Making a claim for Objective 2 funding under the Action Plan

NOTE FOR CLAIMING EU FUNDING

When your project has received final approval from the Regeneration Programmes Management Group you will be issued with a contract. EU funded projects are more like a contract of work than a grant. The application is a kind of tender. You have to deliver what you promised in the application.

Once your project is up and running, you must submit a claim form to the Action Plan Secretariat at the end of every quarter for the money spent in that quarter. The claim also includes a progress report .

The table below includes downloadable versions of all the necessary claims forms and the associated guidance notes. If you are unsure which forms are applicable for your project please contact the Action Plan team on 0117 9036438 or email paul.owens@bristol.gov.uk.


Making a claim under the Bristol Action Plan
ERDF Quarterly Claim Form and Guidance Notes












Quarterly Expenditure Breakdown Summary updated January 2007
ERDF20 claim form Download
ERDF20 Claims Form

* Word or PDF

ERDF20 Guidance notes

* Word or PDF

Quarterly Expenditure Breakdown Summary

* Excel or PDF

ESF Interim Claim Forms






















Quarterly Expenditure Breakdown Summary updated January 2007
ESF claim form Download
ESF Interim Claim Form

* Excel - PLEASE READ SUPPORTING GUIDANCE NOTES

ESF Interim Guidance Notes

* Word or PDF

ESF Equal Opportunities Interim Claim

* Word or PDF

Quarterly Expenditure Breakdown Summary

* Excel or PDF

ESF Volunteer Rates

* Word or PDF

Objective 2 Annual Claim
ERDF Projects not being managed by Bristol City Council which are in excess of £250,000 must submit the ERDF80 Claims Summary annually.
ERDF80 Claim form download

ERDF80 Audit Form

*  Word

ERDF80 Audit Form - Guidance Notes

*  Word
Objective 2 Annual Claim - Managed by BCC
ERDF Projects which are being managed by Bristol City Council that are in excess of £250,000 must submit the ERDF60 Claims Summary annually.
ERDF60 Claim form download

ERDF60 Audit Form

*  Word

ERDF60 Audit Form - Guidance Notes

*  Word
Objective 2 Final Claim


Instructions for dowloading Project Closure Report on a PC:
  • The Project Closure Report is a program which you have to install.
  • It has been zipped to make it smaller so to download it, you need to:
  1. Download the zipped folder by Right-clicking on the "Project Closure Report" link below and to the right.
  2. Save this somewhere memorable on your computer.
  3. Using Windows Explorer, find the zipped folder.
    • To access windows explorer, right click on the Start button at the bottom left of your screen and select 'Explore'.
  4. Open the zipped file, go to the File menu and select Extract All.
  5. When the wizard has extracted the program to where you would like it, open the program (called settupcr.exe).
  6. Open the program and a wizard will install it on your computer.
  7. To start the Program click the Start button and then Programs and it is called 'ESF2005 Project Closure'
ERDF Final Claim form download

ERDF80 Audit Form

*  Word

ERDF80 Audit Form - Guidance Notes

*  Word

ESF Final Claim form download

Downloadable programme to complete an ESF Closure Report

* Project Closure Report
(.exe program file)

   or

* Project Closure Report
(.zip file) from www.esf