dceco-procedures for the disbursement of funds into the community
TRANSCRIPT
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DCEco is a trading subsidiary of Sustaining Dunbar Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC040106. [email protected]
2012
Procedures for the
disbursement of funds
into the community
How to spend community wind turbine money
in Ward 7, East Lothian
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
2
1.Introduction2.Funding Criteria3.Application Procedure4.Application Process5.Project Evaluation Group (PEG)6.Board Evaluations7.Acknowledgement of Grants8.Review Process9.Development Officer
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
3
Section 1
Introduction
The Dunbar Community Energy Company was formed in 2011 to investigate and develop the
potential of renewable energy projects to generate funds for the community of Ward 7 in East
Lothian. Funding will be available to activities/projects that complement the charitable aims of
Sustaining Dunbar by supporting the locale of the Dunbar, West Barns and East Linton Ward of East
Lothian. This document is a proposal of how we believe the funds from a community owned wind
turbine can be spent fairly and transparently within the community. It also proposes how all people
in our community can contribute to this process to whatever degree they wish.
Section 2
Funding Criteria
The outputs from local survey findings, in which over 1500 residents in the Dunbar, West Barns and
East Linton ward were interviewed have been published in theDunbar-2025-Local-Resilience-Action-
Plan.These surveys highlighted a strong desire to be able to source more locally produced food, live
in more comfortable and energy efficient homes in neighbourhoods which are safe and attractive to
walk and cycle around and for increased opportunities for local employment. A community
consultation in January 2012 by DCEco asked over 500 households what they would like to see
community wind turbine money spent on. Most local people asked for support for new localbusinesses but also asked for other things like improved local transport and activities for the local
youth. More information can be foundhere.
The grants scheme is open to voluntary/ non-profit-making organisations and community initiatives
primarily based in the Dunbar, West Barns and East Linton ward of East Lothian. It is not necessary
to be a registered charity to apply however the fund can only support work which is legally
charitable as defined by Scottish Law. The board therefore proposes that funding should be
concentrated on activities and projects that complement the Dunbar 2025- Local Resilience Action
Plan and sustain and create local jobs. The Action Plan focuses on five areas.
Food Energy Transport Health Enterprise, Skills and Education
http://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Planhttp://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Planhttp://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Planhttp://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Planhttp://dunbarcommunityenergy.org.uk/your-opinion-%E2%80%93-so-far%E2%80%A6/what-you-said/#.UGB0MbKGobAhttp://dunbarcommunityenergy.org.uk/your-opinion-%E2%80%93-so-far%E2%80%A6/what-you-said/#.UGB0MbKGobAhttp://dunbarcommunityenergy.org.uk/your-opinion-%E2%80%93-so-far%E2%80%A6/what-you-said/#.UGB0MbKGobAhttp://dunbarcommunityenergy.org.uk/your-opinion-%E2%80%93-so-far%E2%80%A6/what-you-said/#.UGB0MbKGobAhttp://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Planhttp://www.scribd.com/doc/71442230/Sustaining-Dunbar-2025-Local-Resilience-Action-Plan -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
4
Section 3
Application Procedure
There are two separate application forms, Form A for grants up to 500 and Form B for
applications of 500 and over. These forms can be downloaded from our web site; by calling the
office on 01368 866920; by visiting the BeGreen shop or by sending a request by e-mail to
[email protected]. These forms are also shown in Appendixes E and F. The company aims
to process grant applications as soon as possible, depending on the dates of the board meetings and
all applications will be acknowledged within 10 working days. A sample acknowledgement form is
shown inAppendixA.
Section 4
Application Process
We are very grateful to Brian McDougall of the Udny Community Trust Company Limited for his
assistance in developing this procedure for the disbursement of funds into the community. The
process is a result of consultations with Community Energy Scotland and Development Trust
Association Scotland. It has allowed us to present a process which will allow us to disperse funds in a
fair and transparent manner for the benefit of the community. Applications under 500 will be
assessed by the Development Officer and Sustaining Dunbar Board. Applications over 500 will be
assessed by a Project Evaluation Group (PEG) prior to being presented to the board for approval. Theboard will always discuss each application. This ensures that we have a fully transparent system
where two discrete teams look at each application for over 500. In the unlikely event that the PEG
and Sustaining Dunbar Board do not agree on an application, the decision is balloted to all members
of Sustaining Dunbar. Membership is free and open to all residents of Ward 7.
