Common use of Financial, Managerial and Monitoring Conditions Clause in Contracts

Financial, Managerial and Monitoring Conditions. 2.2.1. The Partner will be responsible for the delivery of the Partner’s own activities, deliverables and associated outputs and outcomes and will be responsible for collecting and collating performance monitoring information relating to deliverables, outputs and outcomes in accordance with the Service Level Agreement (which will outline how the Delivery Partner shares learning on impact with Age UK Bristol and the wider Partnership). 2.2.2. The Partner should submit agreed performance monitoring information on a quarterly basis to Age UK Bristol’s named Contract Manager, using the agreed monitoring framework which sets out provider responsibility to work with the Programme-level evaluator. 2.2.3. The Delivery Partner will enter into a separate Service Level Agreement (as attached at Part 2). 2.2.4. Age UK Bristol will manage and administer a payment system in respect of Partner claims or invoices relating to any previously agreed expenditure for the Bristol Ageing Bristol Programme Delivery Partner’s Service Level Agreement (attached at Part 2). 2.2.5. Age UK Bristol undertakes to make payment within 30 days of receipt of satisfactory invoices or claims once Age UK Bristol has received grant funding from the Fund. 2.2.6. Age UK Bristol is not liable to make any payments to the Partner until Age UK Bristol has received grant funding from the Fund. 2.2.7. The Partner must keep records relating to the Agreement for a period of seven years from the end of the Agreement. This includes financial records (personnel and payroll records). The Partner must allow the Fund and the National Audit Office access to these records if required. The Lead Partner will provide BIG with information and documents as required and comply with any reasonable requirements of BIG in relation to visits and meetings within working hours. 2.2.8. At the end of each calendar year, as part of the budget setting process for the following financial year, Partners shall have the opportunity to review the level of involvement that they will have in the project including any services they intend to offer and the amount of accommodation they require to utilise. Any planned change shall be deemed to be confirmation of the Partner Roles for that period. 2.2.9. In the event that the Partner wishes to withdraw from or make any reduction to their involvement in the Partnership, then it shall give not less than 6 months notice to the Lead Partner (or less notice with agreement of Age UK Bristol) at the address provided at A5. Age UK Bristol and the Partner will meet as soon as practical after the Partner’s intention is declared to agree the best way forward, minimising impact on the service and service users and allowing time for replacing the elements of delivery as required. Agreements reached will be recorded and signed off by both parties as a variation of the Agreement. The Big Lottery Fund will be informed of any changes and possible impact. In the event the Partner indicates its intention to withdraw, the Lead Partner shall then consider whether it is necessary to recruit a replacement partner. If this proves to be the case then an Expression of Interest process the same as that originally used to select and subsequently extend the Partnership will be instigated. 2.2.10. Changes shall not be made to this Agreement without prior consultation with and the agreement of the Partners. The Partners agree that any such changes must comply with the BIG Lottery Terms & Conditions and in the event that they do not, the BIG Lottery Terms & Conditions shall take precedence and apply.

