Form for Expenditure Under £5,000 – Bucks Hospitals Charity

Before you begin

Charity Commission Regulations state that the principal purpose of the NHS charities is to deliver services to patients and that the outcome of using Charitable Funds should have a patient focus. In order that we can demonstrate compliance with these regulations please provide an explanation on how this expenditure complies specifically with the categories and criteria mentioned below. This will ensure that the use of the Charitable Funds is justified and the expenditure can then be authorised.

This clarification is required for expenditure where it is complex to perceive instantly the direct benefit of the patients that are being treated at Buckinghamshire Healthcare NHS Trust and where it is not clear why this expenditure should not be covered directly by the Trust.

Please take into consideration that the Charitable Funds policy, states that attendance at a training event or conference, the subject of which, however commendable, is not likely to benefit the health of the people of Buckinghamshire, cannot be funded by the Charitable Funds.

Are you applying for a grant for training or a conference? *

Fund details

Information about our active funds

Fund number *

Fund name *

About the expenditure

Amount of funding *

What the funding will pay for *

Clarification questions

How is the proposed expenditure in the patient benefit? *

How is the proposed expenditure over and above the level that the NHS Trust would be expected to cover? *

What is the direct impact in the services to patients / staff? *

The impact is all the changes resulting from this activity, project or service. It includes intended, positive, and short-term / long-term effects.

Clarification questions for training and conferences

Have you requested this funding to the Education, Development and Learning (EDL) before contacting the Charitable Funds? *

How will the proposed expenditure have an impact on patient care and how this will be measured? *

Is this request within the established threshold? *

Fund Signatories cannot authorise the spending of a sum greater than 20% or £500 whichever is the lower, of their fund balance in any financial year on learning and development opportunities. Above this expenditure limit, approval will be required by the Charitable Funds Committee.

Clawback agreement *

A clawback agreement must be in place and signed prior to the release of funds.

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Attach clawback agreement *

File name:

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Your name

Title

Given name *

Family name *

Email address *

You must use your nhs.net email address when submitting this form.

Phone number *

Clarification form for expenditure under £5,000