Welcome to

Yorks and Humber Regional Network Meeting

National Update

Neil Berry

Locality Local Update

John Dawson

Welcome New Members

• Canopy Housing

Welcome New Associate Members

• Just

Welcome New Associate Members

• Craven Community and Voluntary Service

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Overview

• Who we are

• Our new strategy

• Why we have changed

• How this affects grant holders

• Overview of the new criteria

• Funding and support available

• How to apply

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Who we are

A registered

Charity

Since inception over £330m

invested in over 42,000 charities

Independently run

Income covenanted from Lloyds Banking

Group (nine year rolling agreement)

Our new strategy

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• Supporting small and medium sized charities• Committed to funding core costs

• Focus where we can make the most difference: young people and adults facing multiple disadvantage at key stages in their lives

• Flexible and longer-term funding options• More than just funding

STRATEGY 2014 - 18

CONTINUE OUR ONGOING COMMITMENT TO :

Why we have changed

Community Programme ended Feb 2014

What about the Community Programme?

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28 years £330m given 42,000

organisations supported

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Impact on Community Programme grant holders

• Grant will continue for period agreed

Current grant holders

• Check new criteria• No longer have to wait 1 year to reapply

Previous grant holders

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Our New Focus

Multiple disadvantage

Transition points

Targeted and holistic work

Breaking and preventing cycles of

disadvantage

Outcomes focused

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Our new criteria – your organisation

• Registered Charity

• 1 year track record of delivery

• At least 3 Trustees

• 1 year of published accounts

• Income between £25,000 and £1m

• Free reserves less than 12 months expenditure

• Must work mainly in England and Wales

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You must work with people aged 17 years of age and over who are experiencing at least one of the following issues:

People who have been abused or are at risk of abuse

People who are victims of sexual exploitation

People who are ex-offenders or those at risk of offending

People who are long term unemployed

People leaving care

People who are homeless

People with learning disabilities

People with mental health and well being issues

People with addictions

People who are isolated and vulnerable

People with severe financial difficulty as a compounding disadvantage

Our new criteria – the people you work with

Our new criteria – transition points

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You must work with people experiencing multiple disadvantage at one of the critical points in their life.

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• Hospitals, health authorities, hospices• Rescue services• Schools, colleges, universities• Animal charities

Type of organisation

• Capital purchases, building work• Statutory responsibilities• Medical care, medical equipment, medical research• On-line or telephone advice services• Events and short-term interventions e.g. holidays• Environmental, arts, sports • Promotion of religion

Type of work

Our New criteria – what we don’t fund

What’s available? - 3 programmes

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ENHANCE A grants plus model - offering an optional range of support to strengthen

the effectiveness of those we fund

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INVEST programme

Must be able to evidence need

Up to £25k pa for up to 6 years

Must meet focus on multiple disadvantage and transition

Will support core or project costs

Must meet at least one of the Transition Outcomes and at least one of the Progression Outcomes

Must have systems in place to monitor outcomes

Invest

INVEST programme outcomes

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TRANSITION OUTCOMES (examples:)

PROGRESSION OUTCOMES (examples)

• Safe, independent and able to make positive choices

• Improved safety

• Becoming employed • Improved physical health

• Have not re-offended (in the previous 6 months)

• Improved mental health

• Achieved accredited qualification

• Reduced isolation/increased support networks

• Progressed into or re-entered education or training

• Improved employability

• Safely managing addictions • Reduced substance misuse/addictive behaviour

• Progression into safe and suitable accommodation

• Managing a tenancy and accommodation

INVEST programme example

FROM PRISON INTO LEARNING SKILLS AND SEEKING EMPLOMENT

A charity that works on a 1:2:1 basis with high risk /multiple offenders.

Transition Outcomes : Have not reoffended

Progression Outcomes: Improved self / esteem , improved basic skills, improved employability

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Must meet focus on multiple disadvantage and transition

Where a charity has identified a specific organisational development need

Must have a clear plan of activities

Total grant of up to £15k up to 2 years

Must meet at least one of the Enable programme outcomes

Enable

ENABLE programme

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ENABLE programme outcomes

• (Including pilots; assessment of needs; user satisfaction; service reviews; project planning; collaboration with others)

IMPROVED ACTIVITIES AND SERVICES

• (Including review of board/committee policy and practice; trustee training; involving users; change management; social entrepreneurship)

IMPROVED LEADERSHIP/GOVERNANCE

• (Including business planning; fundraising strategies/income generation/ policy/procedure reviews)

IMPROVED STRATEGIC PLANNING/POLICY

• (including finance controls; human resources; management of volunteers; risk management; monitoring frameworks; impact assessment)

IMPROVED STRUCTURES/SYSTEMS

• (Including marketing and communications; website development; reaching new audiences; recruiting volunteers)

IMPROVED COMMUNICATIONS

ENABLE programme example

FROM HOMELESSNESS TO ACCOMMODATION AND LIFE SKILLS

A charity provides practical support, accommodation and work experience for homeless people and those at risk of homelessness to help them to resettle in the community

Transition Outcome: progress to safe and suitable accommodation.

