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Funding opportunities for fund advisors

Information for Above and Beyond Fund Advisors

We have recently written to all fund advisors informing them that our new Fund Advisor's Handbook will come into force on 1st May 2014 and supersedes our previous Code of Practice. A copy of the Handbook can be downloaded from the link above and anyone requiring a hardcopy of the document should contact debbie.mcphee@aboveandbeyond.org.uk

A summary of the processes for dealing with income, spending and payments as well as the main changes from the previous Code of Practice can be found at Summary of Processes and Changes.

The following documents should be used to request funding and payments and should replace any existing documents for this purpose. All expenditure over £250 should be pre-approved either as a Grant Application or Request for Release of Funds before any commitment to that spending is made. Any Application for more than £5,000

Requesting Payment

All expenditure over £250 should be pre-approved either as a Grant Application or Request for Release of Funds available below. For requests totalling less than £250 these forms may be used at time of claim.

Form

When to use

Request for Reimbursement of Expenses -  T&S

Claiming of expenses by an individual related to travel and subsistence  (also conference registration fees).

Request for Reimbursement of Expenses -  General

Claiming of expenses by an  individual related to any purpose other than travel and subsistence

Payment Request

Should be used for the payment of companies against an invoice.  This should be used where an invoice has been provided to the fund advisor rather than the Charity

Placing Orders on Your Behalf

Order Request

To request the Charity order items as part of agreed spending.  All items over £250 should be ordered by the Charity and it is also encouraged that smaller orders are also placed this way.  IM&T and Estates quotations should be used instead of an Order Request where provided.

Pre-Approval of Expenditure

All expenditure over £250 should be pre-approved either as a Grant Application or Request for Release of Funds before any commitment to that spending is made

Request for Release of Funds

-Training

Requests for Course Fees

Requests to Attend Training Courses

Requests to attend an Academic Meeting or Conference

Request for Release of Funds

- Events

Organising Training Courses and Study Days

Organising Staff Awaydays or Events

Organising Staff Annual Party

Organising Fundraising Events

Organising Events for Patients

Grant Application Form

Applications to General Purpose Funds

Applications for Equipment

Applications for Environmental Improvements

Applications for Amenities for Patients and/or Staff

Applications for non-Research Projects (eg service evaluations)

Applications Totalling more than £5,0000 for any Purpose

Request for Release of Funds

-General

Request for items that do not fit into other categories eg Journals and books, prizes, some travel