Spirit of Achievement
Challenge Fund
Application Form
Spirit of 2012 will assess your grant application against an assessment framework,
attached as Annex A. Please ensure that you have addressed all the assessment
criteria in this application.
SECTION 1: APPLICANT DETAILS
Lead organisation
Please tell us about your organisation:
Organisation
Companies House /
Name and
Charity Commission
legal status
registration number
Address
Name of key contact
Telephone
Email address
Website
of key contact
In no more than 300 words, tell us about your organisation and its purpose
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Tell us about any partner organisations that you will work with on this project, and
include a key contact for each
SECTION 2: PROJECT DESCRIPTION & IMPACT
2.1 Please tell us in no more than than 500 words about the project you wish Spirit to
fund. Please also include (as an appendix) a brief milestone plan.
2.2 What need(s) will this project address? How did you identify these and why is this
important?
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2.3 Please tell us about the research you did when designing your project, including
consultation with beneficiary groups. Can you demonstrate that there is a demand for
this project?
2.4 Does this project build on existing work or is it a completely new activity? If it is
new, how does it complement, rather than duplicate, existing provision?
SECTION 3: PROJECT OUTCOMES
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Please outline, in no more than 200 words per outcome, which of the following Spirit
of 2012 outcomes your project will contribute to, identifying your key beneficiaries for
each outcome, and how you will reach them.
Spirit’s Impact Statement helps us decide which projects to fund and measure their
impact:
“Spirit believes that enabling people to participate in a wide range of activities and
engaging in their communities will:
 Improve the health and wellbeing of communities and society as a whole
 Improve perceptions towards disability and impairment; and
 Lead to greater social cohesion and understanding.”
When writing about your project against the outcomes below, please bear this
statement in mind. We have adopted the ONS national wellbeing measures into our
own evaluation framework, so you may wish to reflect this landuage in your
application.
We expect that applications to the Spirit of Achievement Challenge Fund will meet all
four of the ‘Category A’ outcomes (in red below), one or more of the ‘Category B’
outcomes (in blue). If it is appropriate to your project you may also include one or
more of those in ‘Category C.’
Category A Outcomes
1. Wellbeing
People's personal wellbeing increases through
participation
2. Disability – challenging perceptions
Positive change in the perception of disabled
people in communities (by both disabled and
non-disabled people)
3a. Disability – empowering disabled people
Disabled people feel more integrated in
society
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3b. Disability – empowering disabled people
Disabled people are better able to participate
in activities and the community
Category B Outcomes
4. Connecting generations
People from different generations are
motivated to take part in more community
activities together
5a. Engaging volunteers
More people volunteer and engage in their
community
5b. Engaging volunteers
Volunteers have enhanced life and
employability skills
Category C Outcomes
6. Empowering young people
The potential of young people to be agents
for change is unlocked and demonstrated
7. Overcoming isolation
People feel more engaged in their local
community and have a true sense of pride in
the contribution they make to it
8a. Connecting communities
Organisations connect people to activities
(organisations or individuals) / make them
aware of activities
8b. Connecting communities
Role models inspire others to do more and
better
8c. Connecting communities
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Communities are brought together by a
shared initiative
9. Building partnerships
Partnership formed between organisations to
support community “connectors” to run
activities
10. Inspiring events
People are inspired and empowered to get
(more) involved in their communities
SECTION 4: DELIVERY
4.1 Please tell us about your delivery team, the skills they have and the roles they will
undertake in this project.
4.2 Please tell us about your experience of delivering projects similar to this.
4.3 If you intend to work with other partners to deliver your project, please tell us
about the skills and expertise they will contribute within the project.
4.4 Will your target beneficiaries participate in the planning and delivery of your
project, and if so, how?
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4.5 Please tell us which methodologies you will use to deliver your project? Why have
you chosen to work in this way?
4.6 What are the main risks in relation to the delivery your project? How do you plan
to manage or minimise these risks?
SECTION 5: LEARNING AND SUSTAINABILITY
5.1 How will you measure the impact of your project? Please tell us about any
baselining, internal monitoring and evaluation, and other relevant information.
5.2 All Spirit funded projects are expected to feed into the work of our external
evaluation team. Please outline the work that you will undertake to evaluate and share
the learning from your project.
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5.3 How will you continue to embed the project outcomes and lessons learned after
the grant comes to an end?
SECTION 6: FINANCE
6.1 What is the overall budget for this project?
6.2 How much funding are you requesting from Spirit?
6.3 (If your answer to 6.2 is less than the overall budget for the project.)
What other funding has been confirmed to date and from which sources? If funds are
yet to be raised or not yet confirmed, please include a short strategy/plan outlining
how you will raise the rest.