Progression Outcomes: Improved physical health, Improved mental health, managing a tenancy and accommodation, improved living skills.

Enable Outcomes: Improved Leadership / Governance and Improved Strategic Planning.

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ENHANCE programme

Must be in receipt of either an Invest or an Enable grant.

Support is optional

A range of tailored support to help to strengthen the effectiveness of those we fund in reaching

disadvantaged people

Support Providers currently include: Lloyds Banking Group colleague support, Charities Evaluation Services,

Triangle Consulting and a long list of independent consultants

Enhance

How to apply

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What next?

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Successful application• Monitoring visits and reports• Continuation funding• Enhance offer if appropriate

Unsuccessful application• Feedback• Reapplying

Web address: www.lloydsbankfoundation.org.uk

Phone number: 0870 411 1223

GM’s email address:

Any questions?

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Into WorkMaxine Bowler, Heeley Development Trust

Matt Dean, Zest

Leslie Stone, Job Centre Plus

Louise Winterburn

Policy and Research Manager

Towards the election - social change and policy direction

Local by default – next steps

• Action pack for members• Developing the evidence base• Working with LA’s and Commissioners• Influencing government

Localism – Public Service Delivery

Localism – “Rights”

• DCLG – Communities in Control

• Deprived communities

• Asset ownership and BME Communities

• Research on Community Housing

Funding• Supermarket Levy

• BIG Lottery http://www.biglotteryfund.org.uk/about-big/your-voice

• Cabinet Office Sustainability Fund

Campaigns

For the Common Good

Impact of Austerity and Welfare Cuts

Who Benefits http://www.whobenefits.org.uk

End Racism in a Generation http://www.end-racism.org/

Towards the election

• Localism – equitable distribution of opportunity

• Local by default

• Mobilising communities

Social Enterprise Alliance• Working to Live - how can social

economy policies reduce unemployment?

• Well-Founded Growth - how can we improve local, bottom-up economic solutions?

• Everybody's Business - how can the private sector deliver greater social value?

• Bare Necessities - what can the social economy do to lower the cost of living?

• Public Services - how do we ensure public service reform that delivers for all?

• Finance - how can social and economic policies work as one to create a more responsible financial system?

http://www.socialenterprise.org.uk/social-economy-alliance/take-action

Policy Updates• Policy blogs and tweets

@l_winterburn

• Calls for evidence

• Policy Roundtables – local voice to national action

web: www.localitybrokers.org.ukemail: info@localitybrokers.org.uk

….to partner property professionals with aspirational community enterprises to transform land and buildings for local and mutual benefit.

… to help community asset projects get off to a good start with the support of our expert Brokers.

Locality Brokers is on a mission…

Neighbourhood Planning

How we help community organisationsBrokerage support : • Initial assessment and agree a plan• Prepare a clear and project brief,• Apply for pre-feasibility & feasibility funds if

appropriate• Advice on governance arrangements &

business planning • Advice on selection and appointment of

property professional

How we help community organisationsOnline webinars – started 25th FebMaking decisions about your project? Project governance & accountability  

What’s the process? The RIBA stages of work & communicating your project concept. Ben Downie, Director, Inkpen Downie Architecture & Design Ltd

Business plan vs building planning? Constructing a viable business plan Jonathan Platt, GCP Architects

 What if it goes wrong? Due diligence – issues for managing risk Ian Lush, The Architectural Heritage Fund

Who do we need to help us? How to choose and appoint your property professionals Lorraine Hart Community Land Use.

How we help property professionalsContract Opportunity Service• newsletter alert to current opportunities.

Brokerage support • Help you reach a clear and mutual working

arrangement with a community organisation

Directory of suppliers: Online and searchable by all.

Promotion• Blog from ‘pocket parks’ to ‘interior design’ • Advertising on the Locality Brokers website

“The support of the Broker was so important because she knew about other projects and other approaches that we could consider ...” Becky Jeffcoate, Wells Maltings Trust, Norfolk matched with local architect Rupert Kitchen of LSI Architects

What they’ve said so far:

“The Service provides an opportunity through its structured process for firms to differentiate between “wheel kickers” and those with a serious intent. As it is part of something bigger there is pressure for everyone to perform well.” Firm’s feedback to the evaluator of the pilot service

Partnering professionals with aspirational

community sector organisations to transform communities

web: www.localitybrokers.org.ukemail: info@localitybrokers.org.uk