Key Manager Grant Claim Checklist

Project Number:

Details of person responsible for company claim Name: Date claim received by Company: Enterprise Ireland

Email Address:

Address:

 Please complete details above and mark each box below to indicate that the required documents are enclosed.  Failure to submit any of the required documents will result in the claim being returned with the missing items marked.  Documents should be attached to this completed checklist in the order listed below and submitted by post. Items Checked Required Documents Details Enclosed By E.I. N.B. All proof of payment* for each item, must be in the Grantee Key Manager Grant Company name. Claim Form and associated *N.B. When printing out online bank statements as proof of payment, documents please ensure that the account number and the Grantee’s name are clearly showing on the statement. If your project is co-funded by European Regional Development Fund (ERDF), refer to “source of funding” section, Schedule A1 in your Letter of Offer. ERDF checklist Download a separate ERDF checklist. Evidence of compliance should be available at time of site inspection. If the above does not apply, mark “n/a” in the “Items Enclosed” column. Completed and signed by MD or 2 Directors on Grantee Company’s Headed Directors Statement Paper. Must be cumulative and original. Please note the Please refer to your Letter of Offer to confirm what expenditure has Claim Form is been approved. available in Excel – there is 1 worksheet Please ensure a copy of the most recent payslip for the employee and in the excel claim corresponding proof of payment i.e. bank statement (for batch payments, form, which must be payroll listing is also required). cumulative. Include with 1st claim only, a copy of employment contract for Key Manager of Grantee Company) on which grant is being claimed. The contract should be Employment dated and signed by both the company personnel representative and the Contracts employee. The contract should also include employee name, job title, job location, start date and salary. If the key manager is replaced, on 2nd claim please, include any their replacements contract also. Some grant approvals have special or performance related conditions included as a pre-condition of payment. Evidence of compliance with these conditions Special Conditions should be forwarded to your Development Adviser for clearance. (The special/performance related conditions are specified in the Letter of Offer – Schedule A1.) Tax Clearance for the Grantee Company must be valid on submission and at payment of grant claim. Please input PPSN/Tax Reference Number Tax Clearance (TRN) and Tax Clearance Access Number (TCAN) for verification.

PPSN/TRN: ______TCAN: ______Enterprise Ireland makes all payments by Electronic Fund Transfer (EFT). A bank details form should be completed and submitted if, this is the first time a claim is made or if the Grantee’s bank details have changed. Bank Details Form N.B. The name of the bank account must be the same as that of the Grantee . If the above does not apply, mark “n/a” in the “Items Enclosed” column.

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