6.4 Are you allocating (a) any of your own funding, or (b) any value-in-kind
contribution? If yes, please identify it here and in the detailed budget spreadsheet (see
6.6).
6.5 When would you like the project to start, and how long will it run for?
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6.6 Please attach a detailed budget spreadsheet showing how you propose to spend
the Spirit grant you are applying for.
You may include core costs up to a limit of 12.5% of the total grant. By “core costs”
we mean costs which are necessary for your organisation/s to operate, but which do
not relate specifically to delivering the outputs of this project. Typically they will
include central organisational functions (e.g. HR, IT, finance), premises and office costs,
and governance costs.
All staffing costs – whether staffing positions fully dedicated to the project, personal
assistance or management time proportionately related to the project – should be
separated out and shown under revenue expenditure.
SECTION 7: COMMUNICATIONS
Spirit’s endowment is public money; it is important for us to be able to openly
communicate the projects we fund, their impact and the links to our mission. We want
to work collaboratively with all grant holders to create engaging and simple
communications that tell the story of their projects.
Please tell us in no more than 200 words how we could work together to
communicate the impact of this project including any human interest stories, digital,
press or social media channels that we could utilise. See the criteria in Annex A below
for more information.
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SECTION 8: DUE DILIGENCE
To assist Spirit officers’ due diligence checks on your organisation, please provide:

Contact details of one referee (referees are those who have previously awarded a
grant/grants to your organisation)

Contact details of one stakeholder (stakeholders are those who have previously
worked with your organisation)

Copies of audited accounts (or equivalent) for the past two financial years
Spirit will also make checks with the Charity Commission and Companies House, where
appropriate.
SECTION 9: SIGNATURE
Please verify that the information you have supplied is true and accurate at the time of
submission.
Signed:
Name:
Date:
Position within the organisation:
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Please return this form along with any supporting documents, to
oliver.williams@spiritof2012trust.org.uk before 9am on Monday 20 April 2015.
Unfortunately we will not be able to consider late submissions.
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Annex A – assessment framework for grant applications (please read carefully)
Scor
Rating
Impact
Outcomes
Delivery
e
5
Learning &
Finance
Sustainability
Excellent
There is a well-
The applicant
The applicant has a strong
A clear plan for
The audited
defined and
displays a very
track record in delivering
monitoring and
accounts of the
clearly articulated
clear and
similar projects, and has
evaluation has been
applicant
link to Spirit’s
relevant
strong relevant experience
developed and
organisation
impact
outcomes focus,
and skills.
includes appropriate
present no cause
statement,
with a clear
resources.
for concern in
enhanced by an
sense of how
Where appropriate,
explicit focus on
outputs will
partnership arrangements
There is a clear and
delivery of the
Spirit target
achieve desired
are well developed with
articulated plan to
project
groups.
outcomes and
clear responsibilities and
evaluate and share the
impact.
accountability.
impact of the project,
All costs are
including a willingness
identified in a
The proposed
relation to the
project
There are clear proposals for
to work with Spirit’s
detailed budget,
contributes
the participation of
external evaluators
with a clear
directly to the
beneficiaries in the planning
delivery of one
and delivery of the project.
or more of
rationale for how
There is a clear and
the costs are arrived
well-articulated plan
at.
for how outcomes
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Spirit’s charitable
The proposed delivery
from the project can
The potential
objects.
methodology is realistic,
be sustained after the
outcomes and
achievable and appropriate
Spirit grant period.
impact of the
There is
to target beneficiaries – with
compelling
evidence submitted to
There is a clear and
excellent value for
evidence of gaps
support the rationale for the
well-articulated plan
money.
in provision
chosen delivery methods.
for how learning from
and/or need, and
project offer
the project will be
the applicant
The applicant demonstrates
used after the Spirit
makes a strong
an excellent understanding
grant period.
case for how this
of risk and ability to manage
project can
risks and issues.
address them.
4
Good
There is a well-
The applicant
The applicant has a track
A plan for monitoring
The audited
defined link to
displays a clear
record in delivering similar
and evaluation has
accounts of the
Spirit’s impact
and relevant
projects, and has relevant
been developed and
applicant
statement,
outcomes focus.
experience and skills.
includes appropriate
organisation
resources.
present no cause
enhanced by a
focus on Spirit
Where appropriate
for concern in
target groups.
partnership arrangements
The applicant
relation to the
are clearly set out.
expresses willingness
delivery of the
to work with Spirit’s
project
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The proposed
There are proposals for the
external evaluators,
project
participation of beneficiaries
and sets out how they
Costs are identified
contributes
in the planning and delivery
would work together.
in a detailed
directly to the
of the project.
delivery of one
budget, with a
There is a clear plan
rationale for how
or more of
The proposed delivery
for how outcomes
the costs are arrived
Spirit’s charitable
methodology is realistic,
from the project can
at.
objects.
achievable and appropriate
be sustained after the
to target beneficiaries – with
Spirit grant period.
clear explanation of the
good value for
There is clear
rationale for the chosen
There is a plan for
evidence of gaps
delivery methods.
how learning from the
in provision
The project offers
money.
project will be used
and/or need, and
The applicant demonstrates
after the Spirit grant
the applicant
a good understanding of
period.
makes a good
risk and ability to manage
case for how this
risks and issues.
project can
address them.
