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Monitoring
Guidelines for Monitoring of Grants by the City Parochial Foundation
| 1) |
All organisations which are currently
in receipt of a grant from the City Parochial Foundation are
expected to submit a report to the Foundation every
12 months of the grant period. The report should include: |
| a) |
a summary of the activities carried
out during the past 12 months of the grant; |
| b) |
details of any issues or problems
encountered and how these are being handled; |
| c) |
a client profile - this should be
limited to the number of clients served, the type of support
provided and the ethnic composition of clients; |
| d) |
Audited accounts or such annual financial
statements as are required by the Charities Act. |
| 2) |
If you have received a revenue
grant of up to £49,999 in total you will receive a self
monitoring form as you approach the end of the grant. The final
instalment of the grant will not be released until the fully
completed together with a copy of your most recent audited accounts,
are received by the Foundation |
| 3) |
Grants of £50,000 and above,
and a selection of grants below this amount that are considered
to be of particular interest to the Foundation, will be monitored
through visits of the Principal Officer (Programmes and Evaluation).
The Foundation operates a policy
whereby organisations are encouraged to evaluate their work
and as part of this process organisations will be expected
to
produce interim and final reports. The final instalment of
the grant will not be released until the completed form, together
with a copy of your most recent audited accounts, are received
by the Foundation |
| 4) |
4. During the period of your grant
an Officer may visit you from the Foundation who will be interested
in examining details of your staffing and management structures,
and your financial control system. The Officer will also wish
to discuss your self-monitoring procedures with you. |
The monitoring forms are available to download
in PDF form for you to fill out and return. There are two forms,
one for second-tier organisations and one for all other organisations.
To download click on the icon below.
If you intend to use the word or PDF version of this form, please
ensure that you insert the name of your organisation at the top
of the form and your reference/file number. Please note that we
require a signature on this form and, therefore, we cannot accept
the form by email.
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"A
Trust For The Poor Of London"
