Resources
Welcome to Block Grant Authority Resources
building futures, together Seminar
Conducted on Wednesday 15 October 2025 supported by AISSA Priority Partner Swanbury Penglase, Queensland Block Grant Authority, AISSA and the SAIS Block Grant Authority.
The topics covered would interest schools considering a new or updated Master Plan, new construction and/or refurbishment of capital assets. We encourage all Principals and Business Managers that are considering any capital improvements for their school that were unable to attend in person, to view the resources at their leisure.
Additional resources developed by the Queensland BGA have been made available to our members schools.
Please click on this link to access the QLD BGA RESOURCES.
Thanks to Gary and his team for making them available.
Access to the resources from the seminar are contained in a OneDrive folder and will be available until 31 January 2026.
CLICK HERE
The folder contains two separate folders as follows:
PowerPoint Presentations – contains the PowerPoint slides saved in PDF format for each of the sessions.
Recording of Sessions – contains 3 separate files which are labeled as follows:
Session 1 – Presented by Jane Pike, Executive Officer BGA SA
Capital Grant Information Session – Applications for project funding in 2027Session 2 – Presented by Gary Adsett General Manager BGA Queensland
Design Quality and Delivery – Value for MoneySession 3 – Presented by Andrew Phillips, Marty Frost and Margurite Bartolo from Swanbury Penglase
Introduction by Andrew Phillips followed by Practical Approaches to School Sustainability and Sustainable Learning Landscapes
Make an Application – download a copy of Stage 1 Notice of Intent. DUE BY 27 NOVEMBER 2025. You must be logged into the website to reach this page. Please request access via the Registration area on the home page if you require access. All access registrations are reviewed prior to approval.
Please send your completed forms to bga@ais.sa.edu.au
Applications, Forms and Accountability Requirements – relating to Capital & Master Plan Grants
Go to MAKE AN APPLICATION to download the CGP Application Form.
Area and Cost Guidelines These are updated annually.
Accountability Forms
Results of Tender
Project Management Checklist
Notification of Contract Signing or Project Management
Progressive Expenditure Statement (PES)
Architect Statement of Completion
Accountants Certificate
Australian Government Recognition Requirements and Opening Ceremony Information
Information Sheets
Designated Use Period This guideline details the formula that calculates the Right of Repayment Amount to the Commonwealth if a funded facility is demolished and/or unused and/or sold. Schools refer to this document to calculate approximate Contingent Liability amounts. Alternatively, you can download the Contingent Liability Calculation Template. Please note the DISCLAIMER within the Template.
Project Management Checklist
Information Sheet- Successful Capital Grant Requirements
Application
Master Plan Application
Application Information
Accountability Forms
Master Plan Expenditure Statement (MPES)
Accountants Certificate
Information Sheets
Master Plan Grant Guideline
2025 Dates
Thursday, 27 November 2025
Closing date for Stage 1 Notice of Intent for Round 2027 Capital Grants.
Thursday, 4 December 2025
Applications Open for Stage 2 Initial Application for Round 2027 Capital Grants.
19 December 2025 – 5 January 2026 inclusive
BGA & AISSA Office closed
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2026 Dates
Thursday, 29 January 2025
Closing date for Stage 2 Initial Application for Round 2027 Capital Grants.
1st Round Closing date for Master Plan Grant applications to be considered at the Committee’s February Meeting.
Tuesday 17 February – Thursday 19 March 2026
School Visits by a panel from the BGA Committee to those schools that have lodged a Stage 2 Initial Application for Round 2027
Thursday, 26 March 2026
Applications Open for Stage 3 Financial Documentation for Round 2027 Capital Grants.
Thursday 9 April 2026 (End of Term 1)
Closing date for Stage 3 Financial Documentation for Round 2027 Capital Grants.
Thursday 28 May to 3 June 2026
Schools advised of indicative grants for Stage 4 Final Documentation for Round 2027 Capital Grants.
Thursday 4 June 2026
Applications Open for Stage 4 Final Documentation for Round 2027 Capital Grants.
Thursday, 9 July 2026 (Mid School Holidays)
Closing date for Stage 4 Final Documentation Round 2027 Capital Grants
Thursday 30 July 2026
2nd Round Closing date for Master Plan Grant applications to be considered at the Committee’s August meeting.
Tuesday 1 September 2026
Applications Open for Stage 1 Notice of Intent for Round 2028 Capital Grants.
Thursday 24 September 2026
BGA submits recommended 2027 Round Grants to DoE for approval. The Minister advises schools in November/December 2026. Contracts MUST NOT be signed for projects until the Minister’s approval is received, and the BGA has approved the tendering process.
Wednesday 14 October 2026 (TBC)
SEMINAR: Walk through of the Capital Grant Application for 2028.
Thursday, 26 November 2026
Closing date for Stage 1 Notice of Intent for Round 2028 Capital Grants.
Thursday, 3 December 2026
Applications Open for Stage 2 Initial Application for Round 2028 Capital Grants.
21 December 2026 – 1 January 2027 inclusive (TBC)
BGA & AISSA Office closed
Guidelines, Procedures and Policies – relating to the SA Independent Schools Block Grant Authority.
This guideline documents the methods used for the initial allocation and indexation of Capital Grants Program (CGP) funding of projects, re-allocation of funding where schools have withdrawn from a round after funding has been approved, and full allocation of funding for an under prescribed round….. Click here to learn more
It has been the BGA practice not to allow the recovery of Application Cost’s relating to projects, however rising costs and the requirements put in place by the BGA to obtain up to date QS reports, etc, during the process has put additional financial pressure on schools.
