HMRC Advice Service Applicatio n Guidance
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HMRC Advice Service
Applicatio
n Guidance
Introduction
Tinder Foundation has been successful in a bid to HMRC, to provide highquality advice
surgeries within England's most deprived areas, reaching 4,500 socially excluded people.
While the service will focus on socially excluded people, we are especially interested in
hearing from centres that specialise in one of the following groups:
● Black and Minority Ethnic (BME) groups and/or people for whom English is a Second
Language (ESOL)
● People with disabilities, learning disabilities and difficulties and mental health issues
and their support networks/carers
● People in rural communities
● Sole traders, microbusinesses and SMEs
Tinder Foundation
will be awarding grants of up to £7,500 to between 20 and 30 centres
across England who are able to help learners or clients increase their confidence using the
following HMRC services:
● Tax & National Insurance
● Child tax credit
● Working tax credit
● Child benefit
How you will support individuals will depend on the specialist audience you are working with
and how you already work to support people to access HMRC services. Support may include:
● Helping an individual complete a HMRC benefit form & improving their confidence to
do this themselves in future
● Providing guidance on how to challenge HMRC decisions
● Helping an individual to understand end of year forms (tax return)
This programme will run from 1 April 2015 31 March 2016 and successful organisations
must have extensive experience of supporting people with HMRC services. This will need to
be clearly evidenced throughout the application form.
Further Information
1Please note, allsuccessful applicants will need to attend a full day induction event in Sheffield
on 11 March. Tinder Foundation is hosting this event to give training on how to use the data
collection tool so that all delivery can be evidenced. Part of the day will also give
organisations the opportunity to shape our thinking around the creation of digital resources to
support this project.
The Project
Successful applicants will be expected to meet the following requirements as part of the
funding programme:
Contract Size £7,500 (large) £5,000 (medium) £2,500 (small)
Number of people 300 200 100
supported
● Provide evidence of people supported through an online data collection tool
● Participate in telephone interviews with members of the Tinder research team
● Complete a survey at the midpoint and end of the project
Funding
There are 3 different contract options available. You will be asked in the application which
contract you would like to apply for and if you would be willing to accept a different contract
size if you are not successful with your first choice. Please be honest when answering this
question as it will help with assessment and allocation. Payments will be released in 3
stages:
● 25% in April 2015
● 50% in September 2015 subject to delivery
● 25% in March 2016 subject to delivery.
Eligibility
To apply for this funding you need to be part of the UK online centres network which costs
nothing and brings a range of benefits for your organisation. We really welcome applications
from outside of our network and encourage any new organisations to complete an Expression
of Interest form to become a centre partner by clicking here. Once you have submitted the
Expression of Interest, you’ll then be able to apply to be part of this programme.
Further Information
Please note,
all
successful applicants will need to attend a full day induction event in Sheffield
on 11 March. Tinder Foundation is hosting this event to give training on how to use the data
2collection tool that will provide evidence of your delivery all delivery. The event will also give
organisations the opportunity to shape our thinking around the creation of digital resources to
support this project.
Indicative Project Timeline
Launch of online application via Survey
1. Tuesday 3 February 2015
Monkey
2. Deadline for applications Friday 20 February
3. Communication of results to applicants 27 February 2015
5. Project Start & Finish Date 1 April 2015 31 March 2016
Compulsory attendance at
6. Consultation & Training event in 11 March 2015
Sheffield
Please click here
to start the application. The online application will be completed via Survey
Monkey. Please note that you cannot stop and revisit the form once started so please
ensure that you draft your responses first and enter them onto the online form in one
sitting. Please see questions and guidance for each question below:
1. Overview
1.1
Are you already part of the UK online centres network? If not, your organisation will
have to become part of the network if you are successful with this application. This is a quick
and easy process. See herefor more detail.
1.2 Do you currently deliver (or have delivered in the last 12 months) structured advice
surgeries to support people with HMRC services?
1.3 Do you currently employ (or have employed in the last 12 months) experienced advice
workers?
31.4 Does your organisation provide specialist training and support for volunteers who provide
advice on HMRC services?
1.5 Does your centre specialise in supporting any of the following groups? Please select all
that apply.
● Black & minority Ethnic (BME) and/or people for whom English is a second
language
● People with disabilities, learning difficulties and mental health issues and their
support networks/carers
● People in rural communities
● Sole traders, microbusinesses and SMEs
● None of the above
1.6 Are you already in receipt of funding from HMRC?
Please be honest when answering these questions. We will only award funding to centres
who have experience of delivering structured advice surgeries staffed by experienced advice
workers.
2. Contact Details
2.1 Name of applicant
2.2 Email address
2.3 Role in organisation
2.4 Phone number
2.5 Organisation name
2.6 Centre code
2.7 Organisation address
2.8 Delivery venue address(es) (if delivery address is different to organisation address)
2.9 Which English region do you fall within?
3. Governance
3.1 Please tell us the name and job title of the most senior person in your organisation who
is the key decision maker.
3.2 Is your organisation registered with Companies House?
3.3 If yes, please tell us your Companies House number.
3.4 Is your organisation a registered charity?
3.3 If yes, please tell us your registered charity number.
3.4 How long has your organisation been in existence?
43.5 What grant size are you applying for?
● Large (£7,500) supporting 300 people
● Medium (£5,000) supporting 200 people
● Small (£2,500) supporting 100 people
3.6 If unsuccessful with your chosen grant would you be prepared to receive a lower
funding contract?
4. Delivery Model
4.1 Please tell us how you would deliver this project (750 words max)
We want you to tell us in a concise way exactly what funding from Tinder Foundation will
allow you to do. You might want to shape your response around the following bullet points:
● What would the support service look like (e.g. the location(s) where support will be
delivered, the days and times that support will be offered, whether support would be
1to2 or in a group setting, if delivery will be carried out by staff or volunteers)
● How will funding be spent? For example, staffing, room hire etc.
4.2 How will you use digital to support your delivery? (250 words)
Although not using digital will not stand against your application, Tinder Foundation will be
creating an HMRC landing page on learnmyway.com and a “How to Guide” for HMRC
services.
In this answer we would like to know:
● How you will identify and support individuals who have a basic online skills need
● How you will encourage them to develop their online skills so that they can find out
more about HMRC services and supporting guidance online
5. Experience and Resources
5.1 Please tell us about how you have supported individuals over the last 12 months to
use one or more of the following HMRC services: (500 words max)
● Tax & National Insurance
● Child Tax Credit
● Working Tax Credit
● Child Benefit
In this response we would like to know:
● How you’ve delivered advice sessions
● How many people you’ve helped with HMRC services
● How this has helped individuals
Please provide detailed examples of current practice.
55.2 Please tell us about the staff members who will deliver this service. Where relevant
please include details of qualifications. (250 words max)
In this response we would like to know:
● The experience of the advisers who will deliver this project e.g. how long they have
been offering HMRC advice.
● Any relevant qualifications that your advisers hold
If you don’t currently have staff in place to deliver this project please tell us how you would
recruit experienced staff.
6. Engagement
6.1 How will you promote your advice service to ensure that you engage people in need
of support with HMRC services? (250 words max)
In this response we would like to know:
● What marketing strategies you will use to advertise your provision
● Which partners you already work with or plan to work with and how they will support
your delivery.
● What networks/organisations you will work with to engage individuals
Remember you can contact our Network Support Team at any time if you have any questions
about the application process. They can be contacted on 0114 221 0410 and are very happy
to help!
Good luck.
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