The Co-operative Foundation Community Support Programme Application Form – HELP NOTES Introduction These help notes are designed to help you to answer some of the questions on the application form. Please read through the questions on the application form, guidelines and these help notes thoroughly before filling in the form. If you have any queries or need any further help please contact: The Charity Manager The Co-operative Foundation 6th Floor New Century House Corporation Street Manchester M60 4ES Tel: 0161 246 3044 email: foundation@co-operative.coop Some points to consider: • • • • • • • • • Refer to these help notes as you fill in the form. Write clearly in black ink or type the application form. Please ensure you complete every question in each section. The questions are designed to provide information on which your application will be assessed. There will not be a note for every question on the application form, only for those where we think an explanation will help you to answer. If there is no help note for a particular question and you need some guidance, please call the Foundation office. Be brief when answering the questions and only use the space allocated – do not continue your answers on a separate sheet. We do not expect you to give lengthy, detailed information, but a summary. If we need further information about your application we will contact you. If you make an error on the form, please ensure the correct information is visible and legible. As we need to photocopy the completed applications, please do not staple, bind, seal, laminate or present your application in a folder. Please use paper clips only to keep your application and supporting documentation together. Please do not stick typed panels onto the form – do not staple the form. SECTION A – CONTACT DETAILS The name on the form should be that of the person who can talk about your organisation and project/work in detail. We should be able to speak to the main contact for your group within office hours. Telephone Numbers – Please let us know the best times to contact you for each number that you list. SECTION B - ABOUT YOUR ORGANISATION/CLUB/GROUP 1 The Co-operative Foundation NEW HELP NOTES/SR/10/07 B3 B5 B6 If there are more than six paid members of staff, please list the six who are most senior in your organisation. Organisations that are less than 12 months old must submit a business plan to show that they have thought about their development and that they are sustainable for the period of any grant that they may be awarded. See Appendix 1 of these notes for guidance on business plans. Provide a brief summary of the main activities that your group carries out and who for, not just the project/work you are applying to the Community Support Programme for. This will give the Trustees an overview of the type of organisation you are. SECTION C – ABOUT YOUR PROJECT C1 Where did the idea for the project/work come from? How have you been alerted to the fact that this project/work is needed? Did someone tell you about it? Can you see first hand that this project/work is needed? Was any research carried out? What evidence do you have? C3 Use this section to clearly tell us about what you need the funding from the Community Support Programme for. What would you like us to fund, how will it be run and where? C4 All projects are started in response to a problem that a community or group of people is experiencing. Tell us simply what that problem is, e.g. homelessness, unemployment or anti-social behaviour. C7 Types of disadvantage might include poor housing, unemployment, anti-social behaviour, restricted access to services, social exclusion or the area might be listed as deprived in the Government’s Indices of Social Deprivation. C8 Your application should be submitted in enough time for the application process to take place. It takes approximately 8 weeks from the closing date of a round to process decisions on applications. Please remember that we do not give retrospective grants. Please do not start any work that may be dependent on a Foundation grant. C9 Tell us what difference the funding will make and how it will impact on your community, once the project is completed. Will it make things better? If so, how? C10 The answer to this question needs to focus on the future and what long-term effect you envisage the project will have in 3-5 years’ time. C12 Because we are a Co-operative, our objective is to support groups which show elements of co-operation in their approach. This question is designed to find out whether your group and/or project is demonstrating any of these elements, and we have given four examples for you to fill in. E.g. if your project is being run by a committee where all members have one vote, then it is democratic. If your group follows a policy which ensures it is open to all people, regardless of their background, then it is practising equality. Please give one or two examples of how your group demonstrates each of the values listed. SECTION D – FUNDING AND FINANCE D1 We need to see how much the project/work is going to cost and you should double-check the figures you provide us with. If you are asking for the Foundation to part-fund your project, you must be specific and tell us what parts of the project you would like the funding for as well as the total cost of the item. 2 The Co-operative Foundation NEW HELP NOTES/SR/10/07 a) You can apply for capital costs. These are the costs of tangible and lasting items such as buildings or equipment. If you are applying for capital equipment, then the cost should be based on the quote of at least two suppliers. These quotes must be sent in with your application. If you are applying for building work, and your building is leased, please include a copy of the lease with your application. b) If you are applying for an item which can carry a Co-operative Foundation logo, e.g. sports clothing or a mini-bus, please include the cost of