So, you have been successfully offered an Innovate UK or Horizon 2020 grant to drive your R&D forward but are worried about compiling all the paperwork and complying with the rules for making claims. You may be concerned the Monitoring Officer is asking for too much detail and it takes up far too much time and they reject the claim. You are never quite ready for the quarterly review?

We work with companies from all sectors and across the UK to deliver claims management ensuring the Monitoring Officer is delighted with the quality of the reports, the tight financial control and the professional presentations – all ensuring the claim is processed quickly and you get the cash into your account asap after the quarter end.

Post-grant headache?

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The Claims Process

Following your successful grant application, you will receive a conditional offer – this will begin the claims process! This process can be lengthy, time consuming and liaising with the Monitoring Officer can be extremely taxing. TBAT can offer full claims management leaving you to focus on delivering the project and running your business. We ensure all reporting is completed to time and quality and that any variations in finances are managed and agreed.

What’s more, our fees are typically counted as an eligible project cost and you can receive up to 70% funding towards them.

How TBAT will help

Set-up support includes:

  • Assistance with partners agreeing the Collaboration Agreement
  • Assistance with compliance of Grant Offer Letter Conditions
  • Generation of Second Level Plans
  • Financial Forecasting
  • Generation of Full Project Risk Assessment
  • Creation and initial maintenance of the Exploitation Plan
  • Attendance at the Full Project Kick-off meeting with the Monitoring Officer
  • Collation and preparation of claim documentation and upload to _Connect Portal (if appropriate)
  • Attendance at Claim 1 – Monitoring Officer Meeting
  • Submission of Claim documentation
  • Guidance on Auditor requirements for Claim 1

Quarterly claims support includes:

  • Assistance with partners to gather key financial data
  • Up-dating of Second Level Plans
  • Creation of first pass quarterly meeting presentation – client to complete detail
  • Financial Forecasting
  • Updating of Project Risk Assessment
  • Maintenance of the Exploitation Plan
  • Attendance at the Full Project claim meetings with the Monitoring Officer
  • Collation and preparation of claim documentation and upload to _Connect Portal (if appropriate)
  • Submission of Claim documentation
  • Guidance on Auditor requirements when necessary

We take the problem away, leaving you to focus on delivering the project and running your business.

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