Monthly monitoring report and payment forecasting
Monthly monitoring reports inform us of the progress of your project, the key risks and the forecasted payment claims in a standardised format.
Each grant recipient will receive access to the Fund’s management portal and its monthly updates function, and should be in contact with a dedicated relationship manager to support the delivery of the project. In addition to regular calls and emails with your relationship manager, we ask that a monthly report is submitted for each Phase 3 Scotland’s Public Sector Heat Decarbonisation Fund project.
The monthly updates section includes guidance on how it should be completed. Each monthly update requires recipients to complete four steps. Please ensure all steps are up to date before submitting the report.
- Measure progress
- Report
- Conditions
- Project programme forecast
We require the report to be updated and submitted no later than COP on the 15th of each calendar month. If the 15th falls on a bank holiday or weekend, we ask you provide it the working day before the 15th (see full submission schedule below).
Projects approved for delay past 31 March 2027 to continue monthly submissions on the 15th or prior working day until completion
Payment forecasting
Within each monthly report, we require grant recipients to provide us with an accurate forecast of payment requests.
Your Phase 3 Scotland’s Public Sector Heat Decarbonisation Fund grant can only be drawn down on an evidence-of-need basis, this means that works should have been completed on-site and have been invoiced for before making a payment claim. You cannot draw down the grant award in advance of incurring costs or works taking place on-site.
Therefore, when submitting your forecast, please only forecast claims where you are confident you will have invoices by the claim submission deadline (please see payment process for full schedule).
There is no requirement to add a forecast in each month. Inaccurate forecasting may impact our ability to make payments to you.
The total forecast across the projects term should add up to the grant allocation, unless you have an underspend in which case please notify your Salix relationship manager.
Any questions?
Please see the ‘frequently asked questions’ webpage or ask your relationship manager for support. We are here to support you.
