DEVON GREATER HORSESHOE
BAT PROJECT
Fundraising Consultancy Project Brief
© John J Kaczanow
Devon Wildlife Trust, Cricklepit Mill, Commercial Road, Exeter, EX2 4AB
Tel: (01392) 279244 Fax: (01392) 433221 E-mail: contactus@devonwildlifetrust.org
Web site: www.devonwildlifetrust.org Registered charity, no 213224
Protecting Wildlife for the Future
Devon Greater Horseshoe Bat Project
Fundraising Consultancy Project Brief
Background
Greater horseshoe bats are among the rarest and most threatened bats in Europe and are
afforded protection under Schedule 2 of the Conservation of Habitats and Species Regulations
2010. Devon represents an international stronghold for the species supporting the largest
recorded roost in Northern Europe. A number of initiatives have been developed over recent
years to help maintain Devon’s greater horseshoe bat populations. The English Nature Greater
Horseshoe Bat Project (1998-2003) was the most holistic, long term and strategic approach. Many
other projects have focused on the protection of individual roosts.
The Devon Greater Horseshoe Bat Project has drawn together a wide partnership of organisations
that have an interest in the conservation of greater horseshoe bats. The partnership has been
constituted through formal Terms of Reference and Memoranda of Agreement. We agree that by
working in collaborative partnerships more coherent benefits will be developed for this flagship
species within Devon.
Project partners:
Organisation
Bat Conservation Trust
Devon Bat Group
Devon Biodiversity Record Centre
Devon County Council
Devon Wildlife Trust (Lead)
East Devon AONB (Chair)
FWAG SouthWest
Natural England
North Devon AONB
South Devon AONB
Tamar Valley AONB
Blackdown Hills AONB
Torbay Coast and Countryside Trust
Vincent Wildlife Trust
Devon Communities Together
St Loye’s Foundation
Clinton Devon Estates
North Devon Biosphere Reserve
University of Exeter
Name
Carol Williams
Steve Markham
Ian Egerton
Sarah Jennings
Peter Burgess
Pete Youngman
Gary Rumbold
David Appleton
Jenny Carey-Wood
Roger English
Corinna Woodall
Linda Bennett
Alex Scholefield
Colin Morris
Martin Rich
Claire Prendergast
Sam Bridgewater
Andrew Bell
Fiona Mathews
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Devon Greater Horseshoe Bat Project
Fundraising Consultancy Project Brief
The project will deliver a holistic strategy to secure the long term persistence of the species
throughout widespread community engagement, targeted land management enhancements and a
programme of research and monitoring.
The 5-year delivery phase of the Devon Greater Horseshoe Bat Project will cost in the region of
£2.2 million. The project has been successful in receiving a grant from the Heritage Lottery Fund
(Heritage Grants) for approximately £700,000.
In order to meet ambitious match fundraising targets, the project will employ a fundraising
consultant for a minimum of 90 days during the project delivery period (5 years). The schedule is
as follows:
Years 1 – 4 = 20 days
Year 5 – 10 days
Fundraising Consultancy
The Devon Greater Horseshoe Bat project will employ a specialist fundraising consultant to
identify sources of funding, forge relationships with potential funders and ultimately secure
additional project funds.
Funding opportunities
The elements of the project that can be funded are diverse.
 Projects can be discrete to support specific purchases, such as:
o Interpretation – e.g. touchscreen technology / video production
o Bat recording equipment
 Funds could also support direct habitat management, or work to protect and enhance
roosts.
 Community engagement and education elements of the project are strong and will be
particularly suited to approaches to charitable trusts and foundations.
 Funds could also provide support in an unrestricted manner for the project as a whole.
Due to the scale and scope of the project, financial support is required in both public and private
situations.
A selection of funders has been identified by the project partnership, and forms the basis of the
fundraising strategy. The fundraising consultant will refine this list, and produce and submit highquality funding applications to timetable and to deadline.
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Devon Greater Horseshoe Bat Project
Fundraising Consultancy Project Brief
Skills and Experience
The successful tenderer will be able to clearly demonstrate a proven track record in securing funds
from a diverse range of sources, and in particular:
 Large charitable trusts/foundations
 The Landfill Communities Fund
In addition, the successful tenderer will need to be able to clearly demonstrate:
 An understanding of the pivotal role communities will play in delivering conservation
outcomes
 A thorough understanding of landscape-scale conservation
 Comprehensive knowledge of the policy and strategic context for conservation and
community engagement work
 Enthusiasm and commitment for flagship species conservation
 A flair for writing compelling fundraising asks
 Good attention to detail
 An ability to work with complex budgets
 Careful planning and organisation
They will need to work alongside the Partnership and Steering Group to ensure that a fully
coordinated approach is adopted. A clear strategy is needed to ensure funding bids fully integrate
with project business plans and existing funders.
Contract timescale
A minimum of 20 days of fundraising services will be delivered per annum during the first 4 years
of the project (commencing in January 2016) and 10 days in year 5. The contract will be reviewed
annually.
Guidelines for tendering
Applications are invited to undertake the above work by contract, for the period January 2016 to
October 2020 inclusive. This will include regular reporting and meetings with the DGHB Project
Manager.
To submit your proposal, please use the ‘Pro forma for fundraising contract for Devon Greater
Horseshoe Bat Project available with this briefing.
Costs for the work, should not exceed a total maximum of £18,360 (including VAT). Please provide
all budget information inclusive of VAT.
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Devon Greater Horseshoe Bat Project
Fundraising Consultancy Project Brief
The project will also provide reimbursements for limited travel expenses. Please itemise these
costs separately from your project budget.
The contract will be awarded on the basis of most economically advantageous tender, as assessed
against the following criteria:



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Cost – 50%
Skills/knowledge – 30%
Capacity to deliver – 10%
Proposed approach to delivery – 10%
If shortlisted, you will be asked to write a short example bid as part of the assessment process.
Proposals can be sent electronically or by hard copy, and should be received no later than 5pm on
8 January 2016 sent to Samantha Little (HR and Central Services Assistant) at the following
address:
Samantha Little
HR and Central Services Assistant
Devon Wildlife Trust
Cricklepit Mill
Commercial Road
Exeter
EX2 4AB
jobapps@devonwildlifetrust.org
Telephone: 01392 279244
For an informal discussion and/or any questions relating to the work delivery please speak to Ed
Parr Ferris (Project Manager) on 01392 279244.
Project Management
Devon Greater Horseshoe Bat Project Manager
c/o Devon Wildlife Trust
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Devon Greater Horseshoe Bat Project
Fundraising Consultancy Project Brief
Cricklepit Mill
Commercial Road
Exeter
Devon, EX2 4AB
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