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Steps to Jargon Busting

Steps to Jargon Busting

Accessing funding can be a challenging process for any group or organisation. In the last four years, with the support of Age NI's Steps to Funding workshop programme, older people's groups all over Northern Ireland have been learning how to navigate the system.

This guide is a plain English guide to the language of funding applications. Our Jargon Buster is a further resource in our efforts to demystify the funding application process.We hope it will help older people's groups on their journey to growth, independence and sustainability.

This resource has been produced as part of the Age NI Steps to Funding project funded by Comic Relief. Compiled by EJ Havlin, Age NI Age Sector Development Team.

Download Steps to Jargon Busting (PDF 430KB)


Jargon Busters

Base-Line

Context:
Application question "Give an indication of your project base-line."

Translation:
The situation before the start of your service/project. It is used to compare the state of things before you started & after you intervened.

Example:
The Group delivered iPad training. Before the first session the participants could operate a desk computer / had limited computer skills / had no computer skills. Therefore this provides a base-line for the start of the training.

Benchmark

Context:
Application question "Please outline your current benchmark against which you will measure the achievements of your service."

Translation:
Whatever standard you have already achieved, that can be compare current achievement with or set a target for. It may be about the quality of a service or how people view the service or can be statistical/numerical.

Example:
When you have run knitting classes in the past three years, all available spaces have been filled within two weeks of advertising them. This will be your benchmark and you would state that you expect this to be the same for this new crocheting class.

Budget

Context
Application question “Please outline the total budget for the activity which you are applying for this grant”.

Translation
The financial plan for your project/activity.  A list of everything you will need & an accurate cost for each item.

Example
The activity is a lunch club. The budget may include rental of a hall, provision of the lunch x number of people eating, charge of a facilitator who will spend 1 hour co-ordinating armchair aerobics before the lunch.

Beneficiaries – Direct & Indirect

Context
Application question, “Please indicate the number of beneficiaries of the project?”

Translation
How many people will benefit from participating in your project?
Direct beneficiaries are those who gain from involvement in the funded activity.
Indirect beneficiaries are those who do not participate in the the action/activity provided but who gain as a result of the involvement of the direct beneficiary. 

Example
An older person attending a lunch club = Direct beneficiary. Their Carer does not attend the lunch club but benefits from the older person going = indirect beneficiary.

Capacity building

Context
Application question “How will this grant support build capacity?”

Translation
Capacity building is the activities, resources and support which strengthen the skills and abilities of people and community groups to take action and lead the development of their community. It involves building relationships, delivering services and people taking part in community initiatives through governance.

Example
Through the provision of ‘introduction to the internet’ courses, the participants will increase their skills and build their capacity to maximise opportunities online.

Core Costs

Context:
Application question "Please outline your groups/organisation core costs."

Translation:
The costs incurred by your group incur in order to operate day-to-day. This may include rent, electricity, insurance.

Example:
The ABC Foundation will fund core costs, including salaries and overheads plus specific project costs.

Designated Funds

Context: Application question "Please provide details of your organisations income & expenditure. Any designated funds must be specified."

Translation: Designated Funds is money which must be spent in a pre-determined way. This is often money which has been awarded by another funder with the stipulation or designation to cover costs linked to a specific purpose.

Example: The application is to fund a photography project and the budget request includes tuition, equipment hire and mounting an exhibition at the end of project. The groups reserves indicate that they have some money in the bank but this money is designated funds. The designated funds have been awarded to the group by a different funder specifically reserved to deliver a healthy eating programme.

Exit Strategy

Context:
Application question "Do you have an exit strategy planned for the end of this project?"

Translation:
What plans do you have in place for progression of this project once this funding term ends: may be to seek additional funding; may be that the project is fixed term & will not continue; may be that project will earn its own income to keep going.

Example:
When you apply for funding to deliver a local history project, the plan is for the project to run for 12 sessions. Once these sessions are completed the group have no current plans to continue the project but would seek funding from another source should the project lead onto additional activities.

Full cost recovery

Context:
Application question "Please outline the full cost recovery required by this project. Please include all costs directly relating to the project plus the project’s share of any overheads"

Translation:
'Full cost recovery' means securing funding for all of the costs involved in running a project. This means that you can request funding for direct project costs and for a proportionate share of your overheads.

Example:
The ABC group runs a lunch club once a week. It does not run any other work or projects. The lunches, venue hire and any volunteer expenses are direct costs. There are no overheads. If ABC group also ran an exercise club alongside the lunch club then they would incur shared overheads for rent, electricity, insurance etc.

Governance

Context:
Application question "Please outline the Governance in place in your group/organisation"

Translation:
The leadership, systems and processes ensuring that your organisation is effective and accountable.

Example:
The ABC Foundation is governed by a constitution and a voluntary management committee who set the direction or the organisation, ensure effective management and monitor its activities. The organisation has a number of policies and procedures in place.

Governance

Context:
Application question “Please outline the management and governance structure of your group/organisation”.

Translation:
The structures, processes and procedures that control your organisation. Responsibility for governance lies with your boards or management committee.

Example:
The Group has a constitution but is not a registered charity. We have a management committee with seven members, meeting every month. The Group has an Annual General Meeting (AGM) held to present annual accounts, report on activities & select the management committee.

Impact

Context
Application question “What impact will your work/project make to older people in your community?”

Translation
The ‘Impact’ is the difference that you will make (could be benefits or changes).  It aims to highlight the focus and purpose of your work.

Example
The impact of installing a new kitchen or getting new tables/chairs for a Lunch Club could be the ability to provide a healthy meal and company for isolated older people.

