Template Instructions. If Grantee is a trustee of a Trust, you should confirm the legal status of the trustee and use the appropriate execution clause. For example, if the trustee is a company, use the company execution clause. Make sure that you use the name of the trustee (NOT the Trust) as the 'name' of the Grantee- as the trustee is the legal entity entering into the Agreement. If requested by the Grantee, the words 'as trustee of the XXX Trust' could be included at the end of the name. Schedule 1: Commonwealth General Grant Conditions
Template Instructions. If Grantee is a trustee of a Trust, you should confirm the legal status of the trustee and use the appropriate execution clause. For example, if the trustee is a company, use the company execution clause. Make sure that you use the name of the trustee (NOT the Trust) as the 'name' of the Grantee- as the trustee is the legal entity entering into the Agreement. If requested by the Grantee, the words 'as trustee of the XXX Trust' could be included at the end of the name. S chedule 1: Commonwealth General Grant Conditions The Grantee agrees to undertake the Activity in accordance with this Agreement.
Template Instructions. If the grantee is a trustee of a trust, you should ensure that you include both the full legal name of the grantee, and the full name of the trust. In this situation, check that the ABN and GST information that is included is the ABN and GST registration that relates to the trust (rather than the trustee itself). Where an ACN is relevant, the ACN will be the ACN of the trustee. Attachment A – Grant schedule Program <program name> Grantee <organisation name> Grantee ABN <organisation ABN> Project title <project name> Project number <project number> Project description (Grant Activity) <project activities> <project outcome> Project start date <project start date> Anticipated completion date <project end date> Total eligible expenditure $<total eligible expenditure> Grant percentage Up to <grant percentage>% Total/maximum grant $<funding amount>(plus GST where applicable) Capped amount in financial year <yyyy-yy 1> $<amount year 1> (plus GST where applicable) Project end date 30/06/2020 End of project report due date <anticipated project completion date + 30 days> Agreement end date 07/12/2020 Attachment B - Letter of Agreement Terms and Conditions
Template Instructions. If the grantee is a trustee of a trust, include both the full legal name of the trustee, and the full name of the trust as the grantee. Check that the ABN and GST information included is the ABN and GST registration that relates to the trust (rather than the trustee). Where an ACN is relevant, it will be the ACN of the trustee. Attachment A - Grant Schedule Program <program name> Grantee <organisation name> Grantee ABN <organisation ABN> Project title <project title> Project number <project number> Project description (Grant Activity) <project activities> <project outcome> Project start date <project start date> Anticipated completion date <project end date> Total eligible expenditure $<total eligible expenditure> Grant percentage Up to <grant percentage> per cent Total/maximum grant $<funding amount>(plus GST where applicable) Capped amount in financial year <yyyy-yy 1> $<amount year 1> (plus GST where applicable) Capped amount in financial year <yyyy-yy 2> $<amount year 2> (plus GST where applicable) Project end date 30/06/2020 End of project report due date <anticipated project completion date + 30 days> Agreement end date 07/12/2020 I agree to the terms and conditions outlined in this grant Template Instructions: Use this signature block if grantee is a company. Make sure the ABN or ACN is included with organisation name. Full legal name of the grantee <organisation> <ABN> Director’s name(print) Signature Date Director/Company Secretary name (print) Signature Date Template Instructions: Use this signature block if grantee is an Incorporated Association. Make sure ABN or other registration number is included with organisation name. Full legal name of the grantee <organisation> <ABN> Public Officer’s name(print) Signature Date Committee member/Secretary name (print) Signature Date Attachment B - Letter of Agreement Terms and Conditions
Template Instructions. The Commonwealth General Grant Conditions (General Grant Conditions) at Schedule 1 define the standard rights and obligations, and contain definitions, that apply to the entire Agreement. These conditions cannot be changed. However, any Supplementary Terms included in the Grant Details will take priority over the General Grant Conditions in the event of inconsistency. Note that any Supplementary Terms included in the Grant Details will only apply to the specific Grant covered by the Grant Details. Where a subsequent Grant is being provided under an existing Agreement, when completing the Grant Details for the Grant you will need to consider again whether any of the Supplementary Terms should apply to that Grant and include or delete as appropriate. Contents Grant Agreement <grant number> 4 Parties to this Agreement 4 Background 5 Scope of this Agreement 5 Grant Details <grant number> 6
