To apply for funding, an organisation must have:

• two signatories for all bank account payment, withdrawal and transfer (money out) transactions
• a cashbook (hard-copy or electronic) that is updated regularly
• a person responsible for the organisation's financial information
• an up-to-date Organisation profile in our online grants management system, and
  
• a document from the bank showing the organisation's bank details (this could be a bank statement, printed deposit slip or letter from the bank confirming the account name and number).

An organisation may need to have:

• a document confirming who the Profile Secretary is, if the Profile Secretaries have changed in the grants management system
• a record of the grants awarded from other funders, and
• reported back on any completed Hāpai Hapori grants.

You must update your Organisation profile before making a request

Each time you make a request for funding, make sure the information in your Organisation profile is up to date.

Your Organisation profile can be updated at any time by the Profile secretary.

An organisation can have as many Profile secretaries as they wish. For a person to act as a profile secretary they must be:

• authorised by the organisation (evidence of authorisation must be uploaded to the organisation profile), and
• a trustee, board member, director, manager or staff member of the organisation (they should not be someone from outside the organisation).

It is important that you check that:

• your financial information is up-to-date or available on the Charities Services register
• your bank account information is correct, and
  
• you upload a new bank account slip for any new bank account details.