Download the application form

CLIENT DETAILS FORM – SCHOOLS
PLEASE PROVIDE THE INFORMATION REQUESTED BELOW
ITEM
ABOUT YOUR SCHOOL
Name and Address including postcode:
INFORMATION
Type of School (Community, Trust, Foundation, Academy etc)
Are you part of a larger organisation? (please give details)
How many people are on your governing body?
What month and year was your school formed?
Is this school a registered charity? – If YES what is your number?
Is this school a limited company? – If YES what is your number?
School Insurance Number
Is this school VAT registered in your own name?
If YES what is your VAT number?
Landline Telephone Number/s
Fax Number (if applicable)
School main E Mail address(es)
Website Address (if you have one)
County LEA Area (eg Nottinghamshire)
Local Authority Area (eg Mansfield District Council)
DCSF Reference Number (please give all 7 digits)
Ofsted URN Number
Special Educational Needs (SEN) Total %
%
Free School Meals (FSM) %
%
Ethnicity Breakdown %
%
IDACI Score (if known)
%
IDACI Rank (if known)
NUMBER OF BOYS/GIRLS IN EACH YEAR GROUP
BOYS
GIRLS
YR 1
YR 2
YR 3
YR 4
YR 5
YR 6
PREVIOUS GRANT APPLICATIONS (SUCCESSFUL OR NOT)
Have you applied for Lottery or other grants before? If YES please provide the following details:
Fund Name
Date Awarded/Rejected
Reason for rejection
MAIN CONTACT (OFFICE MANAGER/TEACHER/BURSAR)
Full Name (Including title and middle names)
Position in organisation (eg Office Manager/Teacher/Bursar)
Date of Birth (This is a MANDATORY requirement for funders)
Home Address(if less than 3 years, please include previous address)
Telephone Number (landline)
Alternative Contact number
E-mail Address
Amount
URN/Reference No.
CLIENT DETAILS FORM – SCHOOLS
Does this person have any communication needs?
If YES what are those needs?
SENIOR CONTACT (MUST BE THE HEAD/PRINCIPAL)
Full Name (Including title and middle names)
Position in organisation (Headteacher/Principal)
Date of Birth (This is a MANDATORY requirement for funders)
Telephone Number (landline)
Alternative Contact Number
Home Address (if less than 3 years, please include previous address)
E-mail address
Does this person have any communication needs?
If YES what are those needs?
ITEM
INFORMATION
BANK DETAILS (MANDATORY REQUIREMENT)
Name of Bank
Full address including postcode
Bank Account Name
Addres bank has for this account
Sort Code
Account Number
WHOLE SCHOOL ACCOUNTS DETAILS (MANDATORY)
Date of your last set of approved published accounts (eg 31/03/2016)
Total income
Total expenditure
Amount of surplus or defict
Total uncommitted reserves (reserves that are not ring-fenced)
FOR SPORT-SPECIFIC PROJECTS
Individual sports affiliation numbers (eg Football Association)
SPORT (eg Football)
NUMBER (eg FA1234)
ABOUT YOUR PROPOSED PROJECT/S
Please give details of:
 Ideas
 Estimates or quotations that have been obtained
 Any suggested or preferred names
£
£
£
£
CLIENT DETAILS FORM – SCHOOLS
CHALLENGES / SELF EVALUATION
Does the school or surrounding community have any unique or
extenuating circumstances and or problems that would support your
project or may provide valuable supporting information or anecdotes?
Please note the circumstances can be positive or negative as the
application will be tailored to make best possible advantage of either
circumstance.
Some examples:
 Does your catchment draw from wards of high deprivation,
significant disadvantage or high levels of unemployment?
 Does your community suffer from high levels of drugs and alcohol
abuse, crime or anti-social behaviour?
 Do you have high numbers of ‘looked-after’ children?
 Do you have a high proportion of children from traveller or other
significant communities?
If the key challenges or issues are identified in the ‘School’s context’
section of your latest ‘Self Evaluation Form’ or within your ‘Self
Improvement Plan’ this would be very helpful to our consultants.
If agreeable please e mail* copies to [email protected]
COMPLETING YOUR CHECKLIST
Have you supplied all of the requested information especially the mandatory information that
funding agencies require to be completed on their application forms?
All of the information requested is required for analysis and transfer onto application forms.
Please use the ‘reminder table’ below to confirm that you have given the listed mandatory
information that is very often not supplied.
Without full and complete information we are unable to appraise your eligibility for funding and
therefore applications cannot be submitted as funders will just reject or return your applications
due to the forms being incomplete.
ITEMS
FULL NAMES (including middle names) - MANDATORY
DATES OF BIRTH (for both contacts) - MANDATORY
BANK DETAILS - MANDATORY
FINANCIAL / ACCOUNTS DETAILS - MANDATORY
Revised April 16
TICK YES - DETAILS GIVEN