Organisation name For official use
Application form (Sustainability)
Confidentiality & consent: Please note that data about you and your application
will be stored on a computer. The information will be held confidentially and will
not be divulged to a third party without your consent.
Publicity: We understand that BAF will make public the names of organisations
who receive grants and that we may be asked to publicise details of our project for
a case study.
Accuracy and disclosure: We declare that the information provided on this form
is true and accurate. We understand if it is subsequently discovered any statement
is false or misleading, then our application for a grant will be terminated or, if a
grant has been made, it will become immediately repayable in full.
Conflicts of interest: We confirm that there are no conflicts of interest with the
Business Advocacy Fund or, if there are, that they have been fully disclosed..
Name Signature Date
05afs v3, August 2010
Executive summary of Project
Describe the specific objectives of your proposed project, what it is?
How will it enhance sustainability?
What are the targets?
What are the costs (both your organisation and BAF) and the expected revenue?
Organisation capacity & competence
Please provide job titles and brief job descriptions for key staff
How many people are on your board or management committee?
How are they elected or appointed?
Describe your organisation’s main activities and current projects
Describe, briefly, the resources available to the organisation (premises, equipment, etc)
Summary of Strategy
We are here.
Where do we want to go and be?
What will we do to get there?
Priorities – what we want to do now for the next 12 months
What is it we plan to do?
How we will do it (detailed tasks and activities
What are the results we expect – quantified and qualified (number of new members, members using the
new service etc)
What are the outcomes and impacts?
Who will deliver the project? Are they qualified? What other help if any do you need?
Summary of Costs and Revenue
What are the Costs and Revenue (attach the cash flow projections)
Legal & financial information
What is your legal status?
Do you have a written constitution?
Date organisation was established?
What is the level of annual subscription?
How many members paid their subscription last year?
What other sources of income do you have?
What was your total income last year?
What was your total expenditure last year?
Do you prepare annual accounts? (If yes, please provide a copy of your most recent accounts)
Are the accounts audited?
Do you prepare monthly management accounts?
Do you prepare an annual budget? Please estimate your income and expenditure for the next 12 months.
How is the budget managed?
Conflicts of interest
Describe any conflicts of interest or potential conflicts of interest (including, but not limited to,
organisation directors involved in a third party to whom work will be contracted; relationships of any
description with a member of staff or board of the Business Advocacy Fund)?
Checklist of documents to submit with this application form:
Annual report and accounts
Job descriptions for key staff