Energy Resilience Fund

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Page 1

Information About You

Please confirm your key contact details so we can keep in touch about this application.

First name

Last name

Your phone number

Your email address

This should not be a generic email e.g. info@

Your position

Would you like to receive news and updates from Social Investment Business including news on the Energy Resilience Fund and other SIB funds?

YesNo

Welcome to the application form for the Energy Resilience Fund.

The fund provides a package of independent energy assessment support and blended funding of loan and grant to eligible charities and social enterprises to install energy saving measures or generation technology to buildings or land (including new builds), and/ or to purchase more energy efficient or environmentally friendly vehicles or equipment.

The fund is managed by Social Investment Business, and delivered in partnership with Big Issue Invest, Charity Bank, Co-operative and Community Finance, Groundwork, Key Fund, Resonance, The Architectural Heritage Fund, Homeless Link and The Ubele Initiative.

This application form should take approximately 25 minutes to complete if you have all of the information to hand.

At the end of the application form, we will ask you to attach the following information: 

All Applications

Last 2 sets of approved financial accounts (showing figures for 3 years, if available). 
Latest set of management accounts (including P&L and Balance Sheet).  
2 year cashflow forecast including funding request and loan repayments (if available)

Building/Land applications

Title deeds or suitable written lease agreement with a minimum of 12 years remaining on it for the building/ land where you would like to install the measures.
A recent (dated within the last 2 years) and suitable independent energy assessment report or be happy to have one paid for by the Fund and carried out by one of the Funds Approved Energy Audit Suppliers.

If you are applying to install energy saving measures to a building, please also start to prepare (for the building where you would like to install the measures):

12 Months of gas and electricity bills (including solar) - including tariff information
Written consent from your organisation's governance board and, if the building/ land is leased, the landlord for the energy saving/ generating measures.
If you do not have an existing independent energy assessment, then you will also need to provide site plans for your building/land (if available) and Asbestos Register for your building (if available)

Equipment applications

Please start to prepare 3 quotes for any equipment over £20,000

Vehicles/ equipment (any non-property related assets) should be intended to be purchased and owned by the applicant organisation and to therefore sit on the financial balance sheet of the applicant organisation.

If your application is eligible, we will need these documents to be submitted within 10 working days, and we won't be able to progress your application until they have been received.

You can save your application at any time by ticking the "Save my progress and resume later" checkbox at the top/bottom of the form. To go back to a form you have previously saved, please click the "Resume a previously saved form" link at the top/bottom of the page.

Information about the fund and eligibility criteria can be found here.

If you have further questions, please contact SIB at loans@sibgroup.org.uk or one of the Fund Partners.

We have listed the fund eligibility criteria below. If you are unable to tick to confirm that your organisation meets each of the eligibility criteria, you will not be eligible for the fund so please do not continue with the application.

Eligibility Checker

	Yes
Is your organisation an eligible voluntary, community or social enterprise organisation?
Is your organisation based in England and serving communities predominantly within England?
Is your organisation constituted for social benefit and does it improve people’s lives or the environment they live in?
Has your organisation been actively operating for at least two years?
Did your organisation have an income of £100,000 or more in its last set of approved end of year financial accounts?
Does your organisation have less than 250 employees and an annual turnover not exceeding £40m and an annual balance sheet total not exceeding £35m?
Is your organisation unable to access appropriate mainstream bank lending for this specific purpose?
Is this application and the taking on of loan finance supported by your senior decision makers?

Eligible Organisations: 

Must have a formal company structure/ be incorporated and be a registered UK Charity, Community Interest Company or Community Benefit Society, or, if another legal structure, have a social object, asset lock and restriction on profit distribution written into its governing document.

Page 2

Organisational Details

What is the organisation's legal name?

I.e. The exact name registered at Companies House/ other regulator.

Does the organisation trade under a different name?

Please outline the name it trades under

Company number

Charity number

Under Company number, please include Companies House or other company registration number e.g. CIC or FCA. Please leave Charity Number blank if you are not a registered charity.

If you have a company or charity number that is shorter than the required characters, please add 0’s at the start to meet the required character count.

On what date was the organisation established? (This will usually be when the organisation was incorporated)

Note: eligibility criteria – must have been actively operating for at least 2 years.

Organisation Number & Street/Building

Town/City

County

Region

Note: eligibility criteria - must be based in and predominantly serving communities in England.

Post Code

The postcode must be in uppercase and the correct format, for example, M2 1BB, CB2 1QA or BS32 0BQ.

Organisation phone number

Organisation email address

Organisation Website

What is the organisation’s scale of delivery?

Note: eligibility criteria - must be based in and predominantly serving communities in England.

Please provide the top 3 postcode areas where the organisation works with the largest numbers of beneficiaries/ customers. Please list the largest area first – we will use this postcode for Index of Multiple Deprivation (IMD) data.

What is the primary outcome area that the organisation operates in?

Who are the primary beneficiaries of the organisation’s services?

Who are the secondary beneficiaries of the organisation’s services?

Please tell us approximately how many beneficiaries your organisation reaches each year?