Process
Application Acknowledgement
of application
< 500 >500Validation by
Development Officer
Project
Evaluation
Group (PEG)
Discussion and
decision at
Board Meeting
Notification of Decision
PEG and Board indisagreement
PEG and Board in
agreement
Membership of
Sustaining Dunbar
balloted on decision
Discussion and
decision at
Board Meeting
mailto:[email protected]:[email protected]:[email protected] -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
5
Section 5
Project Evaluation Group (PEG)
A Project Evaluation Group will be recruited from our community and they will form a team which
will assess and evaluate each application over 500. PEG members will be recruited from established
local bodies such as Community Councils and Local Authority Community and Economic
Development teams. Local people with relevant skills, knowledge and expertise will be encouraged
to join the PEG team. This team will consistently apply set criteria and declare any conflicts of
interest they may have. An evaluation proforma (AppendixB) has been developed which will help
adjudicate each application. This proforma is for identifying strengths and weaknesses and assessing
similar applications as well as comparing different judges assessments.
Section 5.1
Selection Procedures for allocating Project Evaluation Group (PEG) members
The purpose of this sub-section is to detail the process and procedures to be used when identifying
which PEG members will be used to assess an application.
Detailed Instructions
a) When an application is received the applicant receives an acknowledgement within 10 days.This document contains the project name and reference number as well as the
person/group that has made the application. A copy of this document will also be e-mailed
to all PEG members along with a date of when the evaluation should be completed. This
date will normally be just before the next board meeting.
b) PEG members who are not available to take part in the assessment process should send ane-mail reply [email protected]
c) The Development Officer will select 5 PEG members to assess the application. PEG memberswill be selected on a rotating alphabetical order and the application form, along with any
documents, will then be sent by e-mail to these members.
d)
It is very important that any conflict of interest is declared by the PEG member so that theassessment task can be sent to another PEG member.
e) The Development Officer will also indicate which PEG member should take the lead bylooking at volunteers and referring to the PEG skills matrix. This person will be responsible
for ensuring the PEG come to a majority decision by the agreed timescale.
f) A register (Section 5.3) will be kept by the Development Officer showing all the PEGmembers and which members have been used on assessing applications.
g) Successful applications will be shown on the Grants Register which will be available on theweb sitesustainingdunbar.org
mailto:[email protected]:[email protected]:[email protected]://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/mailto:[email protected] -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
6
Section 5.2
Roles and Responsibilities of a project Evaluation Group (PEG) Member
The following information has been provided to ensure that each PEG member has clear
guidance for assessing applications:-
a) The prime aim of a PEG member is to assess each application in a consistent mannershowing neither prejudice nor favour.
b) Each application must be treated In Confidence and must not be discussed with anyoneout with the PEG, Development Officer or Board of Directors.
c) Each PEG member must declare if they have any conflicts of interest when asked to appraisean application and, if so, they must decline any involvement in the assessment of that
application.
d) For applications to be recommended by the PEG they must fall into the categories shown inSection 2.
e) Applications must be from voluntary/non-profit-making organisations and / or forcommunity initiatives primarily based in Ward 7 of East Lothian. It is not necessary for the
applicant to be a registered charity. However, we can only support work that is legally
charitable as defined by Scottish Law.
f) If any additional information is required from the applicant this should be obtained via theDevelopment Officer.
g) Each PEG member must use the evaluation sheet to ensure consistency in their assessmentof applications.
h) The recommendation reached by the PEG must have been assessed by at least 5 membersand the majority view given. In this recommendation the PEG are free to suggest caveats
and conditions which they would like the applicant to undertake. They should also state if
they are recommending full or partial funding.
i) The PEG should not concern themselves regarding the amount of funds available at anypoint in time. The decision on the availability of funds lies with the Board of Directors.
j) The process of advising and selecting PEG members for the assessment of applications iscontained in Section 5.1.
k) It should be noted that the names of all PEG members will be shown on thesustainingdunbar.orgweb site.
l) All PEG members should print off a copy of the document, sign and return as confirmationthat they agree to these roles and responsibilities before assessing any application.
http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/ -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
7
Section 5.3
Project Evaluation Group (PEG) Members and Allocation
Name Area of Expertise 1 2 3 4 5 6
Dunbar Community Council
East Lammermuir CC
Dunpender CC
West Barns CC
ELC Economic Development
ELC Community Planning
Food
Energy
Transport
Health
Enterprise
Skills
Education
Other
1. Signed agreeing to Roles and Responsibilities document.2. Application title and date3. Application title and date4. Application title and date5. Application title and date6.
