Scotland’s Public Sector Heat Decarbonisation Fund

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 a monthly monitoring report (MMR) template tailored to your project, 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 monitoring report is submitted for each Scotland’s Public Sector Heat Decarbonisation Fund project.  

The MMR includes guidance on how it should be completed. Each MMR requires recipients to complete four steps, located in separate tabs within the excel document. Please ensure all steps are up-to-date before submitting the report. 

  • Step 1: measure progress 
  • Step 2: report 
  • Step 2.5: conditions 
  • Step 3: project programme forecast 

We require the report be updated and submitted by email to your relationship manager no later than COP on the 10th of each calendar month. If the 10th falls on a bank holiday or weekend, we ask you provide it to your relationship manager the working day before the 10th (see full submission schedule below). 

Key dates

Reporting period Latest date to submit the monthly monitoring report
1 Apr 2024 to 30 Apr 2024 Fri 10 May 2024
1 May 2024 to 31 May 2024 Mon 10 Jun 2024
1 Jun 2024 to 30 Jun 2024 Wed 10 Jul 2024
1 Jul 2024 to 31 Jul 2024 Fri 9 Aug 2024
1 Aug 2024 to 31 Aug 2024 Tue 10 Sep 2024
1 Sep 2024 to 30 Sep 2024 Thurs 10 Oct 2024
1 Oct 2024 to 31 Oct 2024 Fri 8 Nov 2024
1 Nov 2024 to 30 Nov 2024 Tue 10 Dec 2024
1 Dec 2024 to 31 Dec 2024 Fri 10 Jan 2025
1 Jan 2025 to 31 Jan 2025 Mon 10 Feb 2025
1 Feb 2025 to 28 Feb 2025 Mon 10 Mar 2025
Payment forecasting 

Within each monthly monitoring report (MMR), we require grant recipients to provide us with an accurate forecast of payment requests.  

Your 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 MMR 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 your grant allocation, unless you have an underspend which you must notify your relationship manager of.

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