Template Instructions. You should include a detailed description of the Activity linked to relevant key performance indicators. If appropriate, you can structure this using 'milestones' or 'stages' - particularly if the Grant is paid in instalments or where the Grantee is required to provide any reporting of the Activity (whether performance or financial). Include the details of any reports required as part of the Activity at Item E below. If appropriate, you should include details of anything that is not part of the Activity and therefore not covered by the expenditure of the Grant. The Activity is made up of your Project and all eligible project activities as specified in these Grant Details. <Describe the Project, i.e. what the grantee will spend the grant funds doing. It is important to include enough detail to allow the Commonwealth to judge whether what the grantee is doing/spending the grant funds on falls within the approved scope. Use the following headings <Project title> <Project scope and description, including key eligible activities> <Project outcomes> In undertaking the Activity, the Grantee must comply with the requirements of the Grant Opportunity Guidelines (as in force from time-to-time). You must notify us about events relating to the Project and provide an opportunity for the Minister or their representative to attend. The Activity will be undertaken with the following project partners: <Entity name> <Country> <ABN (Australian entities only> <Entity name> <Country> <ABN (Australian entities only> <Entity name> <Country> <ABN (Australian entities only>
Template Instructions. Agreed evidence can be negotiated and may include but is not limited to the following examples: • • • • • • • Summary reports from grantee’s database Video record of a webinar or a face to face workshop with a group of small businesses Webchat logs Evidence of promotional activities e.g. links to social media where services have been promoted to small businesses invoices of paid advertising sample marketing images etc. Sample ‘digital business needs assessments’ and ‘digital engagement plans’ Sample of completed client satisfaction surveys Receipts from eligible expenditure incurred in progress period The Grantee agrees to provide the following reports to the Commonwealth representative in accordance with the Reporting Templates (Schedule 1). Report type Period start date Period end date Agreed evidence Due date Progress report 1 02/07/2018 30/09/2018 [agreed evidence] 31/10/2018 Progress report 2 01/10/2018 31/12/2018 [agreed evidence] 31/01/2019 Progress report 3 01/01/2019 31/03/2019 [agreed evidence] 30/04/2019 Progress report 4 01/04/2019 30/06/2019 [agreed evidence] 31/07/2019 Progress report 5 01/07/2019 30/09/2019 [agreed evidence] 31/10/2019 Progress report 6 01/10/2019 31/12/2019 [agreed evidence] 31/01/2020 Progress report 7 01/01/2020 31/03/2020 [agreed evidence] 30/04/2020 Progress report 8 01/04/2020 30/06/2020 [agreed evidence] 31/07/2020 Progress report 9 01/07/2020 30/09/2020 [agreed evidence] 31/10/2020 Progress report 10 01/10/2020 31/12/2020 [agreed evidence] 31/01/2021 Progress report 11 01/01/2021 31/03/2021 [agreed evidence] 30/04/2021 Progress report 12 01/04/2021 30/06/2021 [agreed evidence] 31/07/2021 Final report and Independent audit report 02/07/2018 30/06/2021 [agreed evidence] 31/08/2021 During the Agreement period, we may ask you for ad-hoc reports on your project. You must provide these reports in the timeframes notified by the Commonwealth.
Template Instructions. You will need to consider the legal status and structure of the Grantee. The execution clause may need to be amended to reflect this. You should contact your legal area if you have any uncertainty as to how the Grantee should execute the Agreement. This is particularly the case where the Grantee is a partnership or a trust, or where the Grantee proposes an alternative form of execution clause. Signature Date Signature Date Date Signature Date Template Instructions: Use this signature block if Grantee is a company. A company may execute a document without using a common seal if the document is signed by 2 directors or a director and a company secretary of the company. If the company has a sole director who is also the sole company secretary, that director must sign. A company with a common seal may execute a document if the seal is fixed to the document and the fixing of the seal is witnessed by 2 directors or a director and company secretary of the company. If the company has a sole director who is also the sole company secretary, that director must witness the fixing of the seal. Signature Date Signature Date Template Instructions: Use this signature block if Grantee is an Incorporated Association. Signature Date Signature Date Template Instructions: Use this signature block if Grantee is a Partnership. Note that each partner should execute, add extra rows as required. Signature Date Signature Date
Template Instructions. Insert the progress report template here. Confirm all details in the stand-alone A17.07 progress report template created for your program. Open the report document, select all (ctrl A) and then “copy” (ctrl C). Return to this document and below this box, “paste” (ctrl V). You will need to ensure the numbering restarts with each new appendix. Delete this instruction box. For assistance contact the Business Grants Hub.
Template Instructions. This template offers instructions, sample language, and boilerplate language, written in 12-point Arial bold font and distinguished by color, brackets, and italics as shown below:
