Accredited Grant Making Process
Two Ridings CF is proud to be Quality Accredited Community Foundation and especially proud that at the last Quality Accreditation in 2017 we achieved maximum scores for our grant making.
Grant making aims
Our aim is to make grants to a wide range of organisations working to meet identified needs in our community.
We are particularly keen to help grassroots community groups and small to medium sized voluntary organisations in North & East Yorkshire.
We will seek to identify need and respond to it, placing a real emphasis on securing positive impact. We use data from our Vital Signs reports and other local intelligence.
We also want to help groups be more confident in securing further grant funding support for their activity and enhance community and voluntary activity generally.
Grant making prioritisation criteria
We receive more applications for funding than we have funds to distribute, and as such we use our overall funding criteria, specific programme guidelines and assessment of each application against these as the means to prioritise applications within each grants round.
We also seek to make grants to a wide number of recipients, maximising the impact of its funds.
Where a fund is particularly oversubscribed priority may be given to first time applicants or those applicants that have not received funding from a particular fund for a period of two years.
Grant making processes
The Two Ridings CF’s Board of Trustees has full responsibility for the distribution of all funds under its management. The Board delegates authority for grant making to the Grants Committee, which is a sub-committee of the Board with additional independent members. Certain funds may have a separate Panel with representatives from the local community and/or donors.
All eligible external grant applications go through a process of allocation to fund, assessment, review by a panel, ratification and monitoring.
Application Forms & Guidelines
We are committed to making all grant application forms accessible to local groups, regardless of size and fundraising expertise.
The application form is designed to gain essential information about the organisation and its eligibility for funding. It asks questions about the organisation applying, how the money will be used, and how a grant will benefit the local community.
Grant schemes are be publicised on this website, on our e-newsletter, on social networking sites such as Twitter, Facebook and through external networks and VCSE sector support & development organisations.
Due Diligence & Assessment
On receipt of an application the Grants team will make the initial assessment for eligibility, including the fit of the charitable project with the criteria of the grants programmes held by the Foundation.
They also carry out due diligence checks on the charity. This will involve reviewing the governing document, the accounts, the management committee and any relevant policies.
The team then identify a suitable assessor to undertake a more detailed assessment of the project.
We are fortunate in having a number of volunteer assessors from across North & East Yorkshire who assess applications on our behalf. All assessors are trained in our grant making policies, criteria and fund guidelines and bring a strong local and/or voluntary sector perspective.
Assessment is usually done via a telephone call. In the case of larger or more complex applications a visit may be required. An assessment framework is used which allows an assessor to make their judgement of individual applications against a consistent framework.
All externally assessed applications are reviewed by the Two Ridings CF’s staff to ensure consistency and fairness.
In assessing an application the assessor will consider such matters as the management of the organisation, whether the application evidences a clear need to be addressed, value for money and the financial sustainability of the organisation.
This contact is, in the Two Ridings CF’s opinion, a positive step that ensures the applicant can bring to life their application and helps smaller organisations make their case.
The Board of Trustees delegate authority to one or more grants panels which may be its own Grants Committee or an external panel of local representatives as agreed with a funder.
Decisions on lower value applications i.e. those up to £3000 may be made by Two Ridings CF staff under delegated authority from the Grants Committee.
Panels receive information on all eligible applications and determine which applications are funded. They may put additional conditions on an award. Members of Two Riding CF’s Grants team attend each panel to advise on the applications.
There is no appeals process for grant awards. If an applicant feels dissatisfied with the outcome they can make a complaint and our complaints policy provides the detail of how to do this.
End of Grant Reports
At the completion of a funded project the applicant must submit an End of Grant Report detailing spend, use and the benefit of grant made.
We aim for our reporting be proportionate to the activity being funded and the size of the award.
We check the End of Grant report and outcomes/impact measured against the original application.
Failure to submit a satisfactory end of grant report is considered a breach of our Terms and Conditions and may affect future funding.
We also aim to do monitoring visits on a selection of funded projects.
We are committed to demonstrating the impact of our grant making and carry out a range of activities to demonstrate impact:
- End of Grant reports from all grant recipients
- Annual applicant survey
- Donor/fund holder visits to organisations
- Press coverage on grants awarded and new funds available
It is a condition of any grant award that the organisations receiving the funding publically acknowledges the award. We expect our logo to be used to support this and supply suitable files and guidance.
Open data and transparency
We aim for our grant making processes to be transparent and to address the interests of applicants and the wishes of donors and funding partners.
Through the publishing and analysing of our grants data we are committed to supporting the community and voluntary sector across North and East Yorkshire.
We publish all our grant making data on 360Givings GrantNav website