Post on 26-Jun-2015
Transition FundMark Cotton
South West Head of Region
Transition Fund
Big Lottery Fund in England
Transition FundCathy Bowler
What’s it all about?
Civil society organisations, which deliver high quality public services,
are more resilient, agile and able to take opportunities
presented by a changing funding environment
Who can apply?You must be one of the following organisations:
a registered charity a voluntary and community unincorporated
charitable association a community benefit society registered as an
industrial and provident society a community interest company an organisation of another type if you operate as a
social enterprise and principally reinvest your surpluses for social benefit
Which public services?
health and social care homelessness education and training welfare to work/employment services children and families debt counselling and legal advice offender rehabilitation
Financial criteria
• You have approved annual accounts, no more than 12 months old • Your total income for that year was between £50,000 and £10
million• At least 60% of total income came from taxpayer-funded sources• At least 50% of total income spent delivering the public services• You have evidence, or significant reason to believe, that you will
experience a reduction of at least 30% of the taxpayer-funded income you receive for the public services
• Your free reserves could pay for your organisation’s total expenditure for no more than six months
Grant Size
Grants between £12,500 and £500,000 You can apply for up to 50% of the reduction in taxpayer-funded
income Mainly revenue funding - up to £5,000 of capital For activities that focus on the change and transition needed to lead
to the programme outcome:
Civil society organisations, which deliver high quality public services, are more resilient, agile and able to take opportunities presented by a changing funding environment
Example
At least 50% of total income spent on the
public services
At least 60% of total income from taxpayer-
funded sources
At least 30% loss in taxpayer-funded
income spent on public services
Max Grant is 50% of the loss in taxpayer funded income spent on public
services
£500k£600k
£150k
£75k
What will it pay for?
The majority of activities should be change activities and could include for example:
developing and redesigning existing and new services restructuring or moving to a different business model, including
redundancy costs where necessary the costs associated with moving services to or from other
organisations the costs of developing new partnerships, alliances, mergers
and/or shared services staff training getting expert advice and support.
Assessment
Reduction
Total income
Free reserves
What you should tell us
NeedWhy you need transition fundingThe impact on your end users of the public services you provideWhat your future market looks like
OutcomeHow your organisation will meet the programme outcomeYour vision of how your organisation will look after the transition
Making a successful transitionHow will you make a successful transitionRelevant skills and experienceThe services offered during and after your transition Notify us of any de minimis State Aid received in the previous three financial years
Example
• Organisation Y is heavily dependent on public sector funding and has been warned it faces significant reductions in that funding
• Without public sector funding the organisation is no longer sustainable in its current structure
• However, it knows there will be opportunities in the future and the public services it delivers are of a high quality
• It wants to develop more diverse income streams and become a viable social enterprise
ExampleTransition Fund could fund:• Creating a business plan to develop partnerships and secure funding • Redundancy costs • Staff training to ensure the organisation had the right skills to complete a
successful transition• Advice and training to develop new reporting and monitoring processes to
better evidence impact
Transition Fund cannot:• Pay for staff salaries to continue to deliver existing services and reduce
the need for redundancies• Replace lost income from public bodies until new opportunities may be
available
Timescales
If you’re successful
• Separate bank account (except a registered charity)
• Awards made between March and May 2011
• You may need to send us more information
E.g. firmer evidence of reductions in taxpayer-funded
income if you were unable to in January
• You must spend the grant and send report by end
March 2012
Next steps
• Take a look at: www.biglotteryfund.org.uk/transitionfund
• We will update questions and answers after the events• Use the eligibility checklist on the website to ensure
this is the right programme for you• Send us your application before noon on 21 January
2011• Ensure you send us all the supporting information• Please complete a feedback form today – and use it to
let us know whether you are likely to apply