Our Story.Moorabool Community Enterprises Limited trading as Ballan & District Community Bank® Branch opened its doors in November 2011. Three hundred local shareholders believed in the Community Bank® concept and collectively raised $752,110 to open the branch at 135 Inglis Street, Ballan.

While banking is our business, community is our purpose. Our shareholders live in our community. Our employees and Directors live in our community. Our customers live in our community. The community benefits each time a customer chooses to bank with us. By bringing your business to us, we can contribute more to the community groups in our district. We extend as far as Myrniong in the east, Mount Wallace in the south, Dunnstown in the west and Mollongghip in the north and include the townships of Bungaree, Wallace, Gordon, Mount Egerton and Ballan.

To 30 June 2018, we have invested almost $300,000 back into our local communities. Every year that our branch grows, we can invest more into the local recreation reserves, sporting clubs, hospital, historical societies, art networks, farming associations, schools, kindergartens and playgroups and to help stage local events. You may have seen the sign on the Community Bus or at your local sporting oval, ‘made possible by our customers’. Our customers create our success. The more business we generate, the more we can give back. It’s why we support the community groups who support us.

We held our first Community Planning Forum on 18 July 2018 to hear what projects the community wanted. 53 residents attended from all towns in our district and identified more than 70 projects. Some are large like the redevelopment of the Ballan Recreation Reserve and a Community Hub. Others are smaller in size but equally important. The ideas received at our Community Planning Forum will inform our Community Investment strategy.

Our Community Investment Program.With such high demand for our community investment dollars, we introduced a new timeline, application form, conditions and assessment criteria in 2018/19. There will be two opportunities to apply: in the lead up to our November Annual General Meeting and prior to our Community Investment evening in May.

All applicants must complete this Community Investment Application Form in full and email to 9979@bendigoadelaide.com.au by the close date on our website and Facebook page. Applications can also be hand delivered to Ballan & District Community Bank® Branch at 135 Inglis Street, Ballan. The conditions listed below must be adhered to for your application to be assessed.

Conditions for applying for community investment funding:

- Moorabool Community Enterprises Limited will only support incorporated bodies with a valid ABN/ACN who carry out their activities within Ballan & District communities.

- Valid quotes must be provided to support the purchase of equipment or materials for a project. A budget is to be provided if you are staging an event or delivering a project.

- If you are requesting partial funding, evidence that the additional funds have been received or the applicant has the cash reserves to contribute to the initiative must be provided.

Moorabool Community Enterprises Limited is unable to assess your application until these conditions are met and all the questions in this application form are answered.

Moorabool Community Enterprise Limited has established criteria to assess each application, including:

- Does the organisation currently bank with Ballan & District Community Bank® Branch? - If not, will the organisation and/or their members transfer their banking to the Ballan & District

Community Bank® Branch? - To what degree does this event/project/initiative align with our Strategic Plan priorities? - How broad is the likely community impact and benefit of this event/project/initiative? - How will the organisation market and promote Ballan & District Community Bank® Branch? - To what extent has the organisation supported Ballan & District Community Bank® Branch through

advocacy and bringing their banking business to our Community Bank® Branch?

Notification of your success or otherwise will be made in writing and may take up to 60 days.

Your contact information.Title Enter title

First Name Enter first name

Surname Enter Surname

Phone Enter phone

Email Enter email

Your organisation.Full name of organisation Enter organisation name

Registered Business Name (if different from above) Enter business name

Street address Enter street address

Postal address (if different from above) Enter postal address

Website Enter website

Facebook page Enter Facebook page

Number of Facebook members Enter #

Australian Company Number (ACN) Enter ACNAustralian Business Number (ABN) Enter ABN

GST registered?What year was your organisation established? Enter year

How many current members does your organisation have? Enter #

Approximately how many people receive services or benefit from your organisation each year? Enter #

What is your organisation’s mission statement? If you don’t have a formal mission statement, what are your organisation’s values and what does your organisation aim to do within the community?

Yes No

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Does your organisation currently bank with Ballan & District Community Bank® Branch? Account number (if successful funds will be deposited into this account) Enter #

If no, will you be opening an account with us Ballan & District Community Bank® Branch?

Detail any previous financial support that you have received from Ballan & District Community Bank® Branch

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Please list any Ballan & District Community Bank® Branch employee or Moorabool Community Enterprises Limited Board or Committee member associated with your organisation

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Community investment information.Name of event/project/initiative Enter name

Date of event/duration of project/initiative Enter dateLocation of event/project/initiative Enter location

Description of event/project/initiative including its purpose and history (years running, past performance, past sponsors, etc)Click or tap here to enter text.If a project/initiative, will it be completed in the next 12 months?What is the projected size and demographic of your target audience? Enter details

Please outline the main objectives of the event/project/initiative

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How will you assess if your event/project/initiative is a success?

