Complaints Process
Formal complaints about the assessment process

1. The complaint is forwarded to the Manager Governance & Reporting

2. The Foundation’s response

Following review by Foundation? staff in the relevant fund or scheme the Foundation will write to the applicant within 20 working days indicating why the applicant’s initial proposal was denied.

3. Review by the Chief Executive

If the applicant remains dissatisfied by the explanation, they can make a written request to the Manager Governance & Reporting for a review of the decision by the Chief Executive.

4. If the Chief Executive disagrees with the complaint

If the Chief Executive believes there has not been a failure in the assessment process the original recommendation will stand. The applicant will be notified of the decision.

5. If the Chief Executive agrees with the complaint

If the Chief Executive agrees there has been a failure in the process, the relevant advisory group will reconsider the proposal.

The advisory group’s recommendation will be taken to the next Investment Sub-committee meeting and the applicant will be informed of the result as soon as possible.