BayTrust's funding is allocated into three areas; Community Support and Event Funding, Community Impact Funding and the Strategic Fund. Allocations to each area and the total budget are decided on an annual basis, noting that a degree of flexibility will always be maintained between the budgets of each area.
A quick, simple and fast application process where applicants are required to align with at least one of our Outcomes and Attributes, however due to the low value of the grant, a lower level of evaluation, accountability and reporting requirements will be required from the applicants.
A robust application process where applicants are required to have strong alignment to our Outcomes and Attributes, and where demonstration of meeting a number of Outcomes will increase the likelihood of BayTrust’s investment, with a moderate level of evaluation, accountability and reporting requirements. Please apply for funding at least six months before you need the funds.
A staged business case application process including an initial expression of interest (EOI), shortlist and then business case presentations with greater weight given to projects that deliver to multiple Outcomes and align to multiple Attributes with a high level of evaluation, accountability and reporting requirements. The Strategic Fund is where BayTrust will be looking to make a meaningful and measurable difference in the BOP community.
The indicative annual timeline for the Strategic Funding is:
All applications are submitted online. First time applicants (and those applying online for the first time) need to register, and then complete an online application form. If you are unable to apply online, please contact the office, and we will provide assistance. Once your application has been submitted online, you will receive an acknowledgement including a date when you will know the outcome of your application.
With exception to the Strategic Fund there are no cut off dates for the applications.
Grant applications up to $5,000 are reviewed monthly by committee, and groups that are applying for $5,000 or less are advised to apply at least three months before they need to use the funds.
Grant applications for $5,000 and over are reviewed quarterly by the full board and groups applying for more than $5,000 are encouraged to apply six months in advance of when they need to use the funds to ensure that their application will be reviewed in time.
The application is made up of four parts as below:
This is where you provide information about your organisation including your: official name, IRD Number, names of people involved, volunteer and staff numbers, contact details, bank account details, legal details, geographic information etc.
This is the section where you to tell us about your programme or project and demonstrate alignment with our Outcomes, Priorities and Attributes. The questions you will be asked are below:
How much are you applying for?
What is the purpose of the grant? Give a brief description of the project, programme or activities you are seeking funding for. Ensure you give enough information that we can gain an understanding of your activities and your organisation.
Why is this project, programme or activity needed? What supporting evidence is this based on?– describe the context in which you operate, to help us understand why you need to undertake this activity/project.
What are the outcomes that your organisation is aiming to achieve? BayTrust has identified nine outcome areas, with priorities within each of these. Identify where your outcome area(s) have strong alignment with BayTrust’s Outcome areas and priorities.
List each separate BayTrust Outcome area and priority within it, and then demonstrate how your activities align with these. Note - we do not expect you to be able to align to all of BayTrust’s Outcome areas.
BayTrust has identified seven attributes which we believe are important qualities for community activities that we want to support. We do not expect you to be able to align to all of these, but identify those you feel your activities align strongly with.
List each of the attributes separately and demonstrate how your activities align with these.
If your activity, services or project are not fully funded, please indicate how will you cover the shortfall? If you are unable to raise the full amount required, what will this mean for your activity, services or project? How do you plan to be funded in the long-term?
How do you evaluate your effectiveness? How do you know that what you are doing is achieving the outcomes, the changes that you are aiming for?
In this section you advise us of the total cost of the programme, how much you are applying to BayTrust for and how you are going to fund the balance. You are also asked to show us any other income that you have received or are intending to apply for. This is also where you provide information about your last year's Financial Accounts/Statement
This is where you attach the supporting documents to your application. For an application to be processed at a minimum you must include:
Pre-printed Bank Deposit Slip
Bank statements for all you bank accounts
Most recent year Annual Financial Accounts, if these are over six months old, we will require further documentation showing your current financial situation
A complete budget showing all income and expenses related to your programme or project.
This is where you can also attach: feasibility studies, evaluation reports and supporting letters.
It is important to note that Trustees do not generally see attachments, so that if anything is critical to you application, you should include it as answer in the Community Grant section.