Approximately £60M. The assets were mainly property holdings, some stock market investments and a holding in her father’s library which was sold.

The Foundation has awarded over £146M in grants (as at end of 2023), supporting over 6,600 charities and schools across the U.K.  Information on our recent grant making can be found on the Past Grants page and on 360Giving.

The Foundation was established in 2000 with unrestricted charitable objectives and no request or need to maintain a permanent endowment. The Trustees decided to spend down its funds over 25 years, enabling more charitable causes to receive more support, more quickly, than would have been possible if the Foundation had maintained a permanent endowment.

We have been steadily increasing the amount awarded in grants each year and will continue this policy across the final two years with over £11.5M likely to be awarded in 2024 and £12M in 2025 for normal grant making.  In addition, we will announce some legacy grants, long under discussion, which will recognise the Foundation’s work over the years.

You can apply at any time up to the final cut off dates:

Please also refer to the specific scheme pages on our website.

Since the announcement there has been a significant upsurge in applications and competition for funding is intense.  The Foundation takes account of a number of factors when considering applications for funding and applicants should continue to check our funding priorities within the Guidelines and to present as strong a case for support as possible.

We can only consider applications for projects (or funding periods) up to the end of 2025. You will need to be able to fully spend the funds awarded and report on the use of the grant before the end of December 2025. We may be able to consider an application towards an early phase of a larger project.

All existing approved grants and payments are scheduled to be paid out and the projects completed before the closure of the grant giving programme. If you have any questions regarding your specific grant award, please do not hesitate to contact your dedicated Grant Assessor (name and contact details provided with your offer email).

You will need to be able to fully spend the funds awarded and report on the use of the grant before the end of December 2025. Please speak to your dedicated Grant Assessor (name and contact details provided with your offer email) to discuss your specific circumstances if you have any concerns.

Although we are unable to advise on other grantmaking charities you can apply to, as priorities and eligibility guidelines are continuously updating, here are a couple of resources you may be able to use to research different potential fundraising avenues:

• 360Giving
• Get Grants
• Grant Finder
• Directory of Social Change

No, we do not accept applications from individuals.

No, to apply as a charity under the Main Grants Scheme or Small Grants Scheme, you must have already gained charitable status before submitting an application.

No, we do not accept applications from Community Interest Companies.

We welcome eligible charities of all remits to apply under the Small Grants Scheme. However under the Main Grants Scheme, we stopped accepting charities with a core remit of Health in 2009.

Charities with a Turnover £25K or Less

Charities with a turnover of £25K or less are not required to submit audited accounts to the Charity Commission. Therefore, in these cases, it is fine to attach your latest finalised accounts/annual return.

New Charities

Please note that although new charities are eligible to apply, we are unlikely to support newly set up charities without a track record.  If the applying charity does not yet have a set of signed accounts, they will need to provide a copy of their income and expenditure projections for the current financial year (including information on your anticipated income and expenditure for the year, clearly showing what has been raised to date and how you expect to raise the remainder).

We would usually expect charities to have some sort of budget for the year, even if it is fairly undetailed.  At a minimum we would expect you to outline your fixed monthly costs and how you are covering them.  Ideally we need a document showing total expected income for the year (and what has been raised to date) and total expected expenditure.  Please speak to your Treasurer or person who deals with your finances to inquire about this sort of information.

Standalone mainstream nurseries/early years establishments, who hold charitable status and have a turnover of less than £150K per annum, may be able to apply to the Small Grants Scheme.  They are not eligible to apply to the Main Grants Scheme or Foyle School Library Scheme.

Standalone SEND nurseries/early years establishments, who hold charitable status, may be eligible to apply to either the Main Grants Scheme or Small Grants Scheme.

Yes – within the guidelines for each scheme (accessed via the How to Apply page), you can download Microsoft Word reference versions of application forms.  Please note that these are for reference only, and you cannot submit an application typed onto these reference documents.

You can access the links to start a new online application via the guidelines.

Please note that if successful, the Trustees may award less than the amount requested.

Multiple factors are taken into consideration with grant sizes, including the size of the organisation as a whole, the size of project you are applying for, and the type of request.  We do not have a set match funding requirement.

