Managing your award

Monitoring

The grant contract will state how often the grant holder should report on progress and how funds should be used. All reporting is through the online grants application portal.

Payments

Payments are linked to monitoring reports and this will be specified in the contract.

Issues

If any problems arise connected with the grant we are funding, you should contact us as soon as possible. These may be changes in personnel, unforeseen obstacles or delays to progress, anticipated changes to spend against budget. We will try to understand the issue and agree a resolution with you.

Financial reporting

Grant holders report according to the schedule agreed in the grant contract on expenditure of the grant, giving a breakdown over the funded period, and comparing it to the budget breakdown in your original application.

Reasons should be given for any irregularities, and for underspends against budget. Grant holders must make the Foundation aware if there are any changes to how funds are spent.

Grant holders should contact the Foundation immediately if any issues related to the grant arise. For instance, grant holders should make the Foundation aware if:

There are delays to work starting for any reason

People assigned to do work funded by us leave your organisation

Progress of someone or something we are funding is not in line with what we have agreed

You expect to have an underspend at the end of the funded period

A change to the contract is required

You foresee an overspend

This list is not comprehensive and there may be other issues that arise. The Foundation encourages grant holders to talk to us as soon as you can and not wait until the next monitoring report.

There is no automatic right to carry over funds to a new period. The grant contract will set out the payment schedule and any anticipated variation to this will need to be discussed with the Foundation as soon as the matter arises.

Reporting on activity, impact and benefit

The Foundation has an obligation as a charity registered in the UK with the Charity Commission to demonstrate that it is funding activity of public benefit. We rely on our grants holders to help us to do this through their monitoring reports outlining what has been achieved through our funding.

Monitoring reports should focus not only on what the Foundation’s funding has enabled during the funded period, but what these activities have achieved and their impact and public benefit.

For specific achievements or news items that the Foundation may want to communicate more broadly please contact the named Case Officer in the grant contract.

Serious incidents

The Foundation has an obligation as a charity registered in the UK with the Charity Commission to report any Serious Incidents that occur during the course of our funding.

Guidance is available here about the definitions and requirements for what this means for grant holders.

If any serious incidents occur during the lifetime of the grant please contact the Foundation as soon as possible.

Intellectual property

Please refer to the standard contract terms found at the following link.

Publicity and publications

The Foundation expects grant holders to publicise the work that is funded carrying out with our support, including through social media, and to use our logo and description.

In particular, the Foundation wishes to maximise the value and impact of funded grants by making outputs publicly available. Where possible publications be made open access.

Acknowledging our support

The Foundation will not make an announcement about grant funding (press releases, social media statements, etc) until the grant contract is signed and request that grant holders do the same.

The Foundation logo is our branding and our identity. Please do not use our logo without permission.

Variants of our logo and guidance on how it should be used can be supplied on request. Please contact the named Case Officer from the grant contract.

For more information on acknowledging your award, click here.