Project scope change requests
Project scope change requests
This webpage provides guidance on requirements to approve a request to change the scope of your Scotland’s Public Sector Heat Decarbonisation Fund project.
Below, you will find details around the situations where a change request may be required, the information required for us to be able to assess and approve a change and the key dates for submitting any change requests.
We are keen to support you on your decarbonisation journey, help you to meet your milestones and deliver extraordinary projects.
We only expect to receive a scope change request when there is reasonable confidence in the final design, specifically when designs and tenders are complete. For this reason, we expect each grant recipient to submit a maximum of one, good-quality change request to minimise queries.
Definitions
- A ‘change’ is defined as: any significant alteration in the scope of the project, including adding or removing measure and/or sites and the removal or addition of measures that were not in the previously agreed scope of works.
- If there is a change to the scope of existing energy efficiency measures saving direct carbon, a formal change request will only be needed if the gas system is not to be replaced by the proposed zero direct emissions heating system.
- Minor changes required to facilitate delivery which do not affect compliance shall not be defined as a change and will be managed through our usual monitoring processes. This includes increasing or reducing the scope of energy efficiency measures affecting indirect carbon savings.
Deadlines
Key dates for submitting change requests will be:
- Scope change or site changes: 30 September 2024
- Project type or measures changes: 30 November 2024
Please contact your relationship manager to discuss next steps at the earliest opportunity if you expect you may need to submit a change request.
How to submit a change request
Step 1
Notify your relationship manager of your change request
Contact your relationship manager either in writing, by telephone or through notification on the Monthly Monitoring Report submission.
Your relationship manager will acknowledge your request and you will receive a change request form to complete and return.
Step 2
Complete and submit relevant documentation to your relationship manager
1. Change request form
Please fill in Part I of the change request form template (see key downloads below) with all proposed adjustments to your project outlined clearly.
Part I of the form has four sections that you need to complete:
- Description of the proposed change
- Revised payment schedule
- Appendix
- Declarations*
Additional to the change request form, you will need to provide an updated application form and accompanying supporting information (see below for further detail). Your change request form will confirm which parts of your application form will need to be updated.
*Please note: The declaration section of our change request form will need to be signed by the registered accountable officer for your Scotland’s Public Sector Heat Decarbonisation Fund project (as named in your Grant Offer Letter). Without this, a change request will not be considered. If a consultant has updated the application form on your behalf, please ensure you are confident that all changes have been made correctly prior to submitting the change request as you are ultimately accountable for ensuring correct information is provided. Incorrect information may affect the maximum eligible grant value upon completion.
Please leave Part II of the change request form blank as this is for our internal use only.
2. Supporting information
The following supporting information is required to assess a scope change:
- A revised application form with all steps updated.
Any changes should be made to the version of the application form most recently approved by us. If in doubt, please ask your relationship manager to send you the latest version.
- Updated energy saving calculations
- Updated risk register
- Updated project programme
If there is any change to the expected practical completion date of your project resulting from the scope change, please speak to your relationship manager to discuss how this may affect your grant.
- Cost evidence
- Information to satisfy outstanding conditions
If your change request includes a site change, additional information is required with the expectation that the level of detail will resemble that provided at the initial application stage:
- Options appraisal
- Feasibility study (including peak heat loss calculations)
- Energy consumption data
- Schematics (existing and proposed)
Further information required to complete the change request assessment may be requested at the discretion of the assessor.
Step 3
Review
Your relationship manager will acknowledge receipt of your completed form and you will be contacted by either a member of the energy and carbon technical team or one of our technical advisors if any other supporting information is required for our review process.
We can only begin reviewing the change request once all the requested documentation is received. Once all information has been received, we aim to confirm a decision on your change request within 20 working days. If insufficient information is provided or there are inadequate responses within a given timeline, we reserve the right to reject the change request.
Step 4
Confirmed outcome of your change request
If your change request is approved following our assessment, you will be issued with a Grant Amendment Letter confirming the approved changes. This will need to be signed and returned by your authorising official (as named on your original Grant Offer letter).
End
Important notes
Change requests must be submitted and approved prior to the delivery of any amended elements of the project. Any changes to the project may affect the project's ability to meet the scheme criteria and, therefore, the level of funding available. We advise you to seek approval before proceeding with changes to the project as funding is not secure until approval has been granted.
Grant recipients should be aware that a reduction in gas savings may see their eligible grant value decrease and we encourage them to update the application form regularly to understand whether the grant value is impacted by changes to the project.
We expect all outstanding conditions associated with the 'project approval' and 'detailed designs complete' milestones to be resolved prior to a change request. All other outstanding conditions that are considered as reasonable by this stage in your project should also be resolved prior to a change request.
Any questions
Please see the ‘frequently asked questions’ webpage or ask your relationship manager for support.