Grantee Resources
This page contains links to all the guidance documents and templates you will need during the delivery of, reporting of and claiming for your project.
European Structural and Investment Funds: Background
For general background information on European Structural and Investment Funds (ESIF) in Scotland, visit the Scottish Government's ESIF website and Scot Gov ESIF Twitter page
The National Rules
ESIF National Rules on Eligibility of Expenditure
These are the National Rules governing expenditure for the Scottish ERDF programme 2014-2020. They are published on the Scottish Government’s website and are regularly updated. It is your responsibility to ensure that your project is delivered in accordance with these rules.
This is specific to the Natural and Cultural Heritage Fund and has been put together by the team to help applicants and grantees ensure that their project expenditure is eligible. It will be updated when the need arises and we will let you know when there are updates you need to be aware of.
Communications and Branding
This contains guidance on all aspects of communications including compliance with ERDF requirements. It also contains links to all the logos you will need for your communications activities.
European Structural and Investment Funds Logo
Downloadable logos in JPG, PNG or PDF file format
NatureScot Logo
Downloadable logos in JPG and EPS file format
European Structural Funds and Investment Funds; Publicity Toolkit
Claims & Finances
In this section you will find the guidance and templates required to submit claims, update your financial forecasts and receive payments.
Managing Authority single operation timesheet template and guidance
NatureScot bank details form (editable PDF)
Claims Payment Process Flow diagram - At a Glance
Natural and Cultural Heritage Fund (NCHF) - Financial Annex 2019
Quarterly Progress Report Template – please see Reporting section below
Reporting
This section contains reporting forms for using during project delivery to complete quarterly reports, for your Final Report and to submit annual reports once your project has finished.
NCHF Quarterly Progress Report template
NCHF Annual Post Project Report - please be aware that this report is required annually for 3 years from the date of your project's Final Report. Bespoke annual report templates for each of these years have been added to your “Templates – Guidance – Working and Final Documents” - Objective Connect Share File.
Change Requests
If you need to submit a change request you can find guidance and the Change Request form here.
NCHF Change Requests - Change Guidance & Process
NCHF Change Requests – Template
Procurement
This section contains guidance on procuring costs for your project.
(Please note that these documents are not owned by NatureScot and may not be fully accessible);
Procurement checklist/aide memoire
European Commission - public procurement guidance for practitioners
Managing Authority Public Sector procurement guidance
European Commission - financial corrections non-compliance with rules on public procurement
Procurement Expenditure - Template - Contract Information Sheet
Monitoring and Evaluation
You can find guidance on Monitoring and Evaluating your project in this section. There are also template surveys which you can use if you wish.
NCHF Monitoring and Evaluation Guidance
NCHF Monitoring and Evaluation Plan template
NCHF Equality Impact Assessment template
NCHF Residents' Survey template
Risk
Sustainability
Sustainability Action plan – Guidance and template
Audit and Compliance
NCHF Audit and Compliance Guidance
How we can help
You can contact us by email at [email protected]
Complaints and customer care
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For further information, please visit our customer care page.
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