Board of Mission and Resourcing

BOARD OF MISSION AND RESOURCING

GRANTS AND LOANS COMMITTEE

APPLICATION FOR FUNDING ASSISTANCE

The attached application form is for the following:

(a)emergency or special funding assistance (maximum limit $10,000);

(b)the Disability Access Fund

(c)Jubilee Debt Extinction Grants.

All other applications for funding must be presented as mission proposals and forwarded to the Board of Mission and Resourcing (BOMAR) via your presbytery or sponsoring body by 19 April. Proposal forms are available from your presbytery or the Mission and Resource Development Unit.

Please read notes below before completing the attached application form. Any queries may be directedto Mission Planning and Resource Unit (phone 9251 5258; fax 9251 5241).

This form is available from the Uniting Church (BOMAR) website Ideally, after downloading, the form should be saved and the necessary information inserted electronically. Once completed, the necessary church council and presbytery approvals must be obtained. Please do not send copies to the Grants and Loans Committee prior to obtaining these approvals. Sending unapproved applications does not reduce the time taken to process applications as unapproved applications will be returned.

AFTER APPROVAL BY YOUR PRESBYTERY,THE COMPLETED AND APPROVED FORM SHOULD BE SENT TO:

Ms Natalie Brown

Property & Insurance Services

130 Little Collins Street

MELBOURNE3000

Notes on completing this form

1All applications must have the approval of presbytery or relevant sponsoring body.

2ALL sections of the application form relevant to your organisation must be completed. Incomplete applications cannot be considered by the Grants and Loans Committee and will be returned to the applicant.

3Applications for emergency or special funding can be made throughout the year and will be considered at the Grants and Loans Committee meeting immediately following receipt of the application. (Meetings are scheduled at intervals of approximately 6 weeks).

4Applications for Jubilee Debt Extinction Grants must be received by 19 April. The Grants and Loans Committee will make recommendations to BOMAR on applications received to be considered at BOMAR’s June conference.

All BOMAR recommendations on funding are taken to Synod and applicants will be advised of the outcome of their applications in early October. Jubilee Debt Extinction Grants will be paid in January of the year following approval.

Please note that Jubilee Debt Extinction Grants of up to $5,000 are offered to congregations and church agencies to encourage repayment of Development Fund loans.

Applicants are required to pay 1.5 times the value of the grants off their loan in order to be eligible. This condition may be waived if the relevant presbytery considers that there are special circumstances.

Applicants should also note that Jubilee Debt Extinction Grants are not available for the reduction of Interest Free loans.

5.The attached application form is in four sections as follows:

Section A-applicant and funding details;

Section B-current financial details;

Section C-general information;

Section Dapprovals required.

Please note that further information on financial matters is available in the Resource Manual which provides information on BOMAR proposals, planning a building project, buying, selling or leasing UC property, insurance, the Development Fund, the UC Cash Management fund and other useful information. The Resource Manual is loose leaf for easy updating and replacement of individual pages and it is available to all congregations for $15 photocopying costs plus $5.00 postage. A copy can be obtained from the Mission and Resource Development Unit on 9251 5256.

Funding Application Form123/12/18

SECTION A:APPLICANT AND REQUEST DETAILS

1.APPLICANT (Please Print)
Congregation or organisation
Contact Person
Phone
Position
Address
Postcode /

Email

2.DETAILS OF FUNDING REQUEST
PURPOSE /

Amount requested

1. Operating costs
(Please go to Number 3) / $
2. Equipment
(Please go to Number 4) / $
3. Urgent building repairs
(Please go to Number 5) / $
4. Disability Access Fund
(Please go to Number 6) / $
5. Debt extinction (Jubilee only)
(Please go to Number 7) / $
3.EMERGENCY APPLICATIONS ( Please Print)
Please outline briefly reasons why congregation is facing financial difficulty
4.EQUIPMENT APPLICATIONS (Please Print)
Please provide information on type of equipment
5.URGENT REPAIR APPLICATIONS (Please Print)
Please provide details of repairs required
6.DISABILITY ACCESS FUND
PURPOSE / Amount requested
1. Upgrade toilet facilities / $
2. Installation of ramp(s) / $
3. Other (please specify) / $
7.JUBILEE DEBT EXTINCTION GRANT APPLICATIONS
(Loan details)
PURPOSE
1. Loan to which grant will be applied
(Not available for interest free loans)
2. Original purpose of loan
3. Year loan was taken out
4. Term of loan
5. Current balance of loan
6. Year(s) of previous Jubilee Debt Extinction Grants
7.How will the congregation raise the additional repayment needed to qualify for the JubileeDebt Extinction Grant?
8.Are there special grounds that may exempt the congregation from making the additionalloan repayment of 1.5 times the value of the Jubilee Debt Extinction Grant?