In-kind support

Context:
Application question "Give us details of any contribution that you are making towards the project. Your contribution may be in kind for example, volunteer time or equipment donated."

Translation:
The support where no money is exchanged. Goods or services may be given in support of your project.

Example:
The Group has received a computer, printer/scanner to assist the delivery of its activities. This was donated by a local business who was upgrading their machines.

Marginalised

Context
Application question “How will your project or activity meet the needs of those who are marginalised in your community?

Translation
An individual or section of a community that feels excluded and powerless within wider society.

Example
A Luncheon Club will provide an opportunity for isolated (marginalised) older person to participate in their community as well as benefit from a nutritional meal.

Matched funding

Context:
Application question "Please outline how you plan to secure additional funding to match any contribution to deliver this project."

Translation:
'Matched Funding' means securing funding from more than one source to pay for the costs of a project. A funder may offer to award 50% funding based on the other 50% coming from another source (raised by yourselves or from another funder).

Example:
The ABC group wishes to deliver workshops which focus on how to get the most from your mobile phones. They apply the XYZ Trust for all the funding but are told that the XYZ Trust will support the project with 70% of the total costs providing the final 30% funding is matched/secured from another source (raised by yourselves or from another funder).

Milestones

Context
Application question "What milestones have you identified to track and measure your progress?"

Translation
Milestones are interim targets (or stepping stones) which show how far you are progressing towards meeting your target goal.  Reaching a milestone often signifies the completion of a particular stage of your project.

Example
The goal may be to produce a group newsletter, the milestones in achieving this may be: 1) Agreement on a name; 2) collation of the mailing list; 3) completion of a format & division of roles/jobs/articles; 4) production of 1st issue; 5) distribution of 1st issue.

Outcomes

Context:
Application question "Please describe your project outcomes or what will be different at the end of your project."

Translation:
Outcomes are the specific changes, benefits learning or other effects that result of your work or project.

Example:
The outcome will be that older people in the ABC community will feel less isolated as a result of accessing a range of social activities.

Outputs

Context:
Application question "Please describe your project outputs or what will be you deliver in order to meet your overall project outcome."

Translation:
Outputs are the products, services or facilities that result from project activities.

Example:
The ABC group deliver a men’s health programme with a range of walking football, picture-frame making, gardening & walking activities available which have attracted twelve people to each session.

Proposed Project

Context: Application question "Please provide the name of the proposed project."

Translation: Proposed Project is the name of the project which you are asking to be funded.  If there is no project name then give a summary of what it is proposed to spend the requested money on.

Example: The proposed project is the ‘Well-being project’ and will provide tailored walking maps indicating short walks & distances within our immediate area, plus, wildlife id workshops & supporting materials to encourage exercise. Or, the proposed project is the ABC lunch club which will support the annual running costs of our club.

Retrospective funding

Context:
Application question "A decision on your application for funding will be taken at the next grant panel meeting. It is very important that you apply well in advance of your planned project as we do not consider funding activity that has already started and costs that have already been incurred (also known as 'retrospective funding')"

Translation:
'Retrospective Funding' means providing funding for activities that have already taken place.

Example:
The ABC group wishes to secure funding for 4 bus trips in 2015 - 1 at Easter, 2 in the Summer & 1 at Halloween. The total costs for bus hire & entry fees to places of interest will be £1800. The Easter trip has already been organised & will occur before a decision has been received re: funding. Retrospective funding would be required to cover this part of the application, the other trips have not happened yet so would not be retrospective. Most funders will not fund retrospectively.

Two-stage application process

Context: Application question "The Application process has two stages. Please complete the Stage One application form. We will acknowledge whether you are successful at Stage One and ask you to complete a Stage Two application"

Translation: Two-Stage Application Process means completing an initial, short form which may ask you to briefly outline what you would like funding for, what difference the project would make and how you know that the project is needed.  It enables the funder to review whether you are eligible for funding and whether the project is one which they may consider supporting.

If successful, the initial short form (Stage One) will be followed by a larger, more detailed form (Stage Two), which invites you to provide more information about your project and how you will deliver it.

Example: The Esmee Fairburn Foundation has a two stage application process. 
1st Stage apply online competing a short description of your group, your planned project and timetable.
2nd Stage additional written application plus assessment by Grants Manager. Details of project need and delivery schedule, organisational governance: Accounts, Constitution, Committee members and previous project delivery experience and impact required.

Under-spending

Context:
Application question "Please complete the budget estimating the cost of delivering your proposed project. It is appreciated that events or costs may change requiring you to revise the budget to accommodate these changes. In all cases you are required to contact the funder, including if you incur an under-spend."

Translation:
'Under-spend' means spending less than was budgeted.

Example:
The ABC group has secured funding for their Walking Football United group to attend a competition in Edinburgh in June. The costs include travel & accommodation plus tournament fees. After securing the grant the ABC group received notice from the tournament organisers that all tournament fees were going to be covered by a sponsor. The ABC group knew that they would now have an under-spend as they would require less funding than they had originally budgeted for. They contacted the funder and were delighted to be able to reallocate the funding and spend the money on new equipment to further develop the walking football initiative locally.

Short url for this webpage: www.ageni.org/jargonbuster

Further information

Related topics

Downloads

Our Information guides are short and easy to digest, giving a comprehensive overview of the relevant topic. Information sheets and factsheets are longer with more detail, and are aimed at professionals.

You can download other guides in our series from publications

For more information: Contact E-J Havlin 07435 968 376