applying that logo to the item as part of the application. You will need to contact a professional company for your quote, e.g. an embroidery designer or signwriter, and include their quote in with your application. c) You can also apply for some revenue costs to cover the running of your project. Typical revenue costs include rent, maintenance, training and utilities. Please note that we do not fund salaries. D2 If you are asking for part funding, you need to tell us how you intend to raise the rest of the income to run your project. Fill in this section if you are raising the rest of the money from other funders. These might include Trust Funds and The Big Lottery Fund. D3 Fill in this section if your group is contributing towards the project either financially or in kind. If you are not contributing anything please put ‘none’. a) Please specify all financial help that you are giving to the project which could include; • Fundraising/sponsored events • Lotteries • Donations b) Let us know if there’s anything that your group is giving to the project, which is not financial. This could include: • Staff time • Volunteer time • Training • Gifts in kind • Expert help and advice D4 Please specify all other sources of income not already listed. These can include: • Donations from other funders • Contracts • Legacies • Bank loans • Gifts in kind • Free reserves D7 Other Co-operative organisations include: • the Co-operative Group • The Co-operative Bank • Co-operative Insurance Society (CIS) 3 The Co-operative Foundation NEW HELP NOTES/SR/10/07 • • • • • Midlands Co-op West Midlands Co-op Co-operatives UK Association of British Credit Unions Ltd The Co-operative College D8 The Community Awards Scheme was funded by the Food Division of United Co-operatives until July 2007. D10 Please explain your reserves policy. It is acceptable to have 6 to 12 months operating costs in reserves. Please give an explanation if you are holding large reserves. For example, this may be for a large capital project in the future. D12 The signatories on your cheque accounts must not be related to each other in any way. SECTION E – MONITORING AND PUBLICITY E1 Tell us how you will measure your progress towards achieving your goals outlined in question D9, and how you will record this information. This might include: • Writing a report outlining your observations e.g. whether people have benefited in the ways that you have hoped • Gathering statistical information e.g. how many people use the service • Researching local people’s views on the project • Reviewing the practical elements of the project e.g. whether you completed your tasks on time, or had enough volunteers. E2 If you are successful, we will send you a plaque to display in your premises. Apart from this, please tell us what publicity you are willing to undertake. Options might include: • A press release to the local paper, which we can help you with • An inclusion in your group’s newsletter/magazine • Local radio • An open day/launch day. SECTION F – PROMOTING GOOD PRACTICE You only need to answer yes, no or N-A to these questions. There is no need to send copies of any policies or procedures at this stage, however, please include a copy of your current signed accounts with your application. If you are successful, we may ask for copies of your other documents and policies. SECTION G – FINISHING THE APPLICATION • • • Read through your application – it is a good idea to get someone independent to read it through. Ensure the people who sign it are authorised to do so. Do not send extra information at this stage – try to put it all on the application form. If we need additional information we will contact you. 4 The Co-operative Foundation NEW HELP NOTES/SR/10/07 5 The Co-operative Foundation NEW HELP NOTES/SR/10/07 Community Support Programme Application Form – HELP NOTES APPENDIX 1 – BUSINESS PLANS A business plan is a document that will demonstrate that you have thought about the development of your organisation/club/group and how you are going to manage your planned activities. The document does not necessarily need to be pages long, you may be able to describe in a few well considered, focused, clear paragraphs what you want to achieve. It should contain certain key elements: A section on your organisation/club/group including all its main activities. A section on the specific project/work that you are applying for funding for. A section on budgets and finance. a) About your organisation/club/group The organisation/club/group aims and objectives. A breakdown of the service users or people that benefit from your activities. How you involve the people that benefit. A 12 month work plan with your targets and how you will achieve them. A management structure diagram and how you run the organization/club/group. A marketing plan – how do you tell people about your work. A recruitment plan and job specifications of any posts to be filled detailing job responsibility and skills required. b) About your project/work A description of your project or work you wish to undertake. Why the project/work is needed and why it should be done. How the project/work will be managed. What are the benefits of the project/work to the organisation/club/group. How the project/work success will be measured. How the project will be evaluated. What the project will cost. C) Budgets and finance Well cost budgets itemising all the cost relating to your project/work. A cash-flow forecast showing your expected income and expenditure. A fund raising plan if you are not requesting total funding on how you will raise the shortfall amount. Information about how you will continue to fund the project/work when your grant has ended. Contingencies, should you do not raise the amount of funding you require. Although some of these questions are asked on the application form, a business plan will set out the answers in more detail. 6 The Co-operative Foundation NEW HELP NOTES/SR/10/07