Access to Banking

Access to Banking
About Your Organisation
Legal name of your organisation
(The full registered name as it appears on registration documents)
Registered address

Street Address

Street Address Line 2

CityCounty

Postcode
Postcode
Which constituency area is your business located in?

Other
Main contact name for this application

First NameLast Name
Main contact email address
Main contact phone number
Business website (if applicable)
Legal form of your organisation
Please provide your Companies House or Charity Commission registration number
If you have both, please provide your Companies House number
Eligibility for the Access to Banking programme
The eligibility criteria for the Access to Banking programme are:
- all spend will be complete by February 2028
- activity will run for 3 years post-completion of the works
Your Project
What programme are you applying to?
Project Title
Project start date (proposed)

MonthDayYear
Project end date (proposed)

MonthDayYear
Date
Where will your project take place?
Please be as specific as possible
Describe what your project will do. Tell us what activity will take place and who will deliver it.

0/300
Expected timeline: please provide key delivery dates and milestones for your project.

0/250
Explain why you have selected the location you have chosen. What are the key challenges relating to access to banking in this location? Please provide evidence of need - local data, research, or feedback from the people you work with.

0/250
What would happen without this funding? Would this project happen anyway, in full or in part? (There is no right or wrong answer - we need to understand the difference this funding makes).

0/150
How will the project be sustained for a minimum of 3 years beyond the grant period?

0/200
Budget
Total project cost (£)
(Include all costs, including match funding and contributions from other sources)
Total grant amount requested (£)
(Whole £s only)
Match funding/other contributions required (£) - calculated automatically
Are you registered for VAT?
Please remove all reclaimable VAT costs when completing the budget breakdown table below.

Total project cost breakdown:

Rows	Item of expenditure	Cost (£)	How will this cost be funded?	How has the cost been calculated
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Total project cost - automatically calculated
The total project cost breakdown must equal the total project cost you gave earlier.
If this project costs more than budgeted, how will you mange the shortfall?

0/150
Does this project require planning permission or other statutory consents? If yes, please confirm what stage you are at with the planning process.

0/200
Outputs and outcomes

For each output below, enter the number you commit to achieving by project end. Enter 0 against any that are not applicable.

Rows	Target
Number of personal banking users per month (deposits and withdrawals)
Number of personal banking transactions per month (deposits and withdrawals)
Number of regular (at least once a month) users of personal banking
Number of businesses per week making deposits
Number of business banking transactions per week (deposits)
Number of SMEs using the business banking service regularly (at least once a week)
Number of hours per week of banking services provided
Number of pop-up or part-time service days delivered

If your project will deliver outputs not listed above, please add them here, along with the target number.
How will you evidence your outputs? For each output type, briefly describe how you will collect and verify the data.

0/200
What evidence or data supports your output and outcome targets, eg comparable programmes, research, pilot activity or expert advice? (We need to know the targets given are realistic).

0/200
Please describe your approach to monitoring and evaluation during the project. How will you track progress and share findings?

0/200
Delivery and Governance
Who is the lead person responsible for delivering this project? Please provide their name, job title and a brief description of their relevant experience.

0/150
Does your organisation have relevant experience of delivering similar projects? If yes, give one example: what the project was, what it achieved and when. If this is your first project of this type, please tell us how you will manage the learning curve.

0/200
Please describe your governance structure. Who has overall responsibility? How are decisions made and issues escalated?

0/200
What are the main risks to successful delivery of this project
Please upload a copy of your organisation's safeguarding policy.

Cancelof
Please upload a copy of your organisation's data processing policy.

Cancelof
Organisational information
Does your organisation currently hold Public Liability Insurance of at least £5 million?

Not applicable - please explain
If your organisation employs staff, does it hold Employers' Liability Insurance of at least £5 million?

Not applicable - please explain
Please upload a copy of the organisation's latest accounts.

Cancelof
Declarations
Data Protection

The York and North Yorkshire Combined Authority is committed to protecting and respecting your privacy. Any personal data collected will be processed by the York and North Yorkshire Combined Authority only for the purposes of contacting applicants and assessing applications. Personal data may be shared with central government departments, North Yorkshire Council and City of York Council, or any other third party organisations directly involved in the delivery of the Mayoral Investment Fund programmes. For more information about how the organisation will use your personal data, click here.
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Full name of authorised signatory

First NameLast Name
Signature
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Access to Banking

About Your Organisation

Eligibility for the Access to Banking programme

Your Project

Budget

Outputs and outcomes

Delivery and Governance

Organisational information

Declarations