BayTrust’s grants budget is allocated into four areas as per the below. Allocations to each area and the annual budget is decided by the BayTrust Board on an annual basis, noting that a degree of flexibility will be maintained between the budgets of each area throughout the year.
Rationale: A simple and fast application process where applicants are required to align with at least one of BayTrust’s Outcomes and Attributes, however due to the value of the grant, a lower level of evaluation, accountability and reporting requirements will be required from applicants. Applications for this funding round need to be submitted at least two months before you need the funds.
Rationale: 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 three to six months before you need the funds.
Rationale: This fund supports capital projects that will facilitate and enable the delivery of new, or the expansion/preservation of existing Community and Environmental Assets that align with BayTrust’s Outcome and Attributes. Community and Environmental Assets are defined as intergenerational assets where most of the below elements are present:
assets that meet an identified current and future community need;
an accessible and multi–use public component;
broad community support (the amenity reflects the interests of a high % of the community);
local community and volunteer involvement in the project and in the ongoing operation of the amenity;
strong local significance or recognised historical/cultural importance;
where BayTrust funding will make a material difference (>5% of total funding) to the project;
that have material economic development spin-offs.
The Community Amenities Fund has a staged business case application process including an initial discussion with Trust staff, followed by an expression of interest (EOI), shortlist and then a business case application with greater weight given to projects that deliver to multiple Outcomes, align to multiple Attributes and have Baywide benefits.
The indicative annual timeline for the Community Amenities Fund (From 2019 onwards) is:
Strategic Partnership Funding is where BayTrust will be looking to make a meaningful and measurable difference in the BOP through funding Strategic projects utilising a collaborative partnership approach. Applications between $100,000 and $500,000 will be considered (more for BOP wide initiatives). Greater weight will be given to projects that deliver to multiple Outcomes and align with multiple Attributes with a high level of evaluation, accountability and reporting requirements.
All applications are submitted online. 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 confirming that we have recieved it.
Grant applications up to $15,000 are reviewed monthly by committee, and groups are advised to apply two months before they require the funds.
Grant applications for $15,001 and over are reviewed quarterly by the full board and groups are encouraged to apply at least three to six months in advance of when they require the funds to ensure that their application will be reviewed in time.
Applications for both the Community Amenities Fund and Strategic Partnership Funding, are run through a staged EOI, short list, business case and presentation.
This is where you provide information about your organisation including your: official organisation name, IRD Number, names of people involved, volunteer and staff numbers, contact details, bank account details, legal details, geographic information etc.
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:
What will the grant be used for?
What will this grant enable?- 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 organisation and activities.
Anticipated start and end dates
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.
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, and the changes that you are aiming for?
Advise how many people will benefit from the project or programme, and let us know who and how old they are.
Include the total cost of the programme/project, 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/Statements.
For an application to be processed at a minimum you must include:
Pre-printed Bank Deposit Slip;
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;
You can also attach: feasibility studies, evaluation reports and supporting letters
You can include a link through to a website that shows media for Trustees to view
It is important to note that Trustees do not generally see attachments. If anything is critical to the application, you should include it as answer in the project details section.