Guidance for Impact grants

Here are some guidance tools designed to support you to develop a strong application for UK Aid Direct funding.

General applicant guidance

1. Financial guidelines

  • Principles of reporting

    This document presents the basic guidelines for financial reporting covering the UK Aid Direct fund, including:

    • The financial obligations of the grant holder
    • Timing of transactions
    • Financial and reporting years

    Updated February 2019

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  • Budget classification and budgeting

    This guide explains the classification system of UK Aid Direct budgets, and the methodologies used in calculating the expenditure of grants. It covers:

    • Budget structure
    • Budget headings
    • Budget management

    Updated February 2019

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  • Exchange rates

    This document presents operational guidelines on the treatment of foreign currency denominated transactions and appropriate methodologies for the budgeting, recording, and management of exchange rate fluctuations. It covers:

    • Setting appropriate exchange rates
    • Mitigating against fluctuations
    • Underspends and overspends

    Updated February 2019

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2. Further printable guidance

  • A guide to project design - factors to consider when designing a project

    This updated guidance breaks down all the factors grant holders should consider when designing a project for UK Aid Direct.


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  • A guide to logframes

    This guide explains:

    •  What a logframe is
    • Their purpose
    • How to develop and use them

    Updated February 2019

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  • A guide to developing a Theory of Change

    This guide explains:

    • What a Theory of Change is
    • Its purpose
    • How to develop one

    Updated February 2019

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  • Value-for-money case study from grant holder

    This case study looks at a highly rated, completed UK Aid Direct supported project and specifically, at what Women for Women International (WfWI) did that demonstrate excellent value for money.


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  • A guide to value for money

    This guide explains:

    • What Value for Money is
    • Why it is a useful tool
    • How to use it
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  • A guide to beneficiary feedback mechanisms

    This guide explains:

    • What a beneficiary feedback mechanism is
    • Why they are useful
    • How they can be used during project implementation
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  • A guide to sustainability

    This guide explains:

    • What sustainability is
    • How to address it within your project documentation
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  • A guide to gender equality

    This guide explains:

    • Why gender equality should be considered at all stages of the project life cycle
    • How it can be considered


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  • A guide to disability inclusion

    This guide explains:

    • What disability inclusion is
    • How to address it within project documentation
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3. Presentations

  • UK Aid Direct (recording) of guidance webinar for concept note applications

    On 26 February 2019, Fund Director for UK Aid Direct Karen Stephenson hosted a webinar to potential applicants for Community Partnership and Impact grants in the upcoming general funding round. Joining her were existing grant holders, Richard Grenville from Send a Cow and Lauren Watters from AbleChildAfrica. David Bailes, Head of Fiduciary Risk for UK Aid Direct also gave advice on budgets, expectations and the due diligence process (for applicants invited to submit full applications).

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  • UK Aid Direct (slides) from the guidance webinar for concept note applications

    This is a copy of the presentation slides used in the webinar on 26 February 2019 for potential applicants of the Community Partnership and Impact grant funding round to download.

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  • How to measure disability

    This is the first publication in the User Guide series, a learning resource compiled in collaboration with the UK Department for International Development (DFID) and the Washington Group.

    The User Guide is a narrated video on the UK Aid Direct Youtube channel, which provides information and advice on how groups can improve reporting on disability.

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4. Lessons learnt and application feedback

  • Review of UK Aid Direct funding round 2 and the lessons learnt

    We have compiled a lessons learnt document to profile: general feedback on the full applications received for Impact and Community Partnership grants during the November 2016 general funding round. We hope this is helpful for organisations considering applying for a UK Aid Direct grant in the future.