Application Guidelines

Transcription

1 Application Guidelines If you have communication needs that make it difficult for you to send an application to the, please contact us.

2 Table of Contents About the 3 A brief history 3 What The does 3 Equality and Diversity 4 Who can apply? 4 Exclusions 4 What The is unlikely to support 5 Our programme areas 5-6 FAQ's 7-8 How To Apply 9 Writing your application 10 Your proposal document 10 Points to cover Reporting requirements 12 Checklist of information 13

3 About The A brief history of was established in 2004 and funded by endowment, following the transfer of membership rights from BCWA Healthcare to the HSA Group (now Simplyhealth). The is entirely independent and does not seek additional funding. You can find out more here. What the does is a charitable company established for the relief of sickness. The makes grants, gifts or loans for the relief of sickness to charitable organisations that have been established for at least two years and that are registered as charities in the United Kingdom. The generally supports smaller charities rather than large national charities that enjoy widespread support. The makes grants for charitable purposes across six programme areas: Palliative care Medical research Health education, awards and scholarship The direct relief of sickness Overseas work, for the relief of sickness, undertaken by UK registered charities The fulfilment of its charitable objects by other means We expect to receive more applications than we are able to fund. If you are thinking of making an application, please ensure that: Your organisation clearly meets the eligibility requirements The application falls within an area which the will support The application is clear and concise It is for funding where there are no non-charitable sources available The application demonstrates a clear need for assistance

4 Equality and Diversity The wishes its practice of supporting and encouraging equality and diversity to be matched in receiving organisations. We welcome applications for funding from all sections of the community. You will be asked to supply a copy of your equality and diversity policy if you apply for an award and may be asked to demonstrate compliance with these policies. Who can apply? Your organisation should be a UK registered charity with at least two years audited accounts. If you are a UK registered charity working overseas, looking for funding for an overseas project, you must demonstrate compliance with the Charity Commission guidance and all legal requirements for overseas work. The purpose for which you are applying must be charitable and for the public benefit. Your constitution must allow you to carry out the work you plan Exclusions (what the does not support) The will not accept applications for grants from: individuals overseas organisations applicants who have applied to us within the last 12 months. We will not accept applications for: Capital and refurbishment projects Arts and Music therapies. funding that directly replaces, or negatively affects, statutory funding work that has already taken place endowments community development ; any sport or recreation use. adventure or residential courses, respite holidays and excursions, expeditions, bursaries and overseas travel environmental, conservation or heritage causes. animal welfare sports and recreation

5 What the is unlikely to support There are categories of work or organisations that the is unlikely to fund, for example: large national charities that enjoy widespread support local organisations that are part of a wider network Items of equipment MAY be funded, but please contact the first if your proposal includes a request for equipment funding. Our programme areas what we are likely to support 1. Palliative Care Palliative care is defined by the World Health Organisation as: the active holistic care of patients with advanced, progressive Illness. Management of pain and other symptoms and provision of psychological, social and spiritual support is paramount. The goal of palliative care is the achievement of the best quality of life for patients and their families The will regard applications in this area as a priority for funding consideration. 2. Medical Research Proposals in this area of support must demonstrate a high probability of a positive clinical outcome. The objects of the include a provision for the dissemination and publication of the results of medical research wherever it is carried out. Priority will be given to research that aims to provide relief of sickness, hardship or distress, arising from age, ill-health or infirmity. 3. Health Education, awards and scholarship The is committed to the provision and improvement of medical education, knowledge and research. This programme is by its nature is wide and diverse and may include disease prevention, health education, health communication, public health and preventative medicine. The will consider scholarships, prizes and grants for people engaged in the field of healthcare or medicine. Applications MUST be made by the sponsoring organisation. The will always require contact with and reporting from the ultimate beneficiary of any award.

6 Our programme areas what we are likely to support 4. The direct relief of sickness The has been established with principal object of the relief of sickness. Applications in the area of funding are generally, but not exclusively, condition related. 5. Overseas funding for the relief of sickness The has established a good record of selection for overseas funding. We receive many more proposals in this area of funding that we can support. You will need to demonstrate compliance with Charity Commission guidance for UK charities working overseas and any legal requirements. 6. The fulfilment of our charitable objects by Other Means Occasionally, we may receive applications that do not neatly fit into one of the above programmes. Where it is clear to us that the proposal will help us achieve our charitable objectives, and would help those in need who are within our area of benefit, we will consider a proposal in this area of funding.

7 Frequently Asked Questions What sort of grants does the make? We will usually support project costs. Core costs are generally only considered for those organisations with whom the has a long relationship. Are grants made for more than one year? Grants are usually for one year but may occasionally be for more. Generally, we will not make grants for longer than three years. Thought should be given to how financial needs will be met at the end of our support. What happens if we have a query about eligibility? Please use our online eligibility checker at Which funding area do I choose? You will need to nominate which of the s six funding areas best fits your proposal. If you have any doubts about this please contact us. Making your work fit more than one programme will not increase your likelihood of receiving a grant, but let us know if your work genuinely fits more than one programme. When should we apply? We do not set deadlines for applications and you can apply for a grant at any time and should submit an application according to your needs. Our governing body usually meets four times a year to discuss grant applications. We do not publish the dates of the meetings of Council. What happens to our application when you receive it? 1. If you have provided an address or enclosed a stamped, self-addressed envelope we aim to send you an acknowledgement within 14 days. 2. If your proposal is ineligible you will be advised in the acknowledgement 3. We assess all eligible applications and may contact you for further information. 4. We aim to make decisions on most grants within four months. Please do not apply if the funding is required in < two months from the date of the application. 5. If a decision on your application is likely to take longer than this we will let you know, usually within four weeks of the receiving the application.