Application title and date
S = Signed agreeing to Roles and Responsibilities document.
A = Took part in assessment
N = Not available at time of assessment
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
8
Section 6
Board Evaluations
As stated previously the assessment of applications for grant funding over 500 will be undertaken
by the directors at the regular board meetings and these meeting dates are shown on the web site
sustainingdunbar.org. The board will use the evaluation proforma which is shown in AppendixD to
examine and assess all applications. It is also essential for all board members to abstain from any
discussion/debate on applications which gives them a conflict of interests.
Applications over 500 will have been assessed by the PEG and recommendations sent to the board.
It is then the duty of the board members to review the decision and confirm that they support the
recommendation or not as the case may be.
In all cases the board will confirm that funds are available to support all recommended applications.
They will also enter a review date on the Application Register so that the board can review
successful projects in the future.
Section 7
Acknowledgement of Grants
After a decision is made to approve an application an Acknowledgement of Grants proforma
(appendixB) will be sent to the applicant. As well as confirming that the application was successful,
the proforma will also indicate any additional terms and conditions which will apply to that
particular award along with the standard terms and conditions.
Section 8
Review Process
Each and every successful application will be reviewed after a period of time set by the board when
the application was approved. This review will determine if the grant was spent in accordance with
the details shown on the application form.
Section 9
Development Officer
The Development Officer would be a new, part-time, post financed through community energy
revenue. They would work alongside the Local authority and other relevant agencies to ensure the
best use of resources for the benefit of our community. They would pro-actively work with
community groups and organisations to help them develop and progress their ideas and access
additional or alternative funding where appropriate.
http://sustainingdunbar.org/board/http://sustainingdunbar.org/board/http://sustainingdunbar.org/board/ -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
9
Appendix A
Acknowledgement of Application of Funding
Project XXXXX XX XXXXXX
Project URN DCECO2013-XXXXXXXXX
Date of receipt XX/XX/XXXX
Main Contact XXX XXXXXXX
This is to acknowledge that Sustaining Dunbar has received your application for funding.
Applications for funding under 500 will be reviewed at the next board meeting to be held on the
first Monday of each month. Applications for funding over 500 will be reviewed by the Project
Evaluation Group (PEG) before being discussed at the next available board meeting. We will
endeavour to keep the timescales for reviewing applications as short as possible and will advise you
of any undue delay. We may also contact you if we have any queries or need further information
regarding your application.
If, in the meantime, you need to get in touch with us at any time please use the contact details given
above and quote the project URN.
Although it is not essential for this application, we encourage all residents to apply for membership
of Sustaining Dunbar. Membership is open to all residents of the Dunbar, West Barns and East Linton
Ward of East Lothian over the age of 18. Membership is free. Further details and membership forms
are available atsustainingdunbar.org/join-sustain-dunbar.
On behalf of Sustaining Dunbar
Chairman: ......................................................................
http://sustainingdunbar.org/join-sustain-dunbar/http://sustainingdunbar.org/join-sustain-dunbar/http://sustainingdunbar.org/join-sustain-dunbar/http://sustainingdunbar.org/join-sustain-dunbar/ -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
10
Appendix B
Notification of Award of Grant Funding
Project XXXXX XX XXXXXX
Project URN DCECO2013-XXXXXXXXX
Date of award XX/XX/XXXX
Main Contact XXX XXXXXXX
This is to certify that Sustaining Dunbar has awarded the above project a total of XXX.XX under the
terms and conditions of the funding programme, details of which can be found on-line at
sustainingdunbar.org. Funding is also subject to the satisfactory completion of the project within
twelve months of the award date.
The basis on which the Board has awarded the funding for this project is set out in your completed
application form and we would expect to see evidence that this money has been spent on the items
which you have stated. It is therefore essential to keep all receipts/invoices so that we can examine
them when we review this project. We need to review each project for audit purposes.
