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If you have any communication support needs that make reading or completing an application form difficult or impossible, please get in touch with us at programmes@therobertsontrust.org.uk or call us on 0141 353 4321 to discuss alternative ways you can apply.

This form works best when using Chrome or Microsoft Edge.  You may experience issues if you are trying to complete this form using a tablet or Apple Mac and we would advise using a computer/laptop where possible. 
Before completing this form, please make sure you have read our guidance below:
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Please contact us for guidance on how to complete your application form.
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This form has been closed. Please contact us if you wish to apply.

Page 1 of 6

Section 1 - About your Organisation

Please provide the name of your Charity as registered with OSCR or the Charity Commission.

Please provide your Charity number as registered with OSCR or the Charity Commission. If you are a Scottish Charity, please enter this in the format SC012345.
Please enter your company number, as registered with Companies House.
Please enter your mutual society number, as registered with the Financial Conduct Authority (in the format 1234RS, or 123456R, we don't need any prefixes like MS/SP)
Please enter your mutual society number, as registered with the Financial Conduct Authority (in the format 1234CUS)

Organisation Address

·     Please provide the address your organisation is registered at. 


By unconnected we mean these people should not be related by blood; married to each other; in a long-term relationship with each other; or living together at the same address.
Warning

We consider it good practice for organisations to have at least three unconnected Trustees on their Board. As you have advised that you do not have this, we cannot consider an application from you.


OSCR and SCVO have useful resources on good governance. Your local Third Sector Interface may also be able to provide some guidance around this.


This should include all dimensions of the Fair Work Framework (effective voice, opportunity, security, fulfilment and respect) and especially around effective employee voice.
Organisation Contact

This contact must be a Trustee and someone authorised to apply on behalf of the organisation.  Their details will be used as a contact point for all automated emails from The Robertson Trust, including confirming receipt of the application and our final funding decision.



The contacts provided on this form must be different.

The emails provided on this form must be different.











Application Contact

This is the person we will contact with any queries about the application and who we expect to be the main point of contact throughout the assessment process.  


If there is a chance that they might not be available for an extended period during the next 12 weeks, you may wish to consider nominating another person.

 

Their details will be used as a contact point for all automated emails from The Robertson Trust, including confirming receipt of the application and our final funding decision.

This contact MUST be a different person to the Organisation contact noted previously.

The contacts provided on this form must be different.

The emails provided on this form must be different.











Tell us briefly about the work your organisation does including a high-level summary of its aims and main activities. It would be great to hear about your track record and recent achievements, including the difference your work has made.

Page 2 of 6

Section 2 - About your proposed work







Please include the aims, activity, outputs of the proposed work and outline the work you are applying for funding for.
It should be clear what the aims and objectives of the work are and what you intend to do, including the main activities and outputs.
You should be clear how the work can deliver impact. What is different about your approach?
How does it involve and engage the people you’re hoping to help and place experts by experience at the heart of the work?
Why do you think your approach will work?
Does your organisation have the skills, experience and capacity to undertake this work?
If this is a partnership application, outline who your partners are and what they will do.

What is the issue you are seeking to address through this proposed work?
Why is it important?
Why is there a need to address this now?
Who else is working on this issue and how are you working with them?

Include any plans for how you will share the learning from this work and how you will plan to influence the behaviour of other organisations and decision makers through the work.
Outline the difference you hope to make by which your work will be measured – please make sure these are outcomes you can realistically measure.
Outline the key audiences for the work.

Please use this section to outline your thinking on how the proposed work will aim to deliver big change that lasts in Scotland. Big change that lasts is sometimes described as systems change, strategic change, long-term change.

What we mean by big change that lasts is work that has a clear, thought-through and demonstrable potential to lead to significant impact on poverty and trauma at scale, either in general or for particular population groups or geographical areas at greater risk of poverty and trauma in Scotland.
Please see our guidance for more information.

Page 3 of 6

Section 3 - Budget



£

Accounts

If your accounts are more than 12 months old, please also provide a copy of your recent management accounts in the section below. If you are a newly registered Charity and haven't yet produced Annual Accounts we can still consider your application and will ask you to provide details of an independent referee and a recent copy bank statement dated within 3 months. Please also send us a projection showing your organisation's expected income for its first year.


