Q What time period do you want to know our turnover for?
A Please provide turnover for the last complete financial year.
Q Our organisational turnover is generally over the £100,000 threshold but last year it was impacted by Covid, meaning it was slightly less, can I provide evidence of the proceeding years?
A We acknowledge that Covid had an impact on the turnover of a number of organisations. Therefore, if you have evidence that your organisation’s turnover was consistently higher that £100,000 prior to the 2021/22 financial year, please state this in your application and provide us with evidence of the above. Ideally, we would like to see evidence of at least two years of accounts above the threshold prior to 2021/22.
Q We normally employ a paid member of staff; however, the position is currently vacant. do we still meet the eligibility criteria?
A We would allow an application provided you intend to fill the post and are confident you can do the work while this is happening.
Q Is property included in our reserves? Would the unrestricted funds of our charity be deemed to include two properties owned by the charity? Both are vested in the Charity Commission and neither is accessible as a direct means of funding our work.
A No. Unrestricted funds don’t usually include fixed assets (properties) because, although technically you could sell the properties and release cash, if you did you wouldn’t have anywhere from which to run the services. So, no, we don’t include properties in the calculations.
Q You’ve asked for details of our organisations governance processes, what exactly do you need?
A All charities should have a constituting document. Your charity’s governing document is a legal document. It works as a rulebook, and should set out:
- its charitable purposes (‘objects’)what it can do to carry out its purposes (‘powers’), such as borrowing money etc.
- who runs it (‘trustees’) and who can be a member
- how meetings will be held and trustees appointed
- any rules about paying trustees, investments and holding land
- whether the trustees can change the governing document, including its charitable objects (‘amendment provisions’)
- how to close the charity (‘dissolution provisions’)
Please attach this to your application.
If you are not a charity, we would still expect to see a similar document as a matter of good practice.
If you are providing links to where this information is available publicly, please add all of the relevant links to a Word document, label this “governance document links” and attach it to the online application.
We also want to understand the make-up of your Board/Trustees, so please provide a document that details this or provide a link to the relevant pages on your website. You must have at least 3 unrelated trustees.
Q Do we need to provide our annual accounts with a physical signature shown in it when submitting supporting documents?
A You need to provide us with a PDF (or alternative easily accessible electronic file format) of your annual accounts, including appropriate signatures. We will also accept documents that have clearly been digitally signed by relevant individuals. We will not be able to follow up incorrect or incomplete documentation, so please make sure that the file you upload contains all the necessary information and is legible on screen at normal magnification.
Q What do you want to see in our safeguarding policy?
A Safeguarding policies usually include definitions of abuse, processes for reporting concerns, named people in the organisation responsible for safeguarding, training requirements and how decisions on DBS or Police Scotland requirements are made. There are lots of model policies that could be a useful starting point – for example, the NCVO has guidance at ncvo.org.uk/help-and-guidance/safeguarding/. The Charity Commission also has information that may be of use at gov.uk/guidance/safeguarding-duties-for-charity-trustees.
Q Our 2021/2022 accounts will not be finalised and signed by our trustees until after the application date, what shall we do?
A Please provide accounts for the last complete financial year where signed and trustee-ratified accounts are available; if not 2021/22 then 2020/21.