8 Frequently Asked Questions If we are successful in receiving an award how with this be paid? If you are awarded a grant you will be required to provide the information set out in our terms and conditions at clauses 1 and 2. No funds are released until the is in receipt of these documents. If your grant is for the purchase of equipment we will require you to provide a proof of order before the funds are released together with a receipted invoice for the equipment purchase within 3 months. If your grant relates to a staff appointment, funds will not be released until your offer of employment has been made and accepted and the has confirmation. If the funding is for an existing post you may be asked to provide a copy of the relevant contract of employment. Do we have to report on the award made? If you receive a grant, you will be asked for progress reports telling us how the work is progressing. Reporting is a key requirement. Your adherence to the s reporting requirements is essential and it is a condition of your award. You will receive full reporting guidelines when you are offered an award. Can we apply again? If you have had an application declined, you can apply again 12 months after you were advised that your application was unsuccessful. If this happens please check that your request meets our eligibility and funding requirements. If you have received funding in the past you may apply again, but further awards cannot be guaranteed. If you are currently funded by the and wish to apply for a grant to continue or develop this work, you should contact us at least six months before the end of the grant period. What documents can I download from the website? You can download the following documents from our website: Application Guidelines Application Coversheet An application checklist A list of funding exclusions Reporting Guidelines The s current Report and Accounts

9 How To Apply 1. Fill in the application cover sheet (downloadable from the website) The application cover sheet helps us to deal with your application quickly. It must be signed by an approved signatory of your charity. 2. Make an outline application At this point you can submit a short outline of your proposal to receive feedback before submitting a full proposal. The outline should be no more than one side of A4 giving broad information about the project / the beneficiaries / the cost / amount sought and timescales for funding and should if possible be submitted by to using Application Outline as the title. It should be supported by a completed cover sheet. Detailed information for a full application should be submitted in a proposal document once you have received feedback on your outline. 3. Write your proposal document Write your proposal document by following the Points to Cover on pages Enclose supplementary information There is a checklist of information to send us on page 13. You may also send other documents that you think are relevant to your application, although we will not be able to read large amounts of additional information. 5. Post it Make a copy of the entire application for your records and post the original to Grant Applications using the address on the right. PLEASE Do not fax or a full application to the : You may use to submit an outline application

10 Writing your application Your proposal document Please try to cover all the points set out below in your proposal document. Some points will be more relevant to you than others, but please address as many as you can. We generally expect an application for under 10,000 to be no more than two sides of A4. Points to cover 1. A brief description of your organisation This should include your aims, date established, size, structure, governing body, legal status, number of staff and volunteers, and the geographical area where you work. Tell us briefly about your organisation s track record and recent achievements. 2. What is the need for the work and how have you identified it? Why have you decided to do this work? Who have you consulted about your project/proposal? Will these works build on your previous activities? What are your links with other organisations doing similar work? Why do you think that the will support this need? 3. What will our funding support? Please summarise the work you want to do. What activities are planned? Where will they take place? How long will they take? When will they be completed? 4. How does the work meet the test of public benefit? Please clearly demonstrate how the work, for which you are seeking funding, provides public benefit as defined by the Charity Commission

11 Writing your application - continued 5. What do you want to achieve and who do you aim to reach? Please specify what the anticipated outcome of the work will be. What specific differences will the work make? Who are the expected beneficiaries, how many and who they are, for example their ethnic origin, age, gender and whether they have any disabilities. What will make this work a success? 6. If you work abroad you must provide evidence of your compliance with the Charity Commission guidance for UK charities operating overseas and any relevant legislation. 7. How does the work match the objects of? Please tell us how your application will help the to achieve its objects. 8. How will you attract and involve the people who you aim to benefit? 9. Who will do the work and how will it be supervised and managed? 10. How will you evaluate whether your work achieved what it set out to do? Please explain how you will monitor and assess the progress and impact of the work against the original aim. 11. What plans, if any, do you have to share the results of your work? How will others benefit from your learning? The expects to receive notification and copies of all publications and posters arising from the work funded by it. 12. How will you continue the work after our grant has ended and how is it to be funded? If you have no plans to continue the work, please tell us how it will be wound down.

12 Writing your application - continued 13. Please provide us with the following financial information: (a) An income and expenditure budget for the proposed work. This must show: the categorised costs of carrying out the work you are proposing for each year, clearly showing the funding you are requesting from us any income already secured towards these costs or expected from other sources. Tell us what these sources are other income still to be raised and from where you plan to raise it. (b) Are you applying elsewhere for the same funding? please provide details. If so, (c) The current year s summary income and expenditure budget for the organisation as a whole together with the planned budget for the next financial period. If your application is for more than one year, please provide summary budgets for each year if this is possible. (d) Your most recent annual report. e) Your most recent full accounts (if not for your last financial year, please let us know when these will be available). (f) If your organisation has recently operated at a deficit please tell us your plans for the future, how you plan to deal with the deficit, and over what period. A full set of our reporting criteria can be downloaded from our website at You will receive a copy of the reporting requirements if your application is successful.

13 Checklist of information to send us We aim to let you know as quickly as possible whether your application has been successful. If you have not answered all of the questions and enclosed all of the requested information, it may take longer to deal with your application. Please use this checklist to make sure you have included the following for a full application: A fully completed application cover sheet A proposal document covering all the points (pages 10 12) An income and expenditure budget for the proposed work The current year s summary income and expenditure report for the organisation Your most recent annual report Your most recent full accounts Equality and diversity policy. A copy of your compliance for working overseas (if relevant) Your policy for working with vulnerable adults or children and young people (if required) An S.A.E. or main contact address for our acknowledgement.