Sustaining Dunbar also requests that you acknowledge this funding in published documents referring
to the project, including advertisements, accounts records, annual reports and any written or spoken
presentations about the project. In particular, we would expect you to attach stickers on each item
purchased, showing that Sustaining Dunbar has supported the funding of these items. Sustaining
Dunbar will supply these stickers in due course.
In addition, it is requested that at least one eligible member of the XXXXX XX XXXXXX becomes a
member of Sustaining Dunbar within 12 weeks of the project receiving funding, and that your group
encourages all its relevant members to join Sustaining Dunbar and to actively contribute to the workundertaken by Sustaining Dunbar.
Authorised on behalf of Sustaining Dunbar
Chairman: -.......................................................................................
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
11
Appendix C
Evaluation of Award for under 500
Project: _______________________________
Project URN: DCECO2013XXXXXXXXXX
Date of meeting: XX/XX/XXXX
Board directors in attendance:
Yes No
1 Can this application be classified a legally charitable as
defined by Scottish Law.
In general terms this application should meet some or all of
the following criteria :-
2 Improvement to the life for local people?
Notes:
3 Involvement of a wide section of the local community?
Notes:
4 Sustainability (duration/permanence) of benefits?
Notes:
5 Additional social, economic, educational or environmental
benefits?
Notes:
6 Benefits to the amenity of the area?
Notes:
7 Match funding is available from another source?
Notes:
Decision: - approved / not approved Were all directors in agreement? Y/N
If no, what was the voting?
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
12
Appendix D
Evaluation of Award for over 500
Project: _______________________________
Project URN: DCECO2013XXXXXXXXXX
Date of assessment: XX/XX/XXXX
Yes n/a No
Into which category/categories does the application fall?
1 Food
2 Energy
3 Transport
4 Health
5 Enterprise, Skills and Education
6 Can this application be defined as legally charitable as defined by
Scottish Law?
7 Will this application improve the quality of life for local people?
8 Is this application for a project within ward 7 of East Lothian?
If Yes How many people will benefit?9 What additional benefit will this project bring?
Social Economic Educational Environmental
10 Is there sustainability (duration/permanence) of these benefits?
11 Is this a proposal that adds to and furthers the aims of Sustaining
Dunbar?
12 Has match funding been obtained from another source?
What % of funding is being requested from us?
13 Is the project well planned and managed?
14 Are the budget proposals sound?
15 Does the group have surplus funds?
16 Is the project time dependent?
17 Has the applicant(s) consulted with their organisation to ensure that
this proposal meets their needs?
18 Are these facilities available elsewhere is Ward 7?
19 Will the project employ local tradespeople?
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
13
20 Do you want to make any recommendations for the applicant?
21 Do you recommend this application to the Board of Directors?
Please circle appropriate answer.
Yes No
22 Why?
23 Which other PEG members were involved in this assessment?
24 Were all in agreement?
If No, what was the voting?
25 Signature of Lead PEG member and date of assessment.
Signature: ....................................................
Name of Lead: .................................................. Date : xx/xx/xxxx
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
14
Appendix E (1)
Application for Funding
Form A: Grants up to 500
Please complete all sections of this application
Section 1 Contact details
Name of Group: Date:
Contact Name: Position:
E-mail:
Tel: (daytime) Tel: (alternative)
Correspondence address for this application incl. Post Code
Section 2- About your organisation
What are the main activities/services of your group and where do you operate?
......................................................................................................................................................................................................
...........................................................................................................................................................................................
How many members does the management committee have? .................. ...
Section 3 Project details and costs
Please summarise your project (please use additional page if needed)................................................. ................................ .
......................................................................................................................................................................................................
............................................................................................................................................................................................
Total expected cost ................ Amount being requested from Sustaining Dunbar .............
Please give details of any other funding: .............................................................................................................................
Section 5 Bank Details
Bank Name and Address: .............................................................................................................
Account name: .............................................................................................................................
Sort Code: ............................................ Account number: ..........................................................
Declaration:I certify that the information contained in this application is correct and that I am authorised to submit this application onbehalf of the above organisation. I understand that decisions made by Sustaining Dunbar are final.
Name: ...................... ................. ......... Signature: ................... ................... ........... Date:
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
15
Appendix E (2)
Application for Funding
Form A: Grants up to 500
Guide to grant applications
Please read the following information
Sustaining Dunbar has a grants scheme that is open to voluntary/ non-profit-making organisations and community initiatives primarily
based in the Dunbar, West Barns and East Linton ward of East Lothian. It is not necessary to be a registered charity to apply however: they
can only support work which is legally charitable as defined by Scottish Law.
