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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 Trust for London, are expected
to submit a report to the Trust 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.
If this information is contained in the organisation’s
formal Annual Report then the latter is sufficient. An additional
report will not be necessary, except where it is a condition
of the grant to produce a separate report on the work funded. |
| 2) |
You will receive a self-evaluation
form as you approach the end of the grant. The final instalment
of the grant will not be released until the completed form is
received by the Trust |
| 3) |
During the period of your grant you
may be visited by an Officer from the Trust 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 and Word form for you to fill out and return.
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. To download click on the icon below.
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"A
Trust For The Poor Of London"
