Phase 3a Public Sector Decarbonisation Scheme - Requesting funds from Salix

All payment claims should be forecasted in a Monthly Monitoring Report at the start of each payment period, this is to ensure Salix has funds in our account available to pay out to you (see Monthly Monitoring Report and Forecasting section for further details). 

Your Public Sector Decarbonisation Scheme 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. You cannot draw down the grant award in advance of incurring costs or works taking place on-site. 

To submit a payment claim you must provide all of the following documents to your relationship manager:   

1. Statement of Expenditure – returned as both an excel document, and a PDF that has been signed by the Authorising Official. If you don’t have a signature that can be inserted before saving it as a PDF your relationship manager can send it for signature via DocuSign.   
2. Invoices listed on the Statement of Expenditure – when providing invoices please change the file names to the following format “three-digit number indicating order listed on SoE. Value in pounds and pence - invoice number/title of document” for example “001. £3,000.00 - EVJ955 Sports Hall Design fees” 
3. Schedule 5 payment request form - again signed by the Authorising Official, this must match the exact amount evidenced on the Statement of Expenditure.  

The Statement of Expenditure and Schedule 5 Payment Request form templates can be requested from your relationship manager. 

Please note your Authorising Official (who signed the Grant Offer Letter) can delegate responsibility for signing payment requests to someone else at your Public Sector Body by emailing your relationship manager and confirming the contact details of the person they wish to fulfil this responsibility.