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. 




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


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, GMCVO, Groundwork, Key Fund, Resonance, The Architectural Heritage Fund 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: 

  • 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).   
  • Title deeds or suitable lease agreement for the building/ land where you would like to install energy saving/ generating measures (for building/ land projects only). 
  • Recent independent energy assessment report - only needed if you already have one (for building/ land projects only).  
Please prepare 12 months of gas and electricity bills (including solar) for the building/ land where you would like to install energy saving/ generating measures (for building/ land projects only). If your application is eligible, we will request 12 months of gas and electricity bills.

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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

If you are applying to install energy saving/ generating measures to buildings/ land, you must also meet the following requirements: 

Have freehold ownership or a 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. We will require a copy of the Title Deeds/ lease agreement with this application. 

Be able to gain written consent from your organisation's governance board and, if the building/ land is leased, the landlord for the energy saving/ generating measures. We will require a copy of the written consent/s later in the application process.   

Have a recent (dated within the last 24 months) 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 already have one, we will require a copy with this application. 

If you are applying to purchase energy efficient/ environmentally friendly vehicles or equipment, you must also meet the following requirement:   

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.

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

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




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.

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




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

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




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





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

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

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



Group = 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.



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).

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

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

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





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).




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:




Completion of these questions is encouraged but voluntary.

Page 3

Partner Details

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.   


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.

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







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

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.





e.g. what source of income will you use?
Previous Funding Details






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. 




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.







EPC = Energy Performance Certificate

EPC = Energy Performance Certificate

DEC = Display Energy Certificate

EPC = Energy Performance Certificate








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



Hold Ctrl to select more than one


Hold Ctrl to select more than one

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.


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


Independent Energy Assessment
Your application must be supported by a recent (dated within the last 24 months) 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).  


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.

Energy Sources

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


Page 5

Supporting Information 
Please upload the last 2 sets of financial accounts (showing figures for 3 years, 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, GMCVO, Groundwork, 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. 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


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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