on balance, the project delivers exceptional value against the aims of the Fund, compared with any benefit derived by an individual.
29 / What will happen if we can’t award you this grant?
QUESTION 30
We will require full tendering for any capital works above £50,000, at least 3 competitive quotes for works between £10,000 and £50,000 and at least 2 competitive quotes for work under £10,000. If these thresholds are not possible or appropriate, please tell us why and how these costs represent value for money. / 30 / These costs are (tick all that apply):
Estimate Firm quotation Single tender
Standard cost
Please provide details if applicable:
SECTION 4. Declaration
QUESTION 31By signing here you are confirming that all the information submitted in respect of the grant is accurate at the time of submission. / 31 / Name:
Position in organisation:
Signature:
Date:
Data Protection: We will use the information you give us to assess your application and administer any grant we may award you. This information may also be used to analyse our own grant-making and for our own research purposes. We may also circulate this information to other parties for the purposes stated above.
CHECKLIST
This is a reminder of any documents you may need to send in support of your application. / Checklist
- A copy of your organisation’s constitution
- Project plan
- Specifications
- Most recent annual accounts (signed)
- Maps, plans, photos
- Job description for staff posts / annual work programme
- Business plan
- Annual report
- Copies of tender documentation or quotes
Please return completed forms
. If you cannot return the form by email, please contact us.
Please tell us how you heard about the Fallago Environment Fund
What happens next?
You will be notified of the Fund Management Group’s decision within 8 weeks of the most recent deadline.