Within your application, we ask you for a fundraising strategy, to outline how you expect to raise any shortfall.

You can look at our past grants to gain an idea of levels at which we have awarded funding to recently.

Main Grants Scheme

The majority of under our Main Grants Scheme are expected to be in the range of £10K to £50K for revenue projects, with some larger grants possible depending upon need and purpose.

In terms of what percentage of a project cost you can apply for, this is a grey area and we do not have set in stone rules here.  The majority of requests will be applying for a contribution towards the total costs, and will be fundraising form a range of sources.  However it is it is acceptable to apply for 100% of project costs (for smaller scale projects).

Foyle School Library Scheme & Small Grants Scheme

Under the Foyle School Library Scheme and Small Grants Scheme you can only apply between £2K and £10K.

Main Grants Scheme

The Foundation is unlikely to consider a request for building related costs if your lease is for less than 20 years.

Small Grants Scheme

The Foundation is unlikely to consider a request for building related costs if your lease is for less than 10 years.

Usually, we will not accept a full capital application if the design has not completed RIBA Stage 2 and reached RIBA Stage 3 (Developed Design).

You can submit a capital enquiry form (required for building project requests £75K and over) before reaching RIBA Stage 3. But you will not be able to submit the full application until you have reached RIBA Stage 3.

We do not publicise Trustee Board Meeting Dates, as we operate on a rolling process and do not have deadlines (applications can be submitted at any time).

Once an application is received it will go to the next available meeting, which can take up to four months, occasionally longer.

Please note for capital projects seeking £75,000 or more, the Foundation will only consider these twice a year.  Therefore, it could be six months or more before we take a decision on your application.  Please note usually we will not accept a capital application if the design has not completed RIBA Stage 2 and reached RIBA Stage 3 (Developed Design).

As we do not consider retrospective costs/activities, please apply well in advance of your project start date.

We always inform applicants of the decision, usually by email, whether approved or declined.

There is nothing further you need to do at this point.  If we require any further information during the assessment process we will let you know. For the majority of applications you will not hear from us until you receive an email with the Trustees’ decision.

Once you submit an application, you will receive an automated email confirmation.  This email is sent to the email address you created your account with (if you do not receive this email, please see the ‘Why am I not receiving emails from The Foyle Foundation?’ question below in the ‘Online Accounts (technical questions)’ section).

Yes, we always inform applicants of decisions, usually by email, whether your application is approved or declined.

All of our schemes are highly competitive; we unfortunately receive many more applications than we are able to fund.

The primary contact should be the person who is taking responsibility for the application – this is the person we will contact if we require any further information while assessing your request, and then the person who should take responsibility for spending any grant made, and providing any post payment requirements. If the primary contact should need updating once an application is submitted, or once any grant is awarded, please contact the Foundation to let us know (admin@foylefoundation.org.uk).

The secondary contact must be an additional alternative contact to the primary contact.  A direct email address and telephone number must be provided for them; if possible, it should be a work email address/telephone number rather than personal.   The secondary contact must not be related to the primary contact.

Charities (Main Grants Scheme):

The secondary contact should be the head of the organisation (unless already the primary contact, in which case it should be a member of senior leadership or a Trustee).

Charities (Small Grants Scheme):

The secondary contact should be a Trustee (if the primary contact is also a Trustee, an alternative Trustee should be provided).

Schools:

The secondary contact should be the Headteacher (unless already the primary contact, in which case it should be a member of senior leadership).

Where Word Limits do not Apply

Please note that where we purposely do not have a word limits, this is to allow applicants the space to give us the information necessary to explain the project and the need for funding.  We receive applications from many different types of organisations applying for projects that vary widely in size and scale; open limits are there so you can write what is necessary to allow us to understand your project and your case for support, however, please always summarise information, keeping your answers relevant, clear and succinct.

Where Word Limits Apply

Word limits should be seen as a limit, not a target.  We only want you to reach the limit if it is necessary to in order to describe the information adequately.  Please always summarise information, keeping your answers relevant, clear and succinct.