3
Adequate
The applicant
The applicant
The applicant has delivered
A plan for monitoring
The applicant
articulates a link
displays a
at least one similar project,
and evaluation has
organisation is in a
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to Spirit’s impact
relevant
and has some relevant
been outlined, but the
financial position to
statement, and
outcomes focus.
experience and skills.
resources to deliver it
deliver the project.
references Spirit
target groups.
There is some
may not be clear.
Partnership arrangements
Costs are identified
are set out but require
The applicant
further development.
expresses willingness
evidence of gaps
to engage with Spirit’s
The project offers
external evaluators.
value for money.
in provision, and
The proposed delivery
the applicant
methodology is realistic,
makes a case for
achievable and appropriate
There is an outline
how this project
to target beneficiaries – with
plan for how
can fill them.
an adequate rationale for
outcomes from the
the chosen approach.
project can be
The proposed
in a budget.
sustained after the
project
The applicant demonstrates
Spirit grant period.
contributes in an
some understanding of risk
indirect (but
and ability to manage risks
There is evidence of
attributal) way to
and issues.
some thinking for how
the delivery of
learning from the
one or more of
project will be used
Spirit’s charitable
after the Spirit grant
objects.
period, but this needs
further development.
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2
Weak
The applicant
The applicant
The applicant has not
A monitoring and
There are question
references Spirit’s
does not display
delivered a project of this
evaluation plan is only
marks over the
impact
a relevant
type before, and has little
referenced.
financial status of
statement, and
outcomes focus.
relevant experience and
refers to Spirit
skills.
target groups in
a broad way.
the organisation.
The applicant does not
state how they would
The budget
Partnership arrangements
engage with Spirit’s
provided is
are not clear.
external evaluators.
insufficiently
The proposed
detailed.
project will not
Key aspects of the proposed
There are no credible
contribute to the
delivery methodology are
plans for how
The project fails to
delivery of
not realistic, nor achievable
outcomes from the
demonstrate value
Spirit’s charitable
and appropriate to target
project can be
for money.
objects
beneficiaries.
sustained after the
Spirit grant period.
Where there is
The applicant demonstrates
evidence of gaps
little understanding of risk
There are no plans for
in provision, it is
and ability to manage risks
how learning from the
not clear how
and issues.
project will be used
this project could
after the Spirit grant
fill them.
period.
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1
Inadequate
The applicant
The applicant
The applicant has no skills
None of the aspects of
There are question
makes no
displays no
or experience relevant to
monitoring, evaluation,
marks over the
reference to
outcomes focus.
delivering this type of
learning and
financial status of
project.
sustainability that are
the organisation.
Spirit’s impact
statement or
target groups.
mentioned in higher
There is no evidence of
level scores are
The budget
engagement with partners.
sufficiently or credibly
provided is
developed.
unconvincing,
The proposed
project will not
The applicant has neither
disproportionate or
contribute to the
identified nor explained the
insufficiently
delivery of
project delivery method.
detailed.
The applicant demonstrates
The project
no understanding of risk
demonstrates poor
and ability to manage risks
value for money.
Spirit’s charitable
objects
There is no
and issues.
evidence of gaps
in provision.
Additional criterion
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Communications will be scored up to 2.5 in relation to the applicant’s response to Section 7 of the application form.
Score
2.5
Rating
Excellent
Qualities
The applicant clearly articulates a variety of ways in which the impact of and learning from the project can
realistically be communicated to appropriate audiences.
The applicant clearly appreciates the need for collaborating with Spirit to communicate the impact of Spirit’s
grants to relevant audiences.
2
Good
The applicant suggests clear ways in which the impact of and learning from the project can be communicated to
appropriate audiences.
The applicant appreciates the need for collaborating with Spirit to communicate the impact of Spirit’s grants to
relevant audiences.
1.5
Adequate
The applicant suggests ways to communicate the impact of the project.
The applicant appreciates the need for Spirit to communicate the impact of its grants to different audiences.
1
Weak
The applicant suggests ways to communicate about the project.
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0.5
Inadequate
The applicant fails to suggest ways to communicate about the project.
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