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.
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 $20,000 are reviewed monthly by committee, and groups are advised to apply two to three months before they require the funds.
Grant applications for $20,001 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.
Rationale: A simple and fast application process where applicants are required to align with at least one of BayTrust’s Priority Areas, 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 a strong alignment to our Priorities, and where demonstration of aligning to a number of Priorities 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.
This Funding Round is closed for 2021
Community Amenities Fund for applications between $100,000 to $500,000
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 Priorities. Community and Environmental Assets are defined as intergenerational assets where most of the below elements are present.
i. assets that meet an identified current and future community need;
ii. an accessible and multi–use public component;
iii. broad community support (the amenity reflects the interests of a high % of the community);
iv. local community and volunteer involvement in the project and in the ongoing operation of the amenity;
v. strong local significance or recognised historical/cultural importance;
vi. where BayTrust funding will make a material difference (>5% of total funding) to the project;
vii. that have material economic development spin-offs.
viii. That can demonstrate due consideration has been given to the project in relation to its environmental impact and energy efficiency.
We have also introduced a new component to the Fund to provide groups in the process of developing new Community Assets, and groups that own and operate existing community assets to have an capital works energy and or environmental impact audit to help determine the costs and benefits associated with more environmental and energy-efficient building opportunities and where this audit is likely to lead to a future CAF application for funding in this area.
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 in a number of BayTrust Focus Areas and have Baywide benefits.
1. Applications between $100,000 and $500,000 will be considered;
2. Applications will be decided on an annual basis by the BayTrust Board;
3. Organisations will be required to contact BayTrust staff to discuss projects prior to being provided with a link to submit their EOI;
4. The application process will be through an expression of interest with those applicants shortlisted by Trustees invited to complete a full business case;
5. BayTrust will generally only fund up to 50% of the total project costs;
6. At the time of submitting an EOI, projects must have sufficient committed funds or applications in progress that will enable the project to be completed as well as have obtained reliable and independent estimates for the work programme;
7. Projects that are not “investment ready” may be supported through a smaller grant to assist with feasibility research and other related costs to enable them to become investment ready for a future round. Such funding will not exceed a maximum of 10% of the total CAF budget for each CAF round;
8. To receive funding, all projects must have:
a) committed funding sufficient to enable completion of project;
b) a contractually committed start date that within 24 months from the EOI being submitted – after which time the approved grant lapses;
c) Clear evidence of organisational capability to deliver the project;
9. Groups can only apply for one initiative in each Community Amenities funding round;
10. Groups that have applied for or received funding within the past 12 months from BayTrust may apply, if the application is for a different project;
11. Funds may be released as progress payments;
12. Funding can be directed towards a permanent new community asset, a significant upgrade of an existing community asset or preservation of a community asset with strong local significance or historical importance. These assets are expected to be long lasting with intergenerational benefits and demonstrate they have sufficient ongoing financial support to cover ongoing maintenance and operating costs;
13. Funding cannot be used retrospectively;
14. Projects that have already commenced may be given leave to apply under the provision that any funding is used to complete the project;
15. The indicative annual timeline for the Community Amenities Fund is:
a) EOI opens – Early to mid-April each year;
b) EOI closes – 31 May each year;
c) Shortlist applications – July Board meeting;
d) Business Case / Presentations & BayTrust decisions – November or December Board meeting.
BayTrust offers two scholarships, the Dillon Scholarship and the BayTrust Bruce Cronin Scholarship
Applications for the Dillon Scholarship open on 1 November 2020 for 2021 study year.
If you have any questions please call or email Yvonne on 07 578 6546 or firstname.lastname@example.org.
4 Quick Facts About The Dillon Scholarship
The scholarship provides financial assistance to people who have significant disabilities and who will be undertaking tertiary education
The scholars may receive up to $5,000 per annum for 4 years full-time study
Applications are open only between November and mid January
BayTrust operates and funds the Dillon Scholarship
Are You Eligible to Apply For The Dillon Scholarship?
What Else You Need to Know About The Dillon Scholarship
BayTrust will award the scholarship once a year to support a masters or doctoral student carrying out research in mathematics, science or information technology that will benefit the region. The student must have ties to the geographical area that BayTrust covers. The scholarship shall be administered by the Universities NZ scholarships committee with a Trustee of Bay Trust involved in the final decision. For more information contact the University you are studying at.
The $5,000 BayTrust Bruce Cronin Scholarship is named after long-time Trust Manager Bruce Cronin in recognition of his service to the people of the Bay of Plenty.
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 Priorities and with a high level of evaluation, accountability and reporting requirements.
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 Priorities. The questions you will be asked are below:
What will the grant be used for? - Operational costs/events/capital purchases/projects
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.
Which one of our Funding Priorities best aligns with the outcomes you are trying to achieve?
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 also need to attach a comprehensive budget.
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?
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 an answer in the project details section.