A message will appear advising you to read the guidelines before starting the application – it is possible you are ineligible to apply so please have another read through of the guidelines.  After reading the guidelines again, if you are eligible to submit an application, use the link within the guidelines to start an application again and take care to answer pre-application questions correctly.

Once you start an application, you have 120 days to complete and submit it.  This is because application forms are periodically updated, and we need current and up to date information from you.

If 120 days passes before you submit your application, unfortunately you will need to start your application again.  During the 120 days you had to work on your unsubmitted application, each time you made any updates and saved and closed the form, you would have received an email with your application to date, which you may be able to use to copy and paste text into a new application form, if the information is still current and correct.

No, you are only eligible to submit one application at a time.  Information on when you can make another application is detailed within the guidelines (accessed via the How to Apply page).

Main Grants Scheme:

If a previous application was declined, the charity is eligible to reapply 12 months after the previous request date.

If a previous application was approved:

• where a grant of less than £75,000 had been awarded, the charity is eligible to apply to the Foundation 12 months after the approval date (providing all requirements of last grant are fulfilled). However, please note that once you have received a grant from The Foundation you may not be a priority for funding in the following year.
• where a grant of £75,000 or over had been awarded, the Foundation will not normally accept a further application within three years from the date of the final instalment (providing all requirements of last grant are fulfilled).

Foyle School Library Scheme

If a previous application was declined, the school is eligible to reapply 12 months after the previous request date.

If a previous application was approved, the school is ineligible to apply to the Foundation for three years after the approval date due to intense competition for limited funds.  If the school has experienced significant change, on occasion we may consider a reapplication before three years, but this should be discussed with the Foundation Grants Team prior to submission.

Small Grants Scheme

If a previous application was declined, the charity is eligible to reapply 12 months after the previous request date.

If a previous application was approved, the charity is eligible to reapply to the Foundation from 12 months after the approval date (providing all requirements of last grant are fulfilled).  However, please note that once you have received a grant from The Foundation it is unlikely that you will be a priority for funding in the following year.

Yes, all charities must provide a safeguarding policy, that has been reviewed within the last 12 months. The policy must show the last reviewed date within the actual document, rather than just in the title.

This is required even when a charity does not have direct contact with vulnerable adults or children and young people. Safeguarding policies should be in place to protect from harm all people who come into contact with the charity (including trustees, volunteers, staff and users/beneficiaries of the organisation).

We mean that applying organisation should be registered and operating in the U.K. (this includes England, Norther Ireland, Scotland, Wales, the Channel Islands and the Isle of Man).  

We cannot accept applications from the Republic of Ireland.

If the applying organisation works overseas as well as the U.K., they are eligible, as long as the request is towards a U.K. project.

Registered charities includes:

• Standard registered charities (charities registered with the Charity Commission for England and Wales, the Charity Commission for Northern Ireland or the Scottish Charity Regulator)
• Charitable incorporated organisations (CIOs)
• Charitable Community Benefit Societies (with asset lock)
• Excepted charities (including churches and scout/guide groups with an income of less than £100,000)
• Exempt charities (for example major national museums)

We cannot accept applications from:

• Community Interest Companies (CICs)
• Not for Profit Organisations
• Social Enterprises
• Community Amateur Sports Club (CASC)
• Individuals

We would consider a charity that has been in existence for less than a year or two to be a newly set up charity.  Note that we take into consideration when the organisation was originally established, rather than when the organisation gained charitable status, for example, a charity that gained it’s charitable status very recently, but was already established in another form previously (such as a not for profit or CIC), would not be seen as newly set up.

Schools include:

• Maintained schools
• Academies
• Free schools
• Grammar schools
• Special educational needs schools
• Pupil referral units

Please note that if a school requires parents to pay fees, we can only accept applications from special educational needs schools.

We  cannot accept applications from:

• Private/independent mainstream schools
• PTAs (including those that have registered as a charity; applications need to come directly from the school)

We mean state funded sixth forms and further education colleges.

• Dedicated SEN nurseries
• Dedicated SEN schools
• Dedicated SEN colleges
• SEN charities providing educational support for children and young people (0-25)

By core remit, we mean the main focus of your charity as a whole (not just the project you are applying for).