SECTION B:CURRENT FINANCIAL SITUATION

1.PLANNED GIVING
a)How many systematic envelopes are currently in use?
b)Date of last professionally conducted planned giving program
2.Congregation statistics / 2005 / 2006 / 2007 / 2008 / 2009
Estimate
Average at worship
Number of families
Confirmed members
Total children and youth ministry
3. Current Congregational Age profile
Age
Group / Members / Attendees
(Non Members) / Total / Any Comments
0-9 yrs
10-19 yrs
20-29 yrs
30-39 yrs
40-49 yrs
50-59 yrs
60-69 yrs
70 +
TOTAL

NB. If members/attendees are irregular, assess it on a monthly basis

4.Census / 2006
Total population in area by 2006 Census
How many of this total population are UC nominal’s according to the 2006 Census?
5. Property
(list details of property rented to generate operating income for congregation)
Property / Leased/Rented / Income / Proposed Future
1P
2P
3P
6.CURRENT CASH POSITION
a)Credit Funds / $
Development Fund
UCA Funds Cash Management Fund
UCA Balanced Growth Fund
Building/maintenance account(s)
Trusts and Bequests
Other investments (include bank credit)
TOTAL
b)Debts owing / $
Development Fund
Bank
Other (please specify)
7.TOTAL FINANCE FOR PROJECT
(for urgent building repairs and Disability Access Funding only)
Source /

Totals

Requested grant / $
Congregation funds (on hand) / $
Bequests / $
Fundraising / $
Loans / $
Property Sale Proceeds / $
Other (please specify) / $
TOTAL COST OF PROJECT / $
8.FINANCIAL STATEMENTS AND FORECASTS

Please attach financial statements for the last three years and forecasts for the next three years.Include proposed loan repayments in forecast.

TREASURER CONTACT DETAILS
Name
(please print) / Date
Address / Postcode
Phone / (bh) / (ah) / (email)

SECTION C:GENERAL INFORMATION

THE MISSION

(How will these additional funds enhance/expand your
participation in God’s action in the world?) (please Print)

LOCAL UC ACTIVITIES

(Agency, School, Drop In Centre, Other) (Please Print)

THE COMMUNITY

(Please circle as appropriate)
Type of area /

Remote

Rural

Suburban

New housing area / Yes / No
Congregation numbers
(average at worship) / 1 – 40 / 41 – 100 / 100 – 150 / 150 plus
Population of area / Less than 5,000 / 5,000 – 10,000 / 10,000 – 15,000 / 15,000 plus
Ethnic population / Less than 15% / 15% - 35% / 35% - 50 % / More than 50%
Other local churches
(all denominations) /

1

2

3

4

Local community centre /

Yes

No

Local primary school /

Yes

No

Local secondary college /

Yes

No

PRESBYTERY COMMENTS ( Please Print)

HOW IS THIS CONGREGATION / MINISTRY STRATEGIC?

SECTION D:APPROVALS

The Uniting Church in Australia (Victoria) Privacy Statement:

We will only disclose the personal information provided on this application form to those responsible for processing the application;
We will not disclose your personal information to other institutions and authorities except if required by law or other regulation;
We will remove personal information from our records when it is no longer required;
We have processes and policies to protect the personal information that we have under our control from unauthorised access, improper use, alteration and unlawful or accidental destruction and accidental loss.
Our contact details are: The Uniting Church in Australia, Synod of Victoria,

130 Little Collins Street, Melbourne, 3000

Phone: (03) 9251 5200 e-mail:

PROGRAM / ………………………………………………………………………
APPLICANT CONTACT DETAILS AND SIGNATURES
Submitted to …………………………church council at its meeting of
Signed / Position
Name
(please print) / Date
Address / Postcode
Phone / (bh) / (ah) / (email)
PRESBYTERY SIGNATURES
Submitted to ………………………… Presbytery at its meeting of
Signed / Position
Name
(please print) / Date
Address / Postcode
Phone / (bh) / (ah) / (email)
The Uniting Church in Australia (Victoria)
BOMAR
Privacy Policy Statement
The UnitingChurch in Australia Synod of Victoria (UCA) acknowledges and respects the privacy of all individuals. We support and endorse the National Privacy Principles contained in the Privacy Amendment (Private Sector) Act 2000 and will comply with these principles whenever personal information as defined by the Act is collected by us.
BOMARis part of the UCA and its purpose is to facilitate mission and ministry. BOMAR conducts its activities and functions in accordance with the National Privacy Principles as follows:
Collection and use of personal information / Personal information is collected and used by the unit for the purpose of
Processing submissions to BOMAR;
Communicating BOMAR decisions and policies to UCA presbyteries, congregations and agencies.
Disclosure of personal information / Personal information will only be disclosed to those conducting the business of BOMAR including Synod staff, BOMAR members and office bearers of the relevant presbytery, congregation or agency.
We will not disclose your personal information to a third party without your consent.
Your access / Should you wish to access our records of your personal information we will arrange it within 14 days of your written request. An administration fee of $10.00 applies.
Accuracy, up to date / We will record your information accurately and update it in our records on receipt of your written advice.
Destruction of unnecessary personal information / We conduct a review of our personal information records in January each year and remove any personal information that is no longer required.
Protection of personal information / We protect your personal information from
Improper use;
Unauthorised access;
Alteration;
Accidental destruction or loss
by restricting access to our files and database to staff responsible for conducting the business of BOMAR including the BOMAR Administration Unit, the Mission and Resource Development Unit, Accounting Services, the Property Board, the UCA Legal Office, UCA Funds Management and the UCA auditors;
Contact details / We ensure that we provide the name of our organisation and our contact details whenever we collect personal information.

Funding Application Form123/12/18