Applications for grants over 500 require Application form B obtainable from sustainingdunbar.org
In general terms the grant should meet some or all of the following criteria:-
Improvement to quality of life for local people Involvement of a wide section of the local community Sustainability (duration/permanence) of benefits Additional social, economic or environmental benefits Benefits to the amenity of the area Match funding is available from another source
Grants or any part of a grant must be only spent on the purpose for which it was given. If, for any reason, there is a need to vary the way
the grant is to be spent, written permission to do so must be obtained.
Assistance towards the capital cost and new and additional facilities will only be made where membership to the organisation, where
appropriate, is available to the public in general.
We aim to process grant applications as soon as possible depending on the dates of our board meetings and all applications will be
acknowledged within 10 working days.
We will inform you when your grant application has been processed and a recommendation made.
Where a grant is not claimed within 12 months from the date it was offered, notification of this should be given in writing to Sustaining
Dunbar otherwise the grant offer will lapse. Any unused portion of the grant funding must be returned to Sustaining Dunbar.
On completion of the project you will be asked to complete a standard project completion report.
Sustaining Dunbar will require receipts for all purchases made in connection with the grant awarded. Further details regardingreimbursement and/or payment of invoices are available on request.
Sustaining Dunbar should be acknowledged on all printed publicity and in information given to the Press and other media.
Where applicable it is requested that at least one member of your management team becomes a member of Sustaining Dunbar within 12
weeks of the project receiving funding. Application forms can be found online atsustainingdunbar.org
Please post this application form to:-
Sustaining Dunbar
16 West Port
Dunbar, EH42 1BU
http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/ -
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
16
Appendix F (1)
Application for funding
Form B: Grants over 500
Please complete all sections of this application
Section 1 Contact Details
Name of group: Date:
Contact name: Position;
E-mail:
Tel: (daytime) Tel:(alternative)
Correspondence address for this application inc. Post Code
Section 2 About your organisation
What are the main activities/ services of your group and where do you operate?
......................................................................................................................................................................................................
......................................................................................................................................................................................................
......................................................................................................................................................................................................
......................................................................................................................................................................................................
.....................................................................................................................................................................................................
How many members does your management committee have? ................................................................................................
How many full-time/Part time staff do you employ? ............................................................................................................
How many regular volunteers do you have? (In addition to your management board) .........................................................
Are you a registered charity?...............................................................................................................................................
Section 3- Bank Details
Bank Name and Address: .............................................................................................................
Account name: .............................................................................................................................
Sort Code: ............................................ Account number: ..........................................................
Section 4 The people you work with
Please describe who benefits from the work of your organisation and on average how many people you work with per
week/month/year.........................................................................................................................................................................
......................................................................................................................................................................................................
......................................................................................................................................................................................................
......................................................................................................................................................................................................
...........................................................................................................................................................................................
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Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
17
Application for funding
Form B: Grants over 500 Page 2
What sort of consultation do you do to ensure that your group is meeting peoples needs or interests?
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What other organisations provide a similar service in your area?
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Section 5 Financial details of Organisation
This section must be completed and your latest annual accounts must also be included with your application. If you are a
new group please provide an outline of anticipated income and expenditure for your first year. Your accounts should be
signed to show that they have been approved by the board /management committee.
We require that all annual accounts be inspected by a suitable competent person independent of your organisation. Please
tell us the name and position of the person who has done this (they also have to sign the accounts)
Name:...........................................................................Position:................................................................................................
What is your annual income? (In the last accounting year) ................ ..................... ........................... .........
What was your surplus or deficit? (last accounting year) ........................... .............................. ................
What are your current reserves? ........................... ................................ ..................
What are your unrestricted reserves? ............. ......... ......................... ..........................
Why can these reserves not be used for this project? ..........................................................................................................
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Section 6 The Project
Please summarise what this grant will be used for.................................................................................................................
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Please answer the following about your project:
What do you want to do?
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7/31/2019 DCEco-Procedures for the Disbursement of Funds Into the Community
18/20
Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
18
Application for Funding
Form B: Grants over 500 Page 3
How will you do this? ( e.g. activities you will deliver, equipment needed and how will it be used)........................................