Core Remit in Relation to the Main Grants Scheme

Under the Main Grants Scheme, where we only accept applications from charities with a core remit of the Arts or Learning, if your core remit is not the Arts or Learning, but you would like to apply for an Arts or Learning project, please contact the Grants Team (mgs@foylefoundation.org.uk) to discuss if we would be able to consider an application by exception, before applying.

When we refer to annual turnover, we take into consideration either the total income or total expenditure figure for the last complete financial year, whichever is the larger figure.

Turnover in Relation to the Small Grants Scheme

Under the Small Grants Scheme, where we only accept applications from registered charities with an annual turnover of less than £150K, if your annual turnover is less than £150K as outlined above, but you expect it to exceed this amount in your current financial year, although still eligible, we would discourage you to apply.

If your turnover has only exceeded £150K for one or two years, for an exceptional reason (usually fundraising for a capital project), we can normally accept this if your turnover is expected to reduce back to £150K or less, but please make this clear within your application.

Please note that if successful, the Trustees may award less than the amount requested.

Multiple factors are taken into consideration with grant sizes, including the size of the organisation as a whole, the size of project you are applying for, and the type of request.  We do not have a set match funding requirement.

Within your application, we ask you for a fundraising strategy, to outline how you expect to raise any shortfall.

You can also look at the list of recent grants awarded to gain an understanding of our normal grant making and grant sizes.

Main Grants Scheme

The majority of grants under our Main Grants Scheme are expected to be in the range of £10K to £50K for revenue projects, with some larger grants possible depending upon need and purpose.  Our higher grants are generally allocated towards capital projects and range from £10K (for small scale works) up to £500K (for major capital projects).

In terms of what percentage of a project cost you can apply for, this is dependent on a number of factors.  The majority of requests will be applying for a contribution towards the total costs, and will be fundraising from a range of sources.  However it is it is acceptable to apply for 100% of project costs for smaller scale projects.

Foyle School Library Scheme & Small Grants Scheme

Under the Foyle School Library Scheme and Small Grants Scheme you can only apply for between £2K and £10K.

We are not year on year funders, and make one off grants. Applicants can still apply again when eligible, but recent funding is taken into consideration.

Capital Costs

These are building costs, such as refurbishing toilets/kitchens/halls, upgrading of lighting/heating systems and major refurbishment/building projects.

Core Costs

These are general running costs such as rent, bills, salaries etc.

Equipment Costs

These are costs for items to be purchased and can vary widely depending on the type of organisation applying.

Project Costs

These are costs towards a particular project/activity the organisation is hoping to undertake.

We do not consider requests towards expenditure that has already been spent (or would have already been spent by the time your application goes to board).  We can only accept applications towards expenditure that would be incurred after the approval date.  As applications can take up to four months to be assessed, occasionally longer, we recommend you apply well in advance of your need for funds.

We recognise that some circumstances, such as with larger capital projects, the wider project may have already started at the point of application, but the requested funds are towards a specific later phase of works.  In these cases, the phases (what they involve, their timeframes and costs) should be made clear within your application, including which phase/elements you are application is towards.

This can be a grey area.  However if the charity is in receipt of regular public funding (including ACE NPO funding), then this is likely to be a contributing factor to making the organisation less of a priority for the Foundation for core funding, as this support is aimed at charities with no, or without significant, public funding.  If in receipt of regular public funding we would normally encourage you to apply for more specific support (e.g. programme or equipment funding, rather than core funding).

This can be a grey area.  We take levels of reserves into account both in terms of considering an organisation’s level of immediate financial need, but also in considering an organisation’s future sustainability.  Your level of free reserves might be a contributing factor to making the organisation less of a funding priority for the Foundation if it is equivalent to more than three months worth of annual expenditure.

Within the Foyle School Library Scheme Guidelines, we state that we will not fund textbooks or curriculum books.  We can fund non-fiction books for the school library which happen to touch on curriculum areas taught at the school, but we cannot fund books that are primarily for use in curriculum teaching in the classroom.

You and the secondary contact will receive an Approval Letter and Terms & Conditions (as well as a Grant Information Sheet).  You will need to carefully read through these and then log onto your online account to submit the Terms & Conditions.

