Community Benefits Toolkit

An overview of the modules, annexes and tools available in the Community Benefits Toolkit is set out in the table below. 

You can also access these from the CARES Toolkit page 


Module Title


Tools, Templates and Annexes


Key points

·       Sets out the purpose and structure of the CARES community benefits toolkit

·       Provides a provisional road map for those seeking to secure, set up and deliver community benefits.

Links to:

·       Annex 1: Overview and common opportunities and challenges

Understanding community context

Key points

·       Sets out key factors influencing how communities respond to a new community benefit opportunity

·       Describes the various stakeholders in a community and their roles

·       Signposts readers to sources of support available to the community.

Links to:

·       Annex 2: Community Development

Securing community benefits

Key points

·       Highlights key principles to bear in mind and questions to ask when discussing community benefits

·       Sets out how to develop respectful and accountable relations between the prospective renewable energy business and the communities involved.

·       Provides information on what a written agreement between the prospective renewable energy business and the communities should cover.

Link to:

·       Template Community Benefits Agreement

·       Annex 3: Key questions for Community Benefit Funds

Creating a lasting legacy



Key points

·       Key principles of creating a lasting legacy.

·       Sets out the value in creating a community action plan

·       Introduces the key elements of, and the practicalities involved in developing, a community action plan


·       Example purpose statement for a community consultation exercise

Links to:

·       Example Community Action Plans

·       Example application forms for a grant making programme

·       Example Factsheets

·       Annex 4: Developing a fund strategy

·       Annex 5: Guide to open grant making

·       Example Invitation to Tender, interview questions, scoring sheet and consultancy agreements for Community Action Plans

Getting the governance right

Key points

·       Defines good governance and some key principles to bear in mind when selecting the most appropriate governance arrangements

·       Outlines the most common legal structures used for community benefit governance in Scotland, some of their main features and key considerations in using them

 ·       Considers some key procedures for ensuring good governance in setting up and operating a community benefits, such as how to recruit those who will sit on the group (or groups) overseeing delivery

·       Presents some options for administrative arrangements, and factors in deciding on the most appropriate one.


·       Guide to options for recruiting decision making group.

Links to:

·       Example Role Description for Advisory Panel Members

·       Example Conflicts of Interest Policy

·       Example Code of Conduct for Advisory Panel Members

·       Template Terms of Reference for a Community Panel

·       Annex 6: Governance arrangements

Monitor, evaluate, report

Key points

·       Highlights some important mechanisms for enabling accountability and transparency

·       Sets out key steps in establishing a monitoring framework that can capture information on spend, impact and learning

·       Considers how to review the impact of the funding distributed and adjust the community action plan and strategy where necessary, so as to ensure its ongoing effectiveness

·       Provides guidance on planning for effective reporting to key stakeholders.

Links to:

·       Example Fund Reports