Page contents
- Idea submission templates
- Full submission templates
- Other guidance documents
- Procurement
- Environmental features of your project
Idea submission templates and guidance documents
Full submission templates and guidance documents
- Full submission help and guidance (PDF)
- Management and maintenance plan guidance (PDF)
- Cash flow template (XLS)
- Financial breakdown and balance sheet template (XLS)
- Project plan template for small grants (XLS) (for projects requesting under £100,000)
- Project plan template for large grants (XLS) (for projects requesting over £100,000)
- Post go live balance sheet template (XLS) (for projects requesting over £100,000)
Other guidance documents
Procurement requirements
Different levels of procurement documentation are required depending on how much money you plan on requesting from Your Fund Surrey. Below, we outline the 3 levels of requirements.
For all works below £9,999, we would require at least one written quote.
For all works between £10,000 and £99,999, we would require at least three written quotes.
For all works above £100,000, you should undertake a competitive tender process to arrive at the costs for your project. We require a report as part of your application including the following:
- Procurement method undertaken (e.g., quotes, competitive tender)
- If applicable, include details of the appropriate form of contract to be used
- If applicable, include a copy of the brief used for the tender
- Number of bids received
- Lowest and highest bid received
- Evaluation criteria used to evaluate bids (to show transparency and fairness in the process used, include quality criteria not just cost)
- Name of preferred supplier and price, indicating if this bid was the lowest. If you decide not to accept the lowest quote or tender received, we will need to understand why.
- Details of due diligence undertaken on the preferred supplier
Please take a look at our procurement guidance for more information and speak to the Your Fund Surrey team at yourfund@surreycc.gov.uk if you require further guidance.
Environmental features of your project
It is important that projects show that they will encourage sustainable practices and activity, and that they won't have a long term, negative impact on the environment. The Council has committed that the county will be net zero carbon by 2050. Projects will be assessed on whether the environmental impact has been considered in the following key areas:
- In construction (new build and refurbishment)
- In building use (such as ensuring efficient use of energy and water)
- Sustainability considered over project lifecycle and sustainable practices proposed/demonstrated
- Any environmental enhancements (to the site or wider than the site) or innovation
- Has the applicant considered any potential negative impacts, and have they considered how to address?
New build projects will need to ensure that they have the lowest level of impact on the environment and do not contravene with Surrey County Councils policies on becoming carbon neutral by 2050.
Some examples of sustainable measures are:
- Solar panels
- Air or ground source heat pumps
- Light emitting diode (LED) lighting
- Recycled, low carbon building materials including wood and recycled concrete
- Bike racks or electric charging points
You can find more information on Surrey County Council's Greener Futures plan by reading the Greener Futures Climate Change Strategy document.
Further information on Surrey's Greener Future, visit our Climate change webpage.
If you have any questions on how to make your project more sustainable then please contact us at yourfund@surreycc.gov.uk.