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Yes No

Yes No

Yes No N/A

Please explain why you believe this event/project/initiative aligns with the values and purpose of Ballan & District Community Bank® Branch

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Community investment amount requested (incl. GST) $

If successful, when would payment be due? Enter date

What is your organisation’s contribution (financial and in-kind) to this event/project/initiative? $

Will Ballan & District Community Bank® Branch be the only financial institution supporting your event/project/initiative?If no, please provide details Enter details

Are there any other sponsors already involved with your event/project initiative? If so, what is the extent of their support? Enter details

Budget. Please provide event/project/initiative budget detailsYou may complete the applicable fields below or attach your own budget and quotes

ExpensesAdministration Costs $

How many hours? Enter hours

Rate per hour? $

Equipment $Description

Enter details

Materials $Description

Enter details

Promotions $Description

Enter details

Consumables $ Descripti Enter details

Yes No

Yes No

onLabour $

Description

Enter details

Other $Description

Enter details

Other $Description

Enter details

Total Expenses $

IncomeOther Grants received $

Description

Enter details

Other Grants requested $

Description

Enter details

Other funding $Description

Enter details

Own contribution $Description

Enter details

In-Kind support $Description

Enter details

Other $Description

Enter details

Total Income $Have you provided quotes to support your application?

Benefits.

Please select the benefits of the community investment to Ballan & District Community Bank® Branch

Please specify other.

Marketing and promotion. Please provide details of how you plan to market/publicise your event/project/initiative(marketing, advertising and media activity)

Yes No

Transfer of organisation's banking

Encourage members to transfer their banking Hospitality

Presentation/naming rights Networking opportunities Tickets/passesTicket discounts Logo placement Advertising

spaceProduct display Access to ambassadors Social MediaWebsite presence Photography use MerchandiseOther

Click or tap here to enter text.

Please provide details of how you will promote Ballan & District Community Bank® Branch

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Please provide details of how Ballan & District Community Bank® Branch can promote your organisation/event/ project/initiative

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Resources and timing.

Are there any particular timelines that we need to be aware of (including important deadlines etc.)?

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Please detail any other resources required to support the community investment:

*Please note that the cost of these items will reduce the cash component of the community investment.

Please provide details of other resources if not included in the above

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If your application is successful, you will be required to:

Bannerbug Promotional cheque Balloons*Marquee Piggy mascot* Drink bottles*Banner Account vouchers EFTPOS

machineShowbags* Volunteers Other (specify)

- Sign a Community Investment Agreement with Moorabool Community Enterprises Limited that clearly states each parties’ responsibilities and the terms and conditions of the financial support.

- Provide an ATO-compliant invoice for the transfer of funds into a Ballan & District Community Bank® account

- Actively promote the Ballan & District Community Bank® Branch. Logos will be provided in the Information pack.

- Provide relevant media, including photos, videos, Facebook posts and testimonials for our future publicity. This media may be used on social media platforms.

- Provide a Ballan & District Community Bank® Branch representative the opportunity at least once in the next 12 months to make a presentation to your committee, governing body and/or organisation either at your Annual General Meeting or otherwise agreed.

- Attend a formal event hosted by Ballan & District Community Bank® Branch (like the Annual General Meeting or Community Investment evening) that acknowledges the financial support of your event/project/initiative.

- Within 90 days of the event/receipt of funds/purchase of equipment, complete a report detailing the success or otherwise of the expected outcomes of your event/project/initiative and how the funding was expended.

Signed Digital Signature

Full name Enter full name

Date Enter date

Internal use only. Date application received Enter date

Received by Enter name

Date application acknowledged Enter date

Acknowledged by Enter date

Does the organisation carry on its activities in our District?Is the organisation an incorporated body with a valid ABN/ACN?Have quotes been provided to support the purchase of equipment/construction of a project or a budget for staging the event/ delivering a project? If the organisation is requesting partial funding, has the organisation provided evidence that the additional funds have been received or the organisation has its own cash reserves to contribute?

Assessment Decision.

Total average points Enter points

Does the application meet the minimum point threshold?Recommendation$ value of contribution (incl. GST) $

Feedback to applicant Click or tap here to enter text.

Email

In person

Yes No

Yes No

Yes No

Yes No N/A

Yes No

Fully fund

Partially fund

Challenge grant Decline

Application advised by

Enter name

Date Enter dateCommunication channel

Enter channel

Privacy statement

Bendigo and Adelaide Bank Limited is committed to ensuring your privacy is protected and understands your concernsregarding the confidentiality and security of the personal information you provide. The information contained in this form willbe held by the Ballan & District Community Bank® Branch and may be disclosed to Bendigo Bank and organisations that carryout functions on behalf of Bendigo Bank. Our full privacy policy is available online at www.bendigobank.com.au.