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*IMPORTANT
NOTICE*
CHANGES TO THE MEMORIAL GRANT
SCHEME FROM 1 APRIL 2012
We announced in October 2010 that from
1st April 2011 onwards, the Memorial Grant Scheme will
have a fixed annual budget of approximately £0.5m.
The scheme has been allocated this annual funding for
2011/12, 2012/13, 2013/14 and 2014/15.
During the financial year 2011/12, we
did not apply a mechanism of control to manage this
fixed budget. In order to ensure that all claimants
are treated fairly in the event of pressures on this
budget in future we will be introducing a new approach
to the scheme which is outline below.
- From 1st April 2012 the Memorial Grant scheme will
operate with quarterly fixed budgets (which will be
calculated equally from the total annual budget).
- Payments will be made once per quarter and the
payable rate will depend on the value of the eligible
claims received in that quarter, with each claim attracting
a fair pro-rata payment.
- The maximum grant payable in response to any application
will be 20% of project costs (i.e. the maximum payable
will be the full rate of VAT incurred on eligible
expenditure).
- If the total funding is not used in any quarter,
it will be available in the following quarter (but
not transferable between financial years). We will
publicise at the end of each quarter the value of
the applications received and the applicable payable
rate.
- We will publicise the total budget and key dates
for the scheme at the beginning of each financial
year. This will include the quarterly budget allocation,
quarterly payment dates, the date for all applications
to be received in each quarter and the date that queries
need to be cleared by.
- The scope continues as it has been since January
4th 2011 when professional fees, (including all design,
surveying, project management, fundraising fees etc)
became ineligible under the scheme. The eligibility
depends on the date the claim is received by the Memorial
Grant Scheme, not the date that the works were carried
out, or the date of the invoice.
- Any rejected claims, which are subsequently resubmitted,
the date of receipt will be the date the resubmitted
claim is received, not the date the original claim
was received.
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The Chancellor of the Exchequer announced in the March 2005
Budget, that both charities and faith groups excepted from
registering as charities, can reclaim VAT incurred on eligible
construction, renovation and maintenance of public memorials
since 16th March 2005.
All memorials must bear an inscription identifying the memorial
purpose. The text of the inscription must be included in question
8 of the application form.
Invoice spanning works before and after 16th March 2005
can be submitted, but only the element incurred on or after
this date will be refunded. This split must be made clear
on either the invoice or the application.
There is no minimum or maximum limit on the amount reclaimable.
Upto 10 invoices can now be included per application.
Payment dates
and claim deadlines
The total budget available for FY 2012/13 is £0.516
million. Payments will be made around the middle of July,
October, January and April. In order for an eligible claim
to be included in one of the quarterly payment runs:
- Applications must be received by the last working day
of the preceding month - June, September, December and March.
- Any queries on your application must be resolved by the
deadline stipulated below. If your query cannot be resolved
within this time, your application will roll forward into
the next quarter, and that quarter’s payable rate
will apply. In order to minimise the queries needing resolution
at quarter-end, you are asked to submit your application
as early as possible in the relevant quarter.
Dates and Budgets for 2012/13
The total budget for the scheme for 12/13 is £0.516m.
This will be allocated as follows:
| Quarter |
Period ending |
Applications to be received by |
Queries to be cleared by |
Payment to be made on or around |
Total funding for the period (to
include administration) |
1 |
30 June 2012 |
29 June 2012 |
5 July 2012 |
16 July 2012 |
£129,000 |
2 |
30 September 2012 |
28 September 2012 |
4 October 2012 |
15 October 2012 |
£129,000 |
3 |
31 December 2012 |
31 December 2012 |
9 January 2013 |
21 January 2013 |
£129,000 |
4 |
31 March 2013 |
29 March 2013 |
4 April 2013 |
18 April 2013 |
£129,000 |
These figures include grant assessment and processing costs,
project monitoring costs and IT development.
INTRODUCTION
This guidance is designed to help you in completing your
application. Please read this carefully before
completing the application form. If you require
further assistance, then please speak to one of our operators
on 0845 600 6430. Calls will be charged at the standard local
rate.
We will hold some of the information provided on computer.
This information will be used to process applications, grants
and produce statistics. Some of this information may be shared
with other grant providing organisations such as English Heritage,
Cadw or Historic Scotland, to avoid the possibility of duplicate
payments being made.
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