Phase 5 Public Sector Low Carbon Skills Fund

Introduction to the Phase 5 Low Carbon Skills Fund timeline 

Welcome to the Phase 5 Low Carbon Skills Fund diary planner. The schedule below is designed to support the delivery of your projects showcasing the delivery journey from 31 July 2024 to 31 March 2025. The journey includes key deadlines to help fulfil the conditions outlined in your Grant Offer Letter and to aid in sending financial documentation to receive your payments.   
 
Key documents have been linked below to assist with completing your project. If you require further help or have any questions, please contact your relationship manager.

Step 1

Engagement call: July/August 2024

Your Salix relationship manager will arrange a call to discuss the delivery of your project and answer any questions you have about the scheme.  

Step 2

Payment forecast: From 1 August 2024

This schedule is to inform Salix when you expect to request your payment(s). You must submit your payment profile to Salix, using the Schedule 3 form, two months prior to funds being paid into your account by Salix. This will be sent to you by your relationship manager, a template of a Schedule 3 can be found on your Grant Offer Letter.

Please use the same link should you need to update your forecast during the duration of the project delivery. If you do make changes, notify your relationship manager about the reason why the payment forecast has been adjusted.

Step 3

First monitoring report: 8 August 2024

This Schedule is to inform Salix of clients' Phase 5 Public Sector Low Carbon Skills Fund project progress and provides the opportunity to highlight any risks to its completion, if appropriate. This information is shared with the Department for Energy Security & Net Zero as part of Salix's management of the scheme. All monitoring reports are required to be submitted to Salix, via the link provided by your relationship manager. A template of a Schedule 4 can be found on your Grant Offer Letter.

Step 4

Conditions: 30 August 2024

All successful organisations are required to provide three documents as a condition of their funding. Please ensure the following documents have been sent to Salix. 

Contract Award Information Form  

This form requires details such as grant value, procurement cost, VAT policy and the name of the consultant/contractor to whom the contract was awarded. This document is required to be signed by your Authorising Official and returned in PDF format to your relationship manager. 

Supplementary Building Information Document 

At the contract award stage, the cost breakdown columns (AF-AN) must be completed in full and all fields updated where relevant. 

This document will be sent in Mid-August which will contain the building data that was submitted upon application. Columns AF-AN of the SBIT tab will be unlocked so you can provide a cost breakdown relating to each site.

Consent to Contact Form  

This form gives Salix consent to contact the consultant/contractor to whom the contract has been awarded and should have their contact details. This document is required to be signed by your lead Consultant/Contractor, then returned in PDF format to your relationship manager.

Key downloads

Step 5

Second monitoring report: 7 November 2024

The submission of your second Schedule 4 Salix monitoring report. The link to access the customer portal can be found here.

Step 6

Interim Payment: September 2024 – April 2025

Successful organisations can process one interim payment during delivery of the project. These interim payments must be forecast in advance by following the instructions and adhering to the timescales in the Schedule 3 payment schedule below.  

The following documents are required to be completed, signed by your Authorising Official then returned to your relationship manager (evidence must be provided to support the claim). The templates can be found below:  

Invoices 

Issued invoices must be for works completed by the payment request submission deadline on the Schedule 3 payment forecast at the latest. Please see the client payment process guidance notes for what details are required on an invoice to be accepted by Salix. 

Statement of Expenditure 

The statement of expenditure is required in order to provide an itemised breakdown of the costs incurred through the Low Carbon Skills Fund project and evidenced in the invoice(s) that you have submitted.  

Schedule 5 payment request 

To process an interim payment, you must submit the attached form detailing the value of the invoices submitted, the expected payment date outlined on the Schedule 3 and your organisations bank account details. 

Key downloads

Step 7

Third monitoring report: 6 February 2025

Submission of your third Salix monitoring report.  The link to access the customer portal is under step 5.

Step 8

End of Year Statement of Expenditures: March 2025

The end of year statement of expenditure will be shared by your relationship manager in March 2025 to evidence all spend incurred since the previous payment request and to provide a forecast of the remaining spend expected to be incurred by 31 March 2025. Salix understands that for works which complete in late March may not be invoiced by 31 March 2025, therefore this expenditure forms part of the accruals process where funds are forecast to the Department for Energy Security & Net Zero and paid out after the end of the financial year. 

Step 9

Submission of Completion Statement and Final Payment request: September 2024 – April 2025

To prepare for a final payment, Salix must receive a forecast in advance via the same process as an interim payment. Before a final payment can be processed Salix will need to see the completed documentation by 31 March 2025 at the latest and the relevant documentation below. The completion statement will be sent on receipt of completion documents. 

Invoices 

Issued invoices must be for works completed by the payment request submission deadline on the Schedule 3 payment forecast at the latest. Please see the client payment process guidance notes for what details are required on an invoice to be accepted by Salix. 

Statement of Expenditure 

The statement of expenditure is required in order to provide an itemised breakdown of the costs incurred through the Low Carbon Skills Fund project and evidenced in the invoice(s) that you have submitted.  

Schedule 5 payment request 

To process an interim payment, you must submit the attached form detailing the value of the invoices submitted, the expected payment date outlined on the Schedule 3 and your organisations bank account details. 

Completion Statement  

The completion statement will be sent to you via DocuSign to confirm the final details as part of the grant completion and payment process.   

Key downloads

End