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

Please tell us how many beneficiaries your organisation expects to reach if you receive funding?

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

What is the organisation's legal status?

Note: eligibility criteria - eligible organisations must have a formal company structure/ be incorporated and be a registered UK Charity, Community Interest Company or Community Benefit Society, or, if another legal structure, have a social object, asset lock and restriction on profit distribution written into its governing document. See guidance (linked on page one of this form).

You will not be eligible for this fund

Please outline more details about the 'other' type of legal status?

Is your organisation part of a Group?

YesNoGroup = when one or more companies are owned/ controlled (directly or indirectly) by a single parent company. If your organisation is part of a group structure, please answer yes.

If yes, please list the legal names of the other companies in your group

Briefly tell us about the organisation, its social aims/objectives, its target beneficiaries and its current trading activities

What was the organisation's income as per its last set of approved financial accounts?

Note – eligibility criteria: you must have had a income of at least £100k. Please just enter the income as a number (no commas or symbols).

How many full time employees does the organisation have?

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

How many part time employees does the organisation have?

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

How many volunteers does the organisation have?

Please just enter a whole number (no commas or symbols). Enter 0 if you do not have volunteers.

How many income streams does the organisation have?

Where does the organisation's primary income come from?

Where does the organisation's secondary income come from?

Where does the organisation's third income come from?

What percentage of the organisation's income does (or will) it earn from trading?

Trading income = income from the provision of goods and services i.e. income from sales, fees, contracts, and service level agreements. It does not include pure grant awards, gifts, or donations (and gift aid), unless this income is in direct return for a good or service. See guidance (linked on page one of this form).

What percentage of the organisation's income does it receive from grants, donations and gifts?

Have you ever received repayable finance before?

Have you ever received investment readiness support before?

How diverse is your organisation's board and senior management team?

We are collecting data on equalities to better understand the make-up of the organisations this fund will support.

We have a commitment to ensuring that we fully represent the diversity of the sector in our funding. The data will also feed into wider on-going Programme reporting and learning.

People who assess their day-to-day activities as limited by long-term physical or mental health conditions or illnesses are considered disabled.

What percentage of your board and senior management team are:

Women - Led

LGBTQ+ - Led

Disability (Physical or Mental) - Led

Black, Asian and minoritised ethnic communities - Led

Completion of these questions is encouraged but voluntary.

Page 3

Partner Details

Which of the following fund partners would you like to assess your application?

The partner you select will assess your application and decide whether to recommend it to the Funds Investment Committee. If you are awarded funding, they will also check-in with you periodically to see how your project is going and to collect monitoring information.

Funding Request

You must answer all of the mandatory questions below (i.e. those marked with an asterisk *).

The questions without an asterisk * are optional. However, if you can answer them e.g. if you already have an idea of how much funding you need and what you need it for, please do.

If you are unsure at this stage e.g. you haven’t yet had an independent energy assessment carried out on your building/ land so you are not sure what you need the funding for, please leave the optional questions blank.  

What would you like to use the funding for?

Can you tell us (briefly) why you are applying to the Energy Resilience Fund (100 words maximum)

This should include how you think the fund will help you to reduce energy consumption and cost in the short term and adjust to net zero over the medium and longer term.

What is the total amount of funding you are applying for? (minimum £25,000, maximum £250,000)

Please just enter whole numbers, without £, or other symbols

Loan Request

Grant Request

What length of loan are you applying for? (minimum 2 years, maximum 10 years)

Is this funding part of a wider funding package that you are raising?

Please provide further details of total funding you are hoping to raise and who the other funders are likely to be? (100 characters)

What is the main purpose of the funding?

What are you planning to spend the funding on?

We understand that the money can be spent on different things. Please choose where the majority of money will be spent.

Can you give us a brief narrative description of how you will use this funding? (100 words maximum) 

If you already have an independent energy assessment report and you know which of the identified actions you would like funding for, please list the items you would like funding for.

How quickly do you need the funding?

Please note the average assessment time is 4-6 weeks. This question is an indicator of how quickly you need the funding and not how quickly we will process your application.

Do you have existing borrowing?

Please confirm that you will be gaining consent (If required) from your existing Lender(s) to take on new borrowing from this fund?

Yes - I will be gaining the consent of lenders

Have you provided security to the lender? e.g. charge over assets

How do you plan to repay the loan element of the funding?

e.g. what source of income will you use?

Previous Funding Details

Have you already carried out any energy saving/ generation measures?

Please provide further details (if no, what were the barriers?)

Have you applied to the VCSE Energy Efficiency Scheme, led by Groundwork, for an independent energy assessment and/ or grant?

What did you apply for and what was the outcome of your application?

Have you applied to the pilot Energy Resilience Fund, led by Key Fund, for an independent energy assessment and/ or blended loan and grant?

What did you apply for and what was the outcome of your application?

Page 4

Building/Land Information

Please provide the following details for the building/land where the energy saving/generating measures will be installed, or the vehicles or equipment will be stored.

