Scottish Public Sector Energy Efficiency Loan Scheme

Carlton hill in Edinburgh

How to apply

To submit an application to the Scottish Public Sector Energy Efficiency Loan Scheme please follow the steps below. If you have any questions about the process, please get in touch with a member of the team who will be able to guide you.

You are viewing: Step 1

Step 1

Project compliance tool

 

A completed project compliance tool is required for each funding application. This tool allows you to check your project meets the compliancy criteria required. You can apply for loan funding for more than one project in a single application. Applications that include multiple technologies only require one compliance tool.

For projects over £100,000, applicants will need to complete a business case which can be found embedded within the compliance tool.

To complete the project compliance tool you will need to know:

  • The date of expected commencement and completion of the project(s).

  • The expected life of the building in which the project is due to be implemented.

  • Salix funding requested for each project including any appropriate sub-metering.

  • Salix funding requested expressed as % contribution of the total project cost (where an application not asking Salix for the full amount of the project).

  • The average price expected to be paid for energy used in the project over the payback period of the project.

  • The load used by the existing equipment prior to the change and the load after installation of the new technology to give an annual kWh saving; from the above, the % kWh you are projecting to save.

  • Gather supporting information such as calculations, technical specifications, or evidence of project costs to be attached alongside the project compliance tool. 

Once you have inputted this information in, the project compliance tool tests that each project will pay for itself over the lifetime of the project and that the project payback is shorter than the expected future life of the building. The final column indicates whether or not the project meets the compliance criteria.

With regards to energy price, please bear in mind that over the course of the project payback period, energy prices may change, and the figure used should be one you believe your organisation will be paying, on average, during that period.

All requested data must be completed on the project compliance tool, or the application will not be successful. Provided a project meets the scheme’s compliance criteria, project costs can include installation costs and the cost of project managing the installation if this is required, e.g. the cost of the client’s own expertise and/or consultant to manage the implementation and completion of a project.

In particular, for larger projects, we also allow and would recommend that the cost of any appropriate sub-metering be included as part of the total project cost. We would see this as very beneficial to support the future monitoring of actual consumption and associated savings be it for internal or external verification.

If your organisation cannot reclaim VAT, this should be included as part of both the project cost and fuel costs. If VAT can be reclaimed, it should be excluded from the calculations.

Step 2

Complete a business case

For projects valued over £100,000 complete a business case template. The business case template can be found in the project compliance tool under the fourth tab.

If your project is valued under this amount skip this step and move to the next step. 

Step 3

Submit your application

Once you have completed the steps above you can email your submission to the Scotland team at [email protected]. Please ensure the person submitting the application is the public sector body or supporting body (consultant). 

Statement

In your email submission, please include the following statement and ensure you can answer ‘yes’ to the following:

  • I am authorised to make a loan application on behalf of the public sector organisation.
  • The organisation is authorised to take a Salix loan.
  • The organisation can make repayments through a Direct Debit.
  • The project meets the criteria of ‘additional’set out in the application notes (i.e. the project has not already started, the full funding has not already been agreed from a different source, the project is above and beyond meeting required legislation/Building Regulations and the project is not being implemented for commercial gain other than the reduction in costs through increased energy efficiency).
  • The organisation will directly receive the benefit of the resultant energy savings.
  • We have or will follow the agreed procurement route for this project in line with any internal procurement policy for our organisation or the relevant Local Authority (where applicable).
     

Submit your application to

End