At various points during the life of your grant, we will request information via your online account (you will receive emails to alert you when information is required).

All applicants will need to provide their Terms & Conditions and Banking Details.

There may be some additional requirements that we need to obtain before we can schedule your payment (these will always be listed within your Terms & Conditions).

Once all of these pre-payment requirements are been received satisfactorily, we will add a final ‘Pre-Payment Confirmation of Banking Details’ requirement (to confirm the banking details previously submitted) which will need to be submitted before your payment can be released. An email with the banking details will be sent to both the primary and secondary contact.

All of the above needs to be received around two weeks before the scheduled payment date, in order to make that payment run.

We make payments online.  Your provisional payment date will be listed in your  Terms & Conditions (however this is subject to change, especially for pledged grant offers).  The majority of payments will be made within two months of the approval date.  If the provisional payment date is further in the future, this will usually be because of a later project start date. 

Payment runs usually occur at the end of the month, but we need to have everything we need to schedule your payment around two weeks before this payment date.

Once a payment has been made, we will send you an email to let you and the secondary contact know when the payment has been released.  This email will ask you to log onto your account to submit a Payment Receipt.

Post-payment requirements will be listed within your Terms & Conditions.  What we will require depends on the scheme and grant size.  We try to keep our requirements proportional to the type and size of grant.

We will send you an email to let you know once we have received everything we need in relation to your grant.  At this point, you can check scheme guidelines for details on when you can reapply, however please note that recent funding is taken into consideration, so even when you are eligible to reapply, you may not be a high priority after recent funding.

1. Here is the link to create a new account. which will open a ‘New Applicant?’ webpage.
2. Type in your email address, and confirm it (they must match in order to proceed).  Please take extra care to ensure you type your email address correctly, as if you type an incorrect email address, as long as they are the same both times, an account will be created under an incorrect email.
3. Type in a password which contains at least 12 characters (with at least three of the following character types: lower case, upper case, number, special), and confirm it (they must match in order to proceed).
4. Click ‘Continue’.
5. You will be taken to your account.  You cannot start a new application from within your account; your account is where you can access in progress or submitted applications.  To start a new application, please see our ‘How To Apply‘ page.
6. You will receive an email to confirm you have created a new account within a few minutes (please also check your Junk/Spam email folder).  If you do not receive this email, please do not proceed as it is possible you could have created an account under an incorrect email address.

Potential Error Messages when Creating New Account

1. Invalid e-mail or password. This usually occurs when you are trying to create an account under an email address that has already been used to create an account.  If this is the case, please log into your existing account (click on ‘Forgot Password?’ if necessary) rather than creating a new account.
2. Please provide a valid e-mail address. An example of the valid format is grantseeker@organization.org.
3. Your password must be longer than 12 characters
4. The password must contain at least three of the following character types: Lower case, Upper case, Numeric, Special (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)

1. Here is the link to log into an existing account, which will open a ‘Please Sign In’ webpage.
2. Type in your email address.
3. Type in your password.  If you cannot remember your password, click on ‘Forgot Password’ and follow the direction.
4. Click ‘Login’.
5. You will taken to your account.  You cannot start a new application from within your account; your account is where you can access in progress or submitted applications.  To start a new application, please see our ‘How To Apply‘ page.

Potential Error Messages when Creating New Account

1. Invalid e-mail or password. This usually occurs when you are using an incorrect password to log into an existing account (in which case, please click on ‘Forgot Password?’ and follow direction), or when you are trying to log into an account that does yet not exist (in which case, please ‘Create a New Account’).  If you are unsure if an account already exists under the email address you are using, you could attempt to create a new account (you will not be able to if an account does exist) and you could try ‘Resetting Password of an Existing Account’ (you will not be able to if an account does not exist).
2. The password must contain at least three of the following character types: Lower case, Upper case, Numeric, Special (!”#$%&'()*+,-./:;<=>?@[\]^_`{|}~)
3. Your password must be longer than 12 characters
4. Your account is not accessible at this time. Please contact us for further assistance.  This usually occurs when your password needs to be reset from our side.  In these cases, please email admin@foylefoundation.org.uk to confirm you are receiving this error message and request we reset your password.

