Illuminating the past – Enhancing the present – Inspiring the future

Friends of Canterbury Archaeological Trust 

Grant and Bursary Guidance 

FCAT will grant funds and bursaries to support the activities of CAT and its staff, within the constraints of available funding. These notes describe current practice and procedure by way of general guidance for the FCAT Committee, CAT and applicants.

1. Types of grant

The following are examples of what can be considered:

  1. One-off grants to CAT to support specified elements of its general purposes or exceptional activity.
  2. Annual grants to CAT for designated purposes eg education, the Library. The purposes of Annual Grants will be reviewed periodically by the FCAT Committee to ensure they continue to meet the needs of CAT. Exceptionally the amount payable annually may need to be adjusted to reflect changes in FCAT’s financial circumstances.
  3. Annual grants for designated purposes limited to a specified number of years, for example to support a project of fixed duration.
  4. Bursaries to Trust Staff to assist in professional development in ways which tangibly benefit CAT. FCAT is grateful for the generous contribution provided by the Donald Barron Fund towards bursaries.
  5. Exceptionally grants to non-CAT organisations for purposes which are clearly congruent with and tangibly beneficial to the interests of CAT.

2. Application process

  1. Applications for grants type a) to c) and e) will normally be submitted via the Director using Form A. The Director’s endorsement that the application is in the tangible interests of the Trust is required. It is the responsibility of the applicant to obtain the endorsement.
  2. Applications for professional development bursaries may be made by CAT staff using Form B. The application should be endorsed by the Director that the proposed activity tangibly benefits CAT. It is the applicant’s responsibility to obtain the endorsement. If the Director makes an application for a bursary, the Chair of Trustees should provide an endorsement that the application is in the interest of the Trust.
  3. In the extended absence of the Director applications can be made /endorsements provided by the Deputy-Director.
  4. Applications may be submitted at any time but submission should be timely relative to the required date of expenditure so as to allow decisions to be made in a considered manner.
  5. Applicants should be aware that if they commit to expenditure in advance of notification that a grant is to be awarded the commitment is made at their risk.

3. Decision making

  1. Applications may be declined or the sum requested agreed in whole or part.
  2. All grants will be considered in the context of forecast availability of funds.
  3. Applications for grants of up to £250 can be decided in consultation between the Chair and Treasurer of FCAT. In the event of their not being able to agree, the Vice-Chair of FCAT should be consulted for a deciding opinion.
  4. Grants in excess of £250 shall be decided by the FCAT Committee. The Chair will exercise a casting vote in the event of a tied decision. If no committee meeting is conveniently in the offing, a decision can be taken by determining a majority view via email communication by a set date.
  5. Payment of grants. Authorisation of payment of grants usually will only be given by the Treasurer on production of receipts/invoices or other appropriate proof that the agreed expenditure has been incurred. Any exceptional arrangements concerning payment must be agreed in advance with the Treasurer.
  6. Report. It is condition of the award of the grant that the recipient writes a report on the outcomes for the FCAT Committee which may be published in the Friends’ Newsletter.
  7. Queries and submission of application. Applicants are welcome to address queries in advance of application to chairFCAT@canteburytrust.co.uk

Applications can be sent electronically to the above email address; or a paper copy can be sent to/left at Canterbury Archaeological Trust, 92a Broad Street, Canterbury CT1 2LU, addressed to ‘Chair FCAT’ and marking the envelope ‘FCAT Grant application’.

If sending/leaving a paper copy, please email chairFCAT@canteburytrust.co.uk stating that this has been done so that collection can be arranged.

Chair FCAT/August 2016/final revision October 2016