Phase 3b Public Sector Decarbonisation Scheme - Requesting final 2023-24 payment from Salix

Requesting final 2023-24 payment from Salix

To ensure you are able to claim your 2023-24 Public Sector Decarbonisation Scheme grant funding, please make yourself aware of the key dates and requirements for requesting your end of 2023-24 payment.

Please note, grant funding cannot move between financial years and any grant award left unclaimed at the end of financial year 2023-24 will be lost.

Single-year projects: All remaining eligible grant funding as per the compliancy criteria must be claimed as part of the final payment request (see key dates below) or it will be lost. Where single-year projects are expecting to complete after the grant end date of 31 March 2024, grant recipients should speak to their Salix relationship manager. Please see the ‘Completing your project’ page for more information.

Multi-year projects: All remaining year 1 grant funding as detailed in your Grant Offer Letter must be claimed as part of the final 2023-24 payment request (see key dates below) or it will be lost. The funding allocation for year 2 (2024-25) cannot be increased.

*Due to the volume of overdue conditions from grant recipients which need to be resolved prior to payment, it is likely we will not be able to complete all of these before the 15 May 2024 payment date. If this occurs, your final payment will be on 19 June 2024. Your relationship manager will keep you informed of your project status and payment dates as we go through this process.

If you plan to submit a payment claim after period 12 (22 February 2024), you must submit the accruals forecast statement form to your Salix relationship manager to forecast your accruals payment. This form will be sent to you in early February.

Please submit your first draft on 15 February 2024 and your final revised draft no later than 15 March 2024. If you do not forecast your claim(s), we will not be able to make payment. 

The final date to submit a payment request and claim any remaining 2023-24 Public Sector Decarbonisation Scheme funding is 18 April 2024.

To claim your final payment, grant recipients must submit the following documents:

• Invoices to evidence Public Sector Decarbonisation Scheme spend (other evidence types may be accepted on a case by case basis)
• Schedule 5 payment request
• Final payment statement of expenditure
• Invoices to evidence your like-for-like costs and client contribution to the project. This should be a minimum of 12% of the total project value. The amount required to be evidenced can be found on ‘Step 4 Support Tool’ in your application form. 
• Satisfactory information to address all outstanding conditions outlined in Schedule 2 of your Grant Offer Letter (see ‘Addressing grant conditions’ section below).
• If you are completing your project on or before 31 March 2024, you will need to submit the relevant completion documents (please see the ‘Completing your project’ page for more information).

The final date to submit all documents to Salix to request payment of any remaining 2023-24 PSDS funding is 18 April 2024. Failure to submit ALL the above documents means we will be unable to pay out the remainder of your grant.

Addressing grant conditions

Grant conditions are outlined in Schedule 2 of your Grant Offer Letter. If you have received a Grant Amendment Letter following a change request, please also ensure any additional conditions listed in this letter have been addressed. Resolving these conditions ensures that Salix have completed all due diligence checks to confirm that the project meets the scheme criteria. These must be submitted for review and resolved before final payment can be made, to verify the final total eligible grant value.  

Salix advises submitting this information as early as possible so that these checks can be completed before they are able to impact on final payment. Please note: Salix requires a minimum of 20 working days to process documents prior to submitting a payment claim as this allows time for queries to be raised and responded to. We therefore request that all conditions due prior to practical completion and commissioning are submitted at the earlier date of 31 January 2024.

To confirm the grant value of your project, and for Salix to make your final payment, we require a final application form and the energy saving calculations for your project that confirms this. These documents need to be provided prior to the expected discharge date of Friday 29 March 2024.

To ensure the efficient assessment of conditions and timely processing, the information provided by grant recipients for clearing conditions must be final and meet the required standards. Any information that does not meet the specified standards will be rejected, posing a risk to your final grant payment. It is crucial that you provide accurate and complete data to facilitate a swift assessment by Salix. If overdue conditions remain outstanding by 31 January 2024 there is a risk we will not have time to assess and, if required, query the evidence provided. Therefore, putting your final payment at risk. Please contact your relationship manager if you have any issues with submitting your conditions by this date.