It is helpful for our assessment if you can tell us here about:                                                              -      any one-off or unusual items in the accounts provided which would not                    normally feature on a year-to-year basis;

-        any large surplus or deficit recorded during the financial year;

-        high levels of Net Current Assets – if these are close to, or in excess of, your annual expenditure, it would be helpful to know if this is linked to increased planned expenditure in the next financial year;

               -     any investments listed - it is useful for us to know whether these are                           property-based, or whether your organisation could access them                                 relatively quickly to meet expenditure needs.
If you are a UK wide Charity, please provide information on income and expenditure for your Scottish operations, if available.

Independent Referee
If you are having trouble uploading files, or need to send us additional documents, you can email them to us at
programmes@therobertsontrust.org.uk. Please tell us your organisation's name and provide your application reference number, if you have one.  If you are unable to send us this form as a result of issues uploading files, please call us on 0141 353 7300. 

Page 4 of 6


* This could be a local authority funding fayre, Robertson Trust event or another funders’ event 

** Third Sector Interfaces (TSIs) provide a single point of access for support and advice for the third sector within local areas. There is a TSI in each local authority area in Scotland. 

Page 5 of 6

Programme Award Terms and Conditions

By making an application to The Robertson Trust, you acknowledge that you are authorised to apply on behalf of your organisation and agree to the following terms and conditions:



Use of data:

  1. Your organisation unconditionally authorises The Robertson Trust to:
    1. Retain, store and use the information you give us in your application and future reporting for administration, analysis, research and promotional purposes;
    2. Publish details of any financial or non-financial support given to your organisation;
    3. Pass any details obtained about your organisation through this application or through subsequent assessment procedures to external agencies, including other grant-making bodies;
    4. Use such information as part of any survey undertaken by The Robertson Trust and/or use any such details as part of any press release or publication without the need at any time to obtain the further consent or agreement from your organisation. 

Use of funds:

  1. If awarded funding, the programme award will be spent on only the purposes approved by The Robertson Trust, and only by the organisation to which we awarded funding;
  2. The programme award will not be paid until you have provided your bank details, a copy of a bank statement/letter no older than three months and you have met any other specific conditions of release, as detailed in your Programme Award Welcome Pack.
  3. The Programme Award period commences upon release of the first payment. Each Programme Award year runs for a period of 12 months from the date of release.
  4. Any (annual) instalment of the Programme Award must be used within 12 months of release unless discussed with your Programme Officer.
  5. Progress report processes will be discussed with your Award Contact (as set out in Welcome Pack)
  6. We reserve the right to contact and/or visit you to see the funded work during the life of the Programme Award.
  7. You will inform us, in advance where possible, of any significant change to the funded work, proposal or your organisation throughout the Programme Award period (even if you have not yet drawn down the award). A ‘significant change’ includes:
    1. a consequential change to your Programme Award expenditure;
    2. any change in your organisation’s legal status or constitution;
    3. any significant operational changes within the organisation that are likely to affect the funded work;
    4. any serious financial or governance issue facing your organisation;
    5. any safeguarding concern raised about your organisation, its staff or volunteers;
    6. any underspend of our award.
  8. If you are not sure whether you need to let us know about an issue or change within your organisation or the funded work, please contact your Programme and Practice Officer or email programmes@therobertsontrust.org.uk.
  9. You will inform us of any notifiable events your organisation makes to OSCR (Scotland) or the Charity Commission (England) during the lifetime of our grant or any serious incidents that meet this threshold if you are not regulated. A list of such notifiable events is available on OSCR’s website here.
  10. Any underspend of our Programme Award must be declared to us and may be refunded/repaid to The Robertson Trust.
  11. We reserve the right to withhold a Programme Award or require repayment if:
    1. You have deliberately falsified information as part of your application or reporting;
    2. The work undertaken is not the work for which the funding was approved and where we have not approved these changes;
    3. Your organisation becomes insolvent or goes into administration, receivership or liquidation and the funding has not been spent on its intended purpose.

 

We will sometimes apply additional conditions to an individual award, but these will be included in your Programme Award Welcome Pack.


Where the application and Programme Award are made electronically, the agreement between us shall be deemed to be in writing and your online acceptance of these Terms and Conditions shall be deemed to be a signature to that agreement.



Once you have completed the form and are ready to send it to us, click the ‘send’ button below. You will then be shown a preview of your completed form, which you can review to ensure you are happy with your responses.  

You can also print a copy of the form by clicking the ‘print this page’ button at the bottom of the next page. 

If you require a paper copy application for your records, you should print a copy of the form before clicking 'Confirm'. 

Once you are happy with your responses and have printed a copy of the form, if required, hit ‘confirm’ to send us the application form.  

Page 6 of 6

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