1. Here is the link to the to reset a password of an existing account, which will open a ‘Forgot Password’ webpage.
2. Enter the email address you set up your account with.
3. Click ‘Send Password’.
4. You will be taken to a ‘Please Sign In’ webpage, with a message in red stating “If the e-mail address entered belongs to a valid account, a temporary password is on its way. Check your inbox.”.  You can close this webpage now.
5. You should receive a ‘Password Reset’ email within a few minutes (please also check your Junk/Spam email folders).
6. From the ‘Password Reset’ email, click on the link provided which will open a new ‘Account Log In’ webpage.
7. Enter your email address.
8. Enter the automated temporary password (provided in the ‘Password Reset’ email).  Note that if you clicked the ‘Forgotten Password’ and ‘Send Password’ links more than once, you must use temporary new password from the most recent email you have been sent).  It can be easiest to copy and paste the automated temporary password to ensure it is entered correctly.
9. Click ‘Log In’ which will open a ‘Change Password’ webpage.
10. Enter your ‘Current Password’ (which is the automated temporary password).
11. Enter your ‘Password’ (which is your new desired password).  It must contain at least 12 characters (with at least three of the following character types: lower case, upper case, number, special).
12. Enter ‘Confirm Password’ (which is your new desired password, which must exactly match the ‘Password’).
13. Click ‘Update’.  Your password will now be updated.
14. You will be taken to your account and will be logged in.
15. You will receive a ‘Password Update’ confirmation email.

Note: If you try to reset a password under an email address that has not already been used to set up an account, you will not receive the ‘Password Reset’ email.  If you have not already created an account, please create a new account.  If you have created an account, but you are not receiving the password reset emails, please see ‘Why am I not receiving emails from The Foyle Foundation’ question.

If you wish to delete your account, please email us (admin@foylefoundation.org.uk) to request your account be deleted.

Emails sent from our grantmaking system are generated from mailuk@grantapplication.com or mail@grantapplication.com.  The Foyle Foundation email domain is foylefoundation.org.uk.

If you are not receiving emails from any of the above, check your Junk/Spam email folder.  If email/s are found here, please mark them as ‘Not Junk’ so future emails do are received into your inbox (right click the email, then click on ‘Junk > Not Junk’)

If you do not find our email/s in your Junk/Spam email folders please add the above email addresses to your email safe senders.  To do this in Outlook (versions may vary), you need to:

– On the Ribbon, from the Home tab, in the Delete group, select Junk.

– From the drop-down list, select Junk E-mail Options.

– Select the Safe Senders tab.

– Click Add.

– In the ‘Add address or domain’ dialog box, type an email address or domain.

– Click OK.

– In the Junk E-mail Options dialog box, click Apply to save your changes. Emails from this sender will now be prevented from automatically going to your Junk E-mail folder.

If your organisation uses any additional computer/email security software (e.g. Mimecast), please ensure that the email addresses and domain above are added to the ‘safe/permitted’ lists.

Note that the system we use cannot currently verify email addresses when creating an account, so unfortunately is it possible to create an account under an incorrect email address you do not have access to (with a typo in it for example). Therefore, please take care to ensure your email address is correct when creating your account, and ensure you receive the initial account created email as confirmation. Within a created account, you can see the email address it is linked to in the top left hand corner.

IGAM (online application system) is operated by MicroEdge which conforms to strong industry compliance and security standards.

To Start a New Application:

Links to start new applications are located at the end of our guidelines.  You can access guidelines via the ‘How To Apply’ page.  Please ensure you read the guidelines carefully before starting an application.

Note: To start a new application, you must have an account.  The links to start a new application will first ask you to log into your account (if you do not yet have an existing account, you can click on ‘New Applicant?’ below the email field, or here is the link to create a new account).

To Access an In-Progress Application (application already started but not yet submitted):

Once you have already started an application, you can access it again to continue working on it via your account.  Ensure ‘In Progress Applications’ is selected in the ‘Show’ dropdown options (to the right of the screen).

Each time you open your application, and then save and close it, you will be sent an email to confirm, which includes a copy of your application to date.

From the date you start your application, you have 120 days to complete and submit it.

