Grant eligibility checklist

Grant eligibility checklist with source evidence

Use this checklist before drafting. It helps a team decide whether the opportunity is plausible, what evidence is missing and which official rules need human review.

Best for

Teams deciding where to spend application time

Small organisations and consultants screening several funding opportunities before choosing where to spend bid-writing time.

Use this page to

Make the first review more concrete

Build a practical eligibility checklist for deciding whether to apply for a grant.

Review workflow

What FundingLens helps you do

Keep source facts, caveats and next actions together so your team can decide what deserves attention before application work starts.

01

Confirm who can apply: many UK funders distinguish between constituted groups, registered charities, CIOs, CICs, companies, schools, councils and individuals.

02

Match the project to the funder purpose: check outcomes, beneficiaries, location, eligible activity, excluded activity and whether the application must be written by the organisation itself.

03

Record evidence gaps before drafting: accounts, bank statements, governing document, project budget, permissions, safeguarding, risk controls, partner letters and decision lead time.

Readiness checks

  • Applicant type and legal name match the funder rules.
  • At least the required number of unrelated trustees, directors or committee members are in place where the funder asks for this.
  • Project beneficiaries and delivery area are clearly inside scope.
  • Budget only includes eligible costs and separates match funding where required.
  • Governance, bank and accounts evidence can be uploaded before the deadline.
  • Any ambiguous wording is saved as a caveat for human review.

Eligibility caveats

  • A checklist can reduce wasted effort, but it cannot override funder discretion or competition for limited funds.
  • Do not rely on old saved notes where a funder page has changed; re-check the source URL and fetched date.
  • For regulated charities and CICs, governance status and reporting evidence can affect funder confidence even when the project idea fits.

Source references

Related FundingLens pages