Number & Street

Town/City

Region

Post Code

The postcode must be in uppercase and the correct format, for example, M2 1BB, CB2 1QA or BS32 0BQ. We will use this postcode to calculate the Index of Multiple Deprivation (IMD) for the building/ land.

Is the building located in an urban or rural area?

Property Age

Floor area (m2)

Number of storeys

Number of rooms

Wall Type

Wall Insulation

Loft/Roof Insulation

Primary Heating System

Secondary Heating System

Gas Boiler Expiry Date

How many rooms in the building are currently in use?

EPC rating

EPC = Energy Performance Certificate

EPC level

EPC = Energy Performance Certificate

DEC rating

DEC = Display Energy Certificate

EPC Date

EPC = Energy Performance Certificate

What is the building's use?

How would you class the building

Do you have a maintenance plan in place for the building?

Does your organisation have a building manager?

Is the building listed?

Is the building/ land located in a conservation area?

Is the building a place of worship?

Please detail any restrictions placed on the building/ land that might impact on works being carried out?

(e.g. within the lease or as a result of its listed status) If there are none, please write “None”.

Current number of beneficiaries supported per annum by the building/ land, vehicle or equipment?

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

Do you expect your number of beneficiaries/activities to change post funding?

What are the current restrictions on the use of this building/ land, vehicle or equipment due energy costs or efficiency?

Hold Ctrl to select more than one

Please briefly detail the other restrictions

What are the main motivations for applying for funding for this building/ land, vehicle or equipment? (Select up to two options)

Hold Ctrl to select more than one

Please tell us about any other impact/ improvements you anticipate if you receive this funding. (100 words max)

Building Ownership

You need to either own or have a suitable written lease agreement for the building/land you would like to install energy saving/generating measures. The lease must have a minimum of 12 years remaining on it.

Do you own or lease the building (with a written lease agreement)

Time left on Lease (in years)

Please just enter a whole number (no commas or symbols). Please enter 0 if the answer is none.

Please upload the lease agreement for the building/ land you would like to install energy saving/ generating measures. Please upload a file in one of the accepted formats: Word, Excel, PDF, or common image formats (JPG, PNG). You will be unable to upload unsupported file types (such as ZIP, EXE, or other archives). The maximum combined size of attached files (across all of your uploads to this form) is capped at 25MB per form. If you have any issues uploading your files please contact enquiries@sibgroup.org.uk. We strongly recommend that you save your progress before attempting to upload any files to this form.

Please upload the title deeds for the building/ land you would like to install energy saving/ generating measures

Independent Energy Assessment

Your application must be supported by a recent (dated within the last 2 years) and suitable independent energy assessment report.

If you already have one, you must upload a copy to this application. If you don’t already have one, the fund will pay for one to be carried out by one of the Funds Approved Energy Audit Suppliers (subject to eligibility for the fund).

Do you have an independent energy assessment report for the building/ land dated within the last 2 years? 

YesNo

Please upload a copy of the Energy Efficiency Report for this building

Energy Bills

You need to provide 12 months of gas and electricity bills (including solar) so that we can understand your current energy usage. If you are successful in receiving funding, we will ask you again for energy bills 12 months after the funding is spent so that we can track any change.

Please select 'Add another bill' to provide multiple files.

Please upload your gas and electricity bills for this building covering the last 12 months

Energy Sources

Other than gas and electric do you use any other energy sources?

Please select 'Add another energy source' to provide multiple sources.

Energy source

Approximately what was the cost of that energy source in your last financial year?

Page 5

Supporting Information

Please upload the last 2 sets of financial accounts (showing figures for 3 years, if available)

Financial Accounts - set 1

Financial Accounts - set 2

Please upload your Profit and Loss (from your latest management accounts)

Please upload your Balance Sheet (from your latest management accounts)

OPTIONAL: Upload any other specific information that will help support your application

OPTIONAL: Upload a 2 years cashflow forecast factoring in the funding request and loan repayments (if available)

Submit your application

By submitting this form, you are confirming that the information contained within it is true and correct. You are also confirming that you have the authority to submit this application on behalf of the organisation.

By applying to the fund, you consent to the sharing of your details (including name, contact information and organisation details – including organisational financial information, loan details) amongst the Fund partners for the purposes of managing the fund; the Fund Partners are Social Investment Business, Big Issue Invest, Charity Bank, Co-operative and Community Finance, Groundwork, Homeless Link, Key Fund, Resonance, The Architectural Heritage Fund and The Ubele Initiative. Your details will also be shared with the investors of the Fund, Access - The Foundation for Social Investment, Better Society Capital (BSC) and their advisors, agents, contractors, and auditors, as well as the fund's suppliers where relevant and necessary. Each organisation’s data policy can be reviewed on their respective websites.

Your data will not be shared with any other third parties and will only be used for administrative purposes in relation to the fund and for its duration.

All data sharing will be in accordance with current data protection regulations.

The full privacy policy for The Social Investment Business can be found at https://www.sibgroup.org.uk/data-privacy-policy

Please confirm you have read and agree with the above statement

I confirm

As you were unable to confirm that your organisation meets each of the eligibility criteria on page one of this form you will not be eligible for the fund. Please do not continue with the application.

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