To Access a Submitted Application:

Once you have submitted an application, you can access it again to view it via your account.  Ensure ‘Submitted Applications’ is selected in the ‘Show’ dropdown options (to the right of the screen).

Once an application is submitted, you will be sent an email to confirm, which includes a copy of your application to date.

Once an application is submitted, it cannot be edited.  If you need to provide any updates, please email the Foundation (admin@foylefoundation.org.uk).

Once we receive an application, we use Requirement Forms to request information from applicants – these are published to your online account.  This could be while we are reviewing your application, before a decision is made, or after a grant is awarded (if application is approved).

To Start a New Requirement:

When requirements are published to your account, we will send you an email to let you know.  You will need to log into your account, and click on the ‘Requirements’ tab (towards the top left-hand side of the screen, next to the ‘Applications’ tab).

Ensure ‘New Requirements’ is selected in the ‘Show’ dropdown options (to the right of the screen).  As soon as you have opened and saved an closed the requirement once (even if no updates have been made), it will then show in ‘In Progress Requirements).

To Access an In-Progress Requirement (requirement already started but not yet submitted):

Once you have started a requirement, you can access it again to continue working on it via your account (click on the ‘Requirements’ tab (towards the top left-hand side of the screen, next to the ‘Applications’ tab).

Ensure ‘In Progress Requirements’ is selected in the ‘Show’ dropdown options (to the right of the screen).

Each time you open your requirement, and then save and close it, you will an email to confirm, including a copy of your requirement to date.

The due date for your requirement is listed next to your requirement within your account.

To Access a Submitted Requirement:

Once you have submitted a requirement, you can access it again to view it via your account (click on the ‘Requirements’ tab (towards the top left-hand side of the screen, next to the ‘Applications’ tab).  Ensure ‘Submitted Requirements’ is selected in the ‘Show’ dropdown options (to the right of the screen).

Once a requirement is submitted, it cannot be edited.  If you need to provide any updates, please email the Foundation.

When requirements are published to your account, we will send you an email to let you know.  The email will details what is needed and when the requirement is due.

Within your account, in the ‘Requirements’ tab (towards the top left-hand side of the screen, next to the ‘Applications’ tab), you will be able to see all of your requirements.  Note that if no requirements have been published to your account, there will not be a ‘Requirements’ tab.  There is a ‘Due’ column which will show the date you need to submit your requirement by.

1. Within your account, to the right of the application/requirement, under the ‘Action’ column, click the ‘Transfer to new owner’ button (it’s the symbol with the little person and two rounded arrows; if you hover your mouse over them, the action text appears).
2. A new ‘Transfer to new owner’ generate email window will appear.
3. Type in your name, and the email address of the account you wish to transfer to. You can click on ‘Check Email’ to see if an account already exists for the account you want to transfer to (if it doesn’t, an account under this new email will be automatically created and an email sent to inform them, with a temporary first time access password, which they will be asked to change when they first log in).
4. The transferred account email address will receive an ‘Application/Requirement Transfer’ email, asking them to log into their account to complete the transfer.
5. Once they have logged into their account, they will see the application/requirement and under ‘Action’ they will be able to ‘Accept Transfer’ or ‘Decline Transfer’. The application will be listed as a ‘Viewer – Transfer Requested’ until they accept, at which point it will be listed as ‘Owner’.

If transferring an application, and it is ‘In-Progress’ (not yet submitted):

• Please ensure that the contact details within the application are updated if necessary.

If transferring an application, and it is ‘Submitted’:

• If the contact details which were provided in your application need to be updated, please email us to (admin@foylefoundation.org.uk)
• If any requirements for this application have already been published to the old account, you will also need to transfer these individually if you want access to them in the new account.

Note: If requested, we can transfer submitted applications or requirements on your behalf (you can email admin@foylefoundation.org.uk to request).  However we are unable to transfer an in-progress application on your behalf.

Within your account, to the right of the application/requirement, under the ‘Action’ column, click the ‘Click to email a copy of this application’ button (it’s the envelope symbol; if you hover your mouse over them, the action text appears).  Or from within an opened in progress application/requirement, click on the ‘Email Draft’ (towards the top right-hand side).

