Help & Support
Final Reporting
You must submit your final project report, your final expenditure report and your final data report to the Transformation Fund Team by 23rd April. Once all of these documents have been approved you will receive the final instalment of your funding.
3 reports that you need to complete
1) Your final project report - Please note that this report is different to the milestone reports that you have previously completed. Please read the guidance below for information on the structure and content required for this report
Guidance notes for completing your final report - [Word file]
2) Your final expenditure report - You should have received your expenditure report when you signed your contract and you will have used this to submit your claim for payment in December and at the end of March. You will need to submit a final version of this report which may vary from the version of the report you submitted in March. The final report will need to include any additional costs you may have incurred for the period up to March 31st following the submission of your March expenditure report.
3) Your final data report - You will need to complete this online survey as you did in December. The information you submit must cover the period 16th December 2009 to 31st March 2010. Please read the survey guidance notes below advising you about the data that you need to have available before completing the survey. Do not submit the word file to us, this is for information only. You need to complete the survey by following the link below the guidance notes. The link to the survey will be live from 16th March
Guidance notes for completing the online survey - [Word file]
Start Final Data Report Online Survey
Please note, we only require one aggregate figure for all 'taster' sessions and for all longer courses. Figures entered here should include all activity from 16th December 2009 to 31st March 2010.
Final Declaration form
Please download this form, complete and sign it. You can submit the signed form in hard copy by post, or as a scan by email. Every project manager must complete this form.
Transformation Fund Final Declaration Form - [Word file]
The Pre-election period
The period from when the date of the General Election is announced until the close of polling (known informally as 'purdah') is one where public servants at national and local level are subject to strict legal requirements and rules to ensure that public resources are not used to give any candidates an electoral advantage nor put any other candidates at disadvantage.
On 6th May there will be both the general election and local elections (in some areas of England).
Informal adult learning activities are hardly ever big talking points for candidates ahead of an election and many are run entirely without public funding. Nevertheless officials associated with the Transformation Fund are concerned to ensure that projects that have received money as part of the Transformation Fund do NOT promote or publicise the Fund during the pre-election period. This includes invitations to politicians or candidates to visit projects, photo opportunities, launches of publications or exhibitions. If you are holding any events during this time you can talk about informal adult learning but not about the Transformation Fund.
All projects are asked to be extremely careful and responsible in complying with this in the run up to the General Election - to do otherwise could put the chances of any similar initiatives in the future at risk. If you have any questions whatsoever, please do not hesitate to get in touch with us at NIACE by email at transformationfund@niace.org.uk or by calling the help line on 0116 285 9651.
If in doubt it is best to check.
March Reporting
Please read through the detailed guidance notes below carefully as they include important information about the upcoming reporting processes.
March reporting guidance notes - [Word file]
You must submit your updated expenditure report to the Transformation Fund Team by 15th March. This report should include all committed expenditure up to 31st March. You will also need to submit a coversheet to accompany this report and you can find the template for this coversheet below.
Coversheet for final expenditure report - [Word file]
Once your expenditure report has been approved you will be able to claim payment for the work that will take place up to 31st March 2010. You will only be able to receive a maximum of 75% of your funding as the final 25% will be released once your final reports have been submitted and approved by us.
December Reporting
You must submit your December milestone report, your expenditure report and your December data report to the Transformation Fund Team by the 15 December. Once all of these reports have been approved you will be able to claim payment for work that has taken place in period 1. Please read through the guidance notes (see below) that explain the process for submitting reports and receiving payment.
Guidance notes for submitting reports - [Word File]
3 Things you need to complete:
1) December milestone report
December Milestone Report - [Word File]
2) Expenditure Report
You should have received your expenditure report when you received your contract. You will need to complete sheet 2 (first period claim) before submitting this document. If you are unable to locate your copy of this spreadsheet please contact the Transformation Fund Team at transformationfund@niace.org.uk or on 0116 285 9651
3) December Data Report - [online survey]
You will need to complete this online survey. Please read the survey guidance notes (see below) advising you about the data you need to have available before completing the survey. Do not submit the Word file to us, this for information only.
Survey guidance notes - [Word File] - Read this first
Start December Data Report Online Survey
Useful contacts
As managers of the Transformation fund, NIACE recognises the need for all successful projects to be supported throughout the duration of the project, especially in the early stages as grants and contracts are awarded.
An email will be sent to all successful projects naming your Relationship Manager and providing contact details for them, plus the Press Officer and Project Manager details.
If you have any questions now, please email transformationfund@niace.org.uk
Relationship Manager
Each project will be assigned a Relationship Manager who will act as the main point of contact for all questions and enquiries you may have.
The team of office based Relationship Managers will be able to advise you on a variety of Transformation Fund queries, ranging from systems and finance information to the status of your contract. If your Relationship Manager is not available, there will always be an alternative Relationship Manager who will be able to answer your question.
There will, of course, be occasions when we need to pass your enquiry to another colleague to answer. In these instances the Relationship Manager will tell you who will be contacting you and afterwards check that you are happy with the answer(s) you have received.
Press Officer
We want to help you publicise your project so that a wide audience can see what you are achieving. Our Press Officer may contact you asking for information on your project so that we can publicise it on your behalf on this website and through the media.
You will only be contacted by one person in our Press Office, which will be confirmed to you by your Relationship Manager at the start of your project.
Transformation Fund Project Manager
A Project Manager has been appointed to oversee all aspects of the Transformation Fund and may also contact you from time to time. This is an opportunity for you to feedback on the level of help and support you are receiving.
Transformation Fund Project Handbook - October 2009 Version 2.0
Please note that this is a working document and is subject to change.
Transformation Fund Project Handbook - [PDF File]
Project Work Plan & Budget Profile
You must submit a project work plan and budget for approval before we can make the first payment to you. Both documents can be downloaded by clicking on the links below:
Budget Template - [Excel File]
Grant Request Form
The Grant Request Form should be completed after you have received your Terms and Conditions letter.
Grant Request Form - [Word File]
Project reference number
All successful Transformation Fund projects have been allocated a unique reference number.
We would be grateful if you could quote your project reference number in any emails or if you telephone us, this will allow us to deal with your query more quickly and allocate it to the correct person.
The document containing the list of these can be downloaded by clicking on the link below.
Project reference numbers - [Excel File]
Communications and publicity support
As part of the criteria for being awarded a Transformation Fund grant, all projects are required to implement a dissemination strategy which may also include communications and publicity.
NIACE has experienced Communications and Publicity Officers who can provide help and advice in forming all or some aspects of these plans.
If you would like support in making the most of your project dissemination, please email transformationfund@niace.org.uk and we will contact you as soon as possible.
Press Release Template
To help you promote your project through your local press/media, we have produced a Press Release Template. Simply download the Word file below and replace the necessary sections with your details.
Press Release Template - [Word File].
