Transcript Slide 1

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
Income covenanted
Independently run
from Lloyds Banking
Group (nine year
rolling agreement)
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Our new strategy
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Why we have changed
STRATEGY 2014 - 18
• 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
CONTINUE OUR ONGOING COMMITMENT TO :
• Supporting small and medium sized charities
• Committed to funding core costs
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What about the Community Programme?
Community Programme ended Feb 2014
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Impact on Community Programme grant holders
Current grant holders
• Grant will continue for period agreed
Previous grant holders
• Check new criteria
• No longer have to wait 1 year to reapply
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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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Our new criteria – the people you work with
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
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Our new criteria – transition points
You must work with people experiencing multiple disadvantage
at one of the critical points in their life.
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Our New criteria – what we don’t fund
Type of organisation
• Hospitals, health authorities, hospices
• Rescue services
• Schools, colleges, universities
• Animal charities
Type of work
• 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
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What’s available? - 3 programmes
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
Invest
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
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INVEST programme outcomes
TRANSITION OUTCOMES
PROGRESSION OUTCOMES
(examples:)
(examples)
• Safe, independent and able
to make positive choices
• Becoming employed
•
Improved safety
•
Improved physical health
• Have not re-offended (in the
previous 6 months)
• Achieved accredited
qualification
•
Improved mental health
•
Reduced isolation/increased
support networks
• Progressed into or re-entered
education or training
• Safely managing addictions
•
Improved employability
• Progression into safe and
suitable accommodation
• Reduced substance
misuse/addictive behaviour
• Managing a tenancy and
accommodation
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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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ENABLE programme
Enable
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
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ENABLE programme outcomes
IMPROVED ACTIVITIES AND SERVICES
• (Including pilots; assessment of needs; user satisfaction; service reviews; project planning; collaboration
with others)
IMPROVED LEADERSHIP/GOVERNANCE
• (Including review of board/committee policy and practice; trustee training; involving users; change
management; social entrepreneurship)
IMPROVED STRATEGIC PLANNING/POLICY
• (Including business planning; fundraising strategies/income generation/ policy/procedure reviews)
IMPROVED STRUCTURES/SYSTEMS
• (including finance controls; human resources; management of volunteers; risk management; monitoring
frameworks; impact assessment)
IMPROVED COMMUNICATIONS
• (Including marketing and communications; website development; reaching new audiences; recruiting
volunteers)
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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
Enhance
Must be in receipt of either an Invest or an Enable
grant.
Support Providers currently include:
Lloyds Banking Group colleague support, Charities Evaluation Services,
Triangle Consulting and a long list of independent consultants
A range of tailored support to help to strengthen the
effectiveness of those we fund in reaching
disadvantaged people
Support is optional
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How to apply
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What next?
Successful application
• Monitoring visits and reports
• Continuation funding
• Enhance offer if appropriate
Unsuccessful application
• Feedback
• Reapplying
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Any questions?
Web address: www.lloydsbankfoundation.org.uk
Phone number: 0870 411 1223
GM’s email address:
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Into Work
Maxine Bowler, Heeley Development Trust
Matt Dean, Zest
Leslie Stone, Job Centre Plus
Towards the election - social
change and policy direction
Louise Winterburn
Policy and Research Manager
Localism – Public Service Delivery
Local by default – next steps
•
•
•
•
Action pack for members
Developing the evidence base
Working with LA’s and Commissioners
Influencing government
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/aboutbig/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/socialeconomy-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.uk
email: [email protected]
Locality Brokers is on a mission…
….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.
Neighbourhood Planning
How we help community organisations
Brokerage 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 organisations
Online webinars – started 25th Feb
Making 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 professionals
Contract 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
What they’ve said so far:
“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
“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.uk
email: [email protected]