You will be assessed at the Outline Application stage, which is why we recommend you send us a Project Enquiry first, however this is not obligatory. In the Outline Application, you will be asked to provide detail about your business or organisation, the location, what the objective is, how it will be done, who will benefit (e.g how it will help the business to grow and create jobs, or what difference the project will make to the rural economy), how it will benefit other businesses (including suppliers), how much it will cost, why a grant is needed to fund it, and how much funding is needed, for how long and what the money will be spent on.
You must consider at this stage what outcomes your project will deliver, as you will need to report on these once your project is complete, should you be successful in your application. We recommend you look at the different Grant Programmes we offer and then read the outcomes that we look for under each programme. This will help you to decide if your project fits with our criteria, or whether your project would suit a different funding programme.
As part of the outline application, you will be asked to identify how your project will fit with local priorities. Information on this is provided in the section on each grant programme, just decide which programme you will apply under, and then click ‘Fit with Local and National Priorities’ on the contents menu. It can also be found in our Local Development Strategy.
We have provided a pdf of the outline application form which includes guidance within the form. Additional guidance, where it was not possible to fit into the form, can be found below. To download the pdf of the outline application with guidance, click on the link below. If you still have any questions, please contact us and we will be happy to answer any questions you may have about the form and application process.
To download the Guidance notes, please click here: Loddon and Test Outline Application Guidance Notes.
To download the Outline Application, please click here: Copy of Loddon and Test LEADER Outline Application Form. Once you have completed the form, you will need to email it to firstname.lastname@example.org,uk Please refer to Application Procedure to find out more.
Important Additional Guidance to completing your Outline Application:-
Tab 1 – Applicant and Project details
Q A6 – If you do not have a SBI (Single Business Identifier), you do not need it at the Outline Application stage. However, if you are successful and are invited to complete a full application, you will then need to register with the Rural Payments Agency and attain an SBI – full details of how to do this can be found in the Application Procedure section of this website, or click here.
Q A11 – Definition of a linked business
Two or more businesses are considered to be linked when they have any of the following relationships:-
- One business holds a majority of the shareholders’ or members’ voting rights in another.
- one business is entitled to appoint or remove a majority of the administrative, management or supervisory body of another.
- a contract between the businesses, or a provision in the memorandum or articles of association of one of the businesses, enables one to exercise a dominant influence over the other.
- one business is able by agreement to exercise sole control over a majority of shareholders’ or members’ voting rights in another.
Further guidance on what is deemed as a formal connection is provided within the guidance SME definition – user guide 2015 (2).
Q A13 – Other Public Funding
You will be asked to declare whether you/your organisation/business has received funding from EU or other public sources when you apply. You will need to explain in detail what this funding was used for and whether or not it was awarded under agricultural or industrial ‘de minimis’ state aid. For the outline application, you only need to tell us what previous funding you have received. Under ‘de minimis’ you can only receive up to 200,000 euros maximum in a 3 year period. We may have to reduce the amount we can fund you if your grant from us will likely exceed this limit and therefore the permitted amount of state aid you can legally receive. Further information about state aid is available from www.gov.uk/state-aid. Please note that Basic Payments Scheme and Countryside Stewardship payments do NOT count towards the de minimis limit. Please also note that HLF funding does not necessarily count towards your state aid allocation – please ask your previous funder for further details.
Q A26 – You do not need to type anything here. Instead, please go to the tab 2 at the bottom of the page – this opens up a financial table which you need to complete. Once you have completed this, the figures will automatically be populated within the tables in this section. We will explain how to complete the table in tab 2 in the Q B1 below.
Q A27 – If you are registered for VAT, then the answer here would be zero, as you are able to claim back the VAT so we would not pay you this as part of your grant. If your business or organisation cannot recover VAT, then please fill out the relevant section in Q B1, you do not need to type anything into this section as it will automatically populate here when you complete the detail into tab 2 (project costs and financials).
Q A30 – You must refer to the list of outcomes for the grant programme you will be applying under, please refer to ‘the difference we want your project to make’ section of this website.
Once you have completed the information required in Tab 1 (Applicant and Project details), please go to tab 2 (Project costs and financials). You will find the tabs usually located at the bottom left of your computer screen within the Excel application.
Tab 2 – Project costs and financials
Q B1 – You do not need to fill in the grey boxes, these automatically update when you fill in the white boxes.
- Under ‘type of cost’ put the exact item/s you require funding for, one item on each row.
- Under ‘Grant Rate’ put the percentage of grant to total project cost. For example, most grant programmes will only fund up to 40% of the total project cost, if this is the case for your grant programme, please fill in 40% here.
- For ‘Financial Year’ put the financial year in which you will be claiming the grant back from us. To work this out, look at which Decision Making Panel you hope to make (see timescales section of this website). Assuming you are successful at that Decision Making Panel, you would likely be able to start your project within 4 weeks from this date. You must then take into account the time it will take you to undertake your project (you can only claim the grant once items are paid for, but you can have up to 3 claim dates). If you assume that you finish your project in August 2016, then you must account for filling in the claim forms, attaining invoices, receipts of purchase and evidence of payment through your bank account. That may be within a few weeks. Then allow us up to 4 weeks to pay you, so that would put your financial year as October 2016. Please therefore put the amount you will claim into the column ‘Financial Year April 2016/March 2017’. If you are running a big ongoing project and have several claim dates, please put these into the relevant financial year depending on when you want to claim the money.
- For ‘Irrecoverable VAT’ put the amount of VAT that you will be charged that you are unable to reclaim from HM Revenue and Customs (HMRC).
- The Intervention Rate is merely the grant percentage we will pay you – this part of the form automatically updates when you complete the Grant Rate as above.
- Proposed Project Funding – this is asking you to tell us about how you will match fund the project and where these funds will come from. Please put the amount of match funding you will be contributing (private funds only are allowed to make up the percentage match we require, but beyond this you can use public funding). Tell us how much is from a loan and how much is from your own existing funds (a loan is considered as money you have to pay back, not money that is part of a sponsorship or share investors). Here is an example:- if you are applying for a grant under the ‘Growth of micro and small enterprises’ grant programme and your total project cost is £150,000 – you can only apply for the maximum grant of £50,000 and must provide 60% match funding. Therefore, your grant amount would be £50,000, your match funding amount would be £75,000 (all from private funds, and can include loans) and your other amount would be £25,000 (this could come from other grants/public funds as it is outside the 60% ‘match to grant’ ratio we require.
Q B2 – Tell us what would happen to your project idea if you did not receive grant funding. Would this meant the project would not go ahead, or would the project be delayed and if so by how long? Would the project still go ahead, but at a reduced scale or with reduced outcomes. Please provide reasoning with your answer.
Q B3 – Please describe in words the match funding financial figures you have put in the table of figues at B1. If you are receiving private loans, sponsorship or share investments etc, please let us know where your match funding is coming from. If it is savings, or a bank loan please let us know. If you are looking at a hire purchase scheme, you will need to ensure you have paid the full balance before claiming the grant from us (this tends to make this method of funding rather difficult as you only have up to year from project start date to put in a claim to us). Please tell us if your match funding is confirmed or whether you are still seeking agreements and confirmation. Please explain how you will raise the match funding if avenues explored are subsequently refused.
Q B4 – Please fill in the drop down box and tell us if you are VAT registered. If not, describe in words the VAT that cannot be recovered and why?