This will open a ‘Send Email’ window where you can enter your name, and the email address you would like to send the application/requirement to, and then click ‘Submit’.

Note that each time and save your application, you will receive an email with a copy of your application to date.

Viewers have access to read your application, but they cannot make changes to it.  You can have multiple viewers of one application, but the application can only be linked to one email account with access to edit.

Within your account, to the right of the application/requirement, under the ‘Action’ column, click the ‘Manage Viewers’ button (it’s the eye symbol; if you hover your mouse over them, the action text appears, and it also shows you the number of viewers your application/requirement has).

This will open a ‘Manager Viewers’ window where you can enter the email addresses you would like to add as viewers.  You must click, ‘Add Viewer(s)’ to the right of the field.  If you enter an email address that does not already have an existing account linked to it, a new account under this email address will be created (an email will be sent to the email address to inform them, with a temporary first time access password, which they will be asked to change when they first log in).

If you wish to remove a viewer the ‘Manage Viewers’ window, you can tick added viewers and click on ‘Remove’.

From within an opened in-progress application/requirement, click on the ‘Email Draft’ (towards the top right-hand side).  This will open a new tab with your application/requirment, which you can either right click and print, or you can copy and paste to a Microsoft Word document.

If you open a submitted application/requirement, it will automatically open in this printer friendly way.

The maximum size for all attachments combined is 25 Mb.  Please note that files with certain extensions (such as “exe”, “com”, “vbs” or “bat”) cannot be uploaded.

To add an attachment, you first need to click on ‘Choose File’.  This will open your ‘Files’ window where you can browse for and select your file.  Click ‘Open’.

You then must click on ‘Upload’ to complete the process.  Once uploaded, you will see the file name, the date it was uploaded, and the size of the attachment, with an option to remove it.

When entering Number Fields, the number alone needs to be entered, without commas, percentage signs, dashes or slashes or decimal points (percentages will need to be rounded to the nearest whole number).

If a number is entered with any of the above, the system will recognise this as an error and the following error message will appear: This is not a valid number between -2,147,483,648 and 2,147,483,647.

Unfortunately once a number has been entered with an “error” you can’t just correct it, as the field has to be “reset”.  To do this, the incorrect number needs to removed all together and then the page refreshed (either by saving and closing the application and reopening it, or by clicking into the next page of the application form and then going back).  Once this is done and the field is “reset”, then if the number is entered a number without an error, it should now be accepted.

When entering Date Fields, it can be best to use the calendar icon, and then update the year (some internet browsers are in American date format, so this will ensure entered correctly both in date and format).

Unfortunately once a date has been entered with an “error” you can’t just correct it, as the field has to be “reset”.  To do this, the incorrect date needs to removed all together and then the page refreshed (either by saving and closing the application and reopening it, or by clicking into the next page of the application form and then going back).  Once this is done and the field is “reset”, then if the date is entered without an error, it should now be accepted.

Once you have answered all questions, click on ‘Review’ (at the bottom of the page).  This will allow you to review your application/requirement before it is actually submitted.  This review page will alert you if there are any problems with your application/requirement, such as missing answers, or invalid answers.  Once there are no problems with your application/requirement, at the bottom of the review page, you must click on ‘Submit’.

You will then be reverted back to your account, and there will be a message at the top saying “Thank you!  Your application/requirement has been submitted.”.  You will be sent an email to confirm your application/requirement has been submitted, which also includes a copy of your submitted application/requirement.

Your application/requirement will now show under ‘Submitted Applications/Requirement’ instead of ‘In-Progress Applications/Requirements’ – you can click between these within the ‘Show’ drop-down (to the right of the screen).

Once an application/requirement is submitted, it cannot be edited.  If you need to provide any updates, please email the Foundation (admin@foylefoundation.org.uk).

If in-progress applications, within your account, to the right of the application, under the ‘Action’ column, click the ‘Delete’ button (it’s the dustbin symbol; if you hover your mouse over them, the action text appears).  Once you click this, you will be asked if you are sure.  If you click yes to this, your application will be deleted – this is permanent.

You cannot delete already submitted applications.