The process for Capital Grant funding takes place over a period of 11-15 months. During this time schools incur costs when preparing formal Applications for Capital Grant Program Grants.
Costs may include, for example:
• fees for architects,
• quantity surveyors (QS),
• consultants (eg soil, engineering, traffic) etc
Schools may recover these application costs by including them as project expenses on projects which are approved by the Commonwealth government. Costs incurred on unsuccessful projects relating to the application process are at the schools expense ……. Click here to learn more
In assessing a Project’s eligibility for a Grant, the Commonwealth requires the BGA to aim for a Minimum Viable Project that meets the objectives of the Capital Grants Program (CGP), is based on sound student enrolment projections for the period closely following the completion of the project and meets the educational needs of the school …. Click here to learn more
When recommending projects to the Commonwealth Government for approval, previous practice has been to include Construction Contingencies, Design Contingencies and Country Loading as part of the Approved Project Cost.
Contingency amounts provided in a QS may not be utilised during the construction of a project and if included as part of the Approved Project Cost it potentially inflates what the actual project cost may be………Click here to learn more
The objectives of the Management Sub-Committee are to provide advice to the BGA Committee of Management (the Committee) in all aspects of control, reporting and financial management and to provide assurance to the Committee that the Authority is meeting its contractual and agreement responsibilities with the Australian Government and other relevant authorities and agencies.
The objectives of the Management Sub-Committee are to provide advice to the BGA Committee of Management (the Committee) in all aspects of control, reporting and financial management and to provide assurance to the Committee that the Authority is meeting its contractual and agreement responsibilities with the Australian Government and other relevant authorities and agencies………Click here to learn more
The Capital Grants Program Guidelines, Attachment 8 details the expectations regarding recognition of the Australian Government where funding has been made to support a Capital Project. ………Click here to learn more
Under the Education Act 2013 and the CGP Program Guidelines, the Commonwealth Government has a financial interest in any grant over $75,000 for up to 20 years, depending on the size of the grant. This situation applies to Capital Grants, BER grants and TTC/TSC grants……..Click here to learn more
Those involved in the BGA’s governance, management and operations have a duty at all times to act honestly and diligently in the best interests of the BGA and in accordance with the Constitution.
The BGA’s governance is best served by involving people with appropriate skills. This may include people who are actively employed in its schools or their systems, and people providing professional services to those schools or systems, and people who may have had these positions in the past………Click here to learn more
The Commonwealth Government right to repayment is documented in the Capital Grants Program Guidelines with references to the Australian Education Regulation 2013 (The Regulation). Section 64 of The Regulation specifies the repayment periods and recoverable amounts on the calculated portion of the grant that will become repayable where, at any time during the Designated Use Period, the school ceases to provide primary/secondary education……….Click here to learn more
Contingent Liability Calculation Template – To calculate a project’s Contingent Liability, CLICK HERE to download an Excel Template which will assist you to calculate the amount owing at the end of any given calendar year. Any calculation made as a result of the disposal of school assets that have received Capital Funding would need to be confirmed by the Commonwealth.
In relation to the Contingent Liability Template please note the following disclaimer: This material is provided to you on the understanding that SAIS BGA is not engaged in rendering professional advice. Before using this material, you should carefully evaluate its accuracy, currency, completeness and relevance for your purposes, and you should obtain any appropriate professional advice relevant to the particular circumstances of your school. SAIS BGA does not accept any legal or other liability for the material provided or any reliance by you on the material in this document. This material is assembled in good faith and is distributed as guidance only. SAIS BGA reserves the right to change or amend any material in this document, and we are under no obligation to inform you of any changes or publish them.
The Finance Group assist the BGA Committee by evaluating the financial need of each school that applies for a Capital Grant in any given round of funding………Click here to learn more
The BGA chooses to pay an annual honorarium to certain members of its Committee and sub committees as a partial offset to the costs incurred by those members in making the valuable contributions they do to the BGA’s governance and operations………Click here to learn more
A school’s Master Plan is a broad framework of anticipated future needs and developments for a defined period, at a point in time. A Master Plan flows from a school’s Education Plan, is fully integrated with the school’s Asset Management Plan, and is a living document………Click here to learn more
The CGP Program Guidelines (updated annually) indicate that “proposed new schools must be able to demonstrate some certainty of successful establishment, operation and governance in relation to Commonwealth, state or territory and local government requirements. New schools may apply for capital funding prior to receiving recurrent funding.”
‘Requirements’ in South Australia means the requirements set by the Education Standards Board………Click here to learn more
To access Commonwealth funding programs relating to Capital Projects, a school must become a member of the SAIS Block Grant Authority (BGA). This requires the school’s Approved Authority to sign a Participation Agreement with the BGA……….Click here to learn more
In general, there are three approved models for the procurement of contracts for projects that have been supported by the Commonwealth Government through the Capital Grants Program (CGP) and other capital programs as announced from time to time………Click here to learn more
Under the Education Act 2013 and the CGP Program Guidelines, the Commonwealth retains a financial interest in any grant over $75,000 for up to 20 years, depending on the size of the grant. This situation applies to Capital Grants, BER grants and TTC/TSC grants. If a school ceases to operate, the SAIS BGA, on behalf of the Department of Education and Training, seeks to recover a portion of the grant or grants from the school………Click here to learn more
In assessing applications for capital grants, the SAIS BGA Committee is required to be satisfied that schools seeking grants are financially viable. That is, schools must be likely to remain financially solvent and continue to be eligible, to receive recurrent Commonwealth funding at the site proposed for the facilities for the foreseeable future………Click here to learn more
If you have any questions regarding these documents please contact the BGA CLICK HERE