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Where will the project take place?...............................................................................................................................................
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How many people will benefit? ...........................................................................................................................................
What are the expected start and end dates of your project? .................................................................................................
Who will lead the project? ...................................................................................................................................................How do you know there is a need / demand for your project? (Please provide evidence of any community consultations)....
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What difference will the project make to the people involved and / or your community? .....................................................
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Section 7 Financial Details of Grant Requested
What is the total cost of the project? (Excluding in-kind costs) .................. .............
How much are you requesting from us? .............................. ..
Please provide a full cost breakdown of the whole project and indicate which elements you are requesting support fromour fund? Please enclose copies of quotes or prices for any elements relevant to this application.
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7/31/2019 DCEco-Procedures for the Disbursement of Funds Into the Community
19/20
Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
19
Application for Funding
Form B: Grant over 500 Page 4
What other sources of funding have you applied to for this project? Include the name of the funder, the amount you have
applied for and the date you received or expect a decision.
Name of funderAmount
requestedSuccessful Confirmed Y/N Date
Will you be contributing any of your own funds to the project or undertaking local fundraising to help meet the costs?
If so please state how much and how these funds have been raised:
What will happen if we cannot award you the grant you have requested?
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Section 8 Details of Referee (For Grants over 5000)
Name: ................................................................................... Organisation: .......................................................................
Position: ..................................................................................................................................................................................
Tel (day): ...............................................................................Tel (alternative) .....................................................................
Section 9
Declaration: I certify that the information contained in this application is correct and that I am authorised to submit this
application on behalf of the above organisation. I understand that decisions made by Sustaining Dunbar are final.
Name: .............................. .............................. Signature............................. ............................. Date: ............... ............
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7/31/2019 DCEco-Procedures for the Disbursement of Funds Into the Community
20/20
Procedures for the disbursement of funds into the community
Dunbar Community Energy Company (DCEco) 16 West Port, Dunbar, EH42 1BU. 01368 866920
DCEco is a trading subsidiary of Sustaining Dunbar a Charitable Company Limited by Guarantee
(registered in Scotland no. 351910) Scottish Charity no. SC 040106 | [email protected]
20
Appendix F (2)
Application for Funding
Form B: Grants over 500
Guide to grant applications
Please read the following information
Sustaining Dunbar has a grants scheme that is open to voluntary/ non-profit-making organisations and community initiatives primarily
based in the Dunbar, West Barns and East Linton ward of East Lothian. It is not necessary to be a registered charity to apply however: they
can only support work which is legally charitable as defined by Scottish Law.
In general terms the grant should meet some or all of the following criteria:-
Improvement to quality of life for local people Involvement of a wide section of the local community Sustainability (duration/permanence) of benefits Additional social, economic or environmental benefits Benefits to the amenity of the area Match funding is available from another source
Grants or any part of a grant must be only spent on the purpose for which it was given. If, for any reason, there is a need to vary the way
the grant is to be spent, written permission to do so must be obtained.
Assistance towards the capital cost and new and additional facilities will only be made where membership to the organisation, where
appropriate, is available to the public in general.
We aim to process grant applications as soon as possible. All applications will be acknowledged within 10 working days. You should be
aware that this application will be assessed by the Project Evaluation Group prior to being presented to the board of directors.
Please let us know if you want the services of a mentor, if available?
We will inform you when your grant application has been processed and a recommendation made.
Where a grant is not claimed within 12 months from the date it was offered, notification of this should be given in writing to Sustaining
Dunbar otherwise the grant offer will lapse. Any unused portion of the grant funding must be returned to Sustaining Dunbar.
You will be asked to complete a standard project report on an annual basis up to and including completion.
Sustaining Dunbar will require receipts for all purchases made in connection with the grant awarded. Further details regardingreimbursement and/or payment of invoices are available on request.
Sustaining Dunbar should be acknowledged on all printed publicity and in information given to the Press and other media.
Where applicable it is requested that at least one member of your management team becomes a member of Sustaining Dunbar within 12
weeks of the project receiving funding. Application forms can be found online atsustainingdunbar.org
Please post this application form to:-
Sustaining Dunbar
16 West Port
Dunbar, EH42 1BU
http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/http://sustainingdunbar.org/