The following are some hints and tips for organisations making funding applications to the Wellbeing fund and other emergency COVID-19 response/recovery funding.
We advise you read this alongside the main wellbeing fund guidance.
The guidance below is based on the experience of assessors from across Scotland in relation to the Wellbeing Fund applications, however many can be universally applied to all types of funding applications.
You can also download the tips here.
1. Read through all the guidance once and then read it again, noting the key details – for example, you can apply for no more than 20% of income. Don’t let your application fail because of a technical detail.
2. You cannot apply for more than 20% of your previous year’s income. In some cases, your last set of accounts submitted to OSCR may show a lower income than a more recent set of accounts not yet submitted. You can submit a complete draft set of accounts for the most recent financial year if it is a more accurate reflection of your income. Ensure that you note that you are submitting draft accounts in the application and why.
3. If you’re not sure if your organisation meets the requirement to be ‘independently governed’ refer to SCVO’s eligibility guidance on its membership page this is the working definition that assessors are using.
4. If it’s possible, try not to work on it alone – get another colleague or trustee/board member to read the guidance and make sure you’ve understood it correctly and discuss what you plan to apply for. You can also access funding application support via City of Edinburgh Council by emailing email@example.com
5. Read through what is and is not eligible for funding. Write down the activities that you are thinking of applying for and make sure all are eligible.
6. Be clear, detailed, and specific in the description of your activities and especially the budget.
7. Provide a concise description of your current situation, be very specific about what additional or modified services you plan to offer and clearly define your targeted vulnerable group.
8. If you’re including staff costs, explain why these costs are additional and not already covered by your existing funding and include timescales, number of staff and hours budgeted for. Many applications appear to be asking for staffing costs due to loss of income or which appear to be already be covered by other funders, this would make the request ineligible for the wellbeing fund but potentially eligible for the Third Sector Resilience Fund or the Recovery and Resilience funding from Foundation Scotland.
9. For any larger costs in your budget, give a detailed breakdown.
10. For equipment, particularly IT costs, try as best you can to provide realistic, researched pricing.
11. Read through the application from the perspective of an assessor – and, if possible, get someone else to also.
a. Does this meet all the technical criteria?
b. Are the activities that we’re applying for allowed in our governing document?
c. Do we have the correct supporting documents requested (most recent accounts, statement, and governing document?
d. Are all of the activities applied for eligible in this fund?
e. Have we described who we’re working with, why, and exactly what we’re doing clearly to someone outside our organisation?
f. Is our budget specific and detailed?