Application guidelines

If you choose to use your own application format, please ensure all questions asked in the Trust form are answered.

Please provide 10 readable signed copies of all application material (photocopies acceptable).

Receipt of your application will be confirmed by letter.

You will be informed of the Trust’s decision approximately two months after the close off date for applications. The Trust’s decision will be final and no correspondence will be entered into.

1. Details of applicant

Name of applicant/organisation/body

State the name of the individual or organisation applying for funding. This is the name of the individual or organisation, if the application is successful, which will invoice the Trust.

Amount requested

State the amount you are seeking from the Trust (GST exclusive).

Project name

If your project has a name please state it here, or if not a brief description.

Position held by applicant

State position held – (e.g. Chairman, Director or Trustee).

Address

State the address to which you want all Trust information sent.

Contact details and signature

2. Project details

Where will the project be set up?

Provide details of where the activities of the project are to take place e.g. nationwide, province, city, and town. If applicable, indicate if the location is changing from past years.

State the aims and provide specific details of the project

Describe what the project is, what it intends to achieve and what the outcomes/goals will be.

Benefits to road safety

State the measurable benefit/s to road safety from the project referring to the Government's road safety priorities as outlined in the Road Safety to 2010 strategy. State also how the project will be consistent with the New Zealand Transport Strategy insofar as it relates to road safety innovation.

3. Achieving outcomes/goals

Management of the project

Give us information that will enable the Trust to assess, if supported, that the project and its budget will be efficiently and responsibly managed. Provide a detailed work or action plan for the project that clearly shows the project stages together with the project start and completion dates.

Note: The level of detail of the application should relate to the amount of money the applicant is seeking.

Monitoring

State how the project will be monitored, indicating target dates by which specific outcomes/goals will be achieved.

Evaluation

State how the project will be evaluated in terms of achieving its outcomes/goals and providing value for money.

Note: If you claim funding for a formal evaluation of the project you will need to show how this is built into the project plan and provide the name of the evaluator and their accredited qualification.

Reporting

State the intended frequency of project reporting to the Trust.

4. Financial details

Budget

Tell us what money you already have for the project and how the rest of the money will be obtained. Include a breakdown of how the money will be used and state projected income if applicable.

Note: To assist funding decisions, a detailed breakdown of costs must be provided.

Funding details

Attach the latest audited Balance Sheet and Income and Expenditure statements from your Annual Accounts.

Please provide a copy of your Annual Report.

Please provide a copy of your latest bank statement.

Give the full name of each Trust from which the project/company/organisation already receives funds and the amounts of each of these.

If this is an ongoing project state the usual source of funding for the project.

Referees

Provide the name and contact details of organisations or individuals from whom you have received funding recently.

5. About the applicants

Status of organisation

State the type of organisation e.g. charitable trust/other. Please provide also a copy of your organisations Certificate of Incorporation and the names of all office holders and trustees.

Contact details

As stated.

Qualifications/skills

State the qualifications, accredited or otherwise, and experience relevant to the delivery of this project.

Convictions/bankruptcy

Please provide details and attach a signed and completed copy of the form PV/F2: (Request by a Third party under the Official Information Act 1982 for a copy of an Individuals Criminal Convictions held on the Ministry of Justice’s Computer Systems) (PDF, 64 KB) authorising the Trust to access all your Ministry of Justice records.

Note: Only those whose applications are successful will have their Ministry of Justice records accessed by the Trust.

Enclosures

As stated. Incomplete applications will not be presented to the Trustees.