Financial, Managerial and Monitoring Conditions. 2.2.1. The Partner will be responsible for the delivery of the Partner’s own activities, deliverables and associated outputs and outcomes and will be responsible for collecting and collating performance monitoring information relating to deliverables, outputs and outcomes in accordance with the Service Level Agreement (which will outline how the Delivery Partner shares learning on impact with Age UK Bristol and the wider Partnership). 2.2.2. The Partner should submit agreed performance monitoring information on a quarterly basis to Age UK Bristol’s named Contract Manager, using the agreed monitoring framework which sets out provider responsibility to work with the Programme-level evaluator. 2.2.3. The Delivery Partner will enter into a separate Service Level Agreement (as attached at Part 2). 2.2.4. Age UK Bristol will manage and administer a payment system in respect of Partner claims or invoices relating to any previously agreed expenditure for the Bristol Ageing Bristol Programme Delivery Partner’s Service Level Agreement (attached at Part 2). 2.2.5. Age UK Bristol undertakes to make payment within 30 days of receipt of satisfactory invoices or claims once Age UK Bristol has received grant funding from the Fund. 2.2.6. Age UK Bristol is not liable to make any payments to the Partner until Age UK Bristol has received grant funding from the Fund. 2.2.7. The Partner must keep records relating to the Agreement for a period of seven years from the end of the Agreement. This includes financial records (personnel and payroll records). The Partner must allow the Fund and the National Audit Office access to these records if required. The Lead Partner will provide BIG with information and documents as required and comply with any reasonable requirements of BIG in relation to visits and meetings within working hours. 2.2.8. At the end of each calendar year, as part of the budget setting process for the following financial year, Partners shall have the opportunity to review the level of involvement that they will have in the project including any services they intend to offer and the amount of accommodation they require to utilise. Any planned change shall be deemed to be confirmation of the Partner Roles for that period. 2.2.9. In the event that the Partner wishes to withdraw from or make any reduction to their involvement in the Partnership, then it shall give not less than 6 months notice to the Lead Partner (or less notice with agreement of Age UK Bristol) at the address provided at A51.5. Age UK Bristol and the Partner will meet as soon as practical after the Partner’s intention is declared to agree the best way forward, minimising impact on the service and service users and allowing time for replacing the elements of delivery as required. Agreements reached will be recorded and signed off by both parties as a variation of the Agreement. The Big Lottery Fund will be informed of any changes and possible impact. In the event the Partner indicates its intention to withdraw, the Lead Partner shall then consider whether it is necessary to recruit a replacement partner. If this proves to be the case then an Expression of Interest process the same as that originally used to select and subsequently extend the Partnership will be instigated. 2.2.10. Changes shall not be made to this Agreement without prior consultation with and the agreement of the Partners. The Partners agree that any such changes must comply with the BIG Lottery Terms & Conditions and in the event that they do not, the BIG Lottery Terms & Conditions shall take precedence and apply.

Financial, Managerial and Monitoring Conditions. 2.2.1. The Partner will be responsible for the delivery of the Partner’s own activities, deliverables and associated outputs and outcomes and will be responsible for collecting and collating performance monitoring information relating to deliverables, outputs and outcomes in accordance with the Service Level Agreement and Addendum (which will outline how the Delivery Partner shares learning on impact with Age UK Bristol and the wider Partnership). 2.2.2. The Partner should submit agreed performance monitoring information on a quarterly basis to Age UK BristolXXX’s named Contract Manager, using the agreed monitoring framework which sets out provider responsibility to work with the Programme-level evaluator. 2.2.3. The Delivery Partner will enter into a separate Service Level Agreement (as attached at Part 2)) and Addendum. 2.2.4. Age UK Bristol will manage and administer a payment system in respect of Partner claims or invoices relating to any previously agreed expenditure for the Bristol Ageing Bristol Programme Delivery Partner’s Service Level Agreement (attached at Part 2)) and Addendum. 2.2.5. Age UK Bristol undertakes to make payment within 30 days of receipt of satisfactory invoices or claims once Age UK Bristol has received grant funding from the Fund. 2.2.6. Age UK Bristol is not liable to make any payments to the Partner until Age UK Bristol has received grant funding from the Fund. 2.2.7. The Partner must keep records relating to the Agreement for a period of seven years from the end of the Agreement. This includes financial records (personnel and payroll records). The Partner must allow the Fund and the National Audit Office access to these records if required. The Lead Partner will provide BIG the Fund with information and documents as required and comply with any reasonable requirements of BIG the Fund in relation to visits and meetings within working hours. 2.2.8. At the end of each calendar year, as part of the budget setting process for the following financial year, Partners shall have the opportunity to review the level of involvement that they will have in the project including any services they intend to offer and the amount of accommodation they require to utilise. Any planned change shall be deemed to be confirmation of the Partner Roles for that period. 2.2.9. In the event that the Partner wishes to withdraw from or make any reduction to their involvement in the Partnership, then it shall give not less than 6 months notice to the Lead Partner (or less notice with agreement of Age UK Bristol) at the address provided at A51.5. Age UK Bristol and the Partner will meet as soon as practical after the Partner’s intention is declared to agree the best way forward, minimising impact on the service and service users and allowing time for replacing the elements of delivery as required. Agreements reached will be recorded and signed off by both parties as a variation of the Agreement. The Big Lottery Fund will be informed of any changes and possible impact. In the event the Partner indicates its intention to withdraw, the Lead Partner shall then consider whether it is necessary to recruit a replacement partner. If this proves to be the case then an Expression of Interest process the same as that originally used to select and subsequently extend the Partnership will be instigated. 2.2.10. Changes shall not be made to this Agreement without prior consultation with and the agreement of the Partners. The Partners agree that any such changes must comply with the BIG Lottery Terms & Conditions and in the event that they do not, the BIG Lottery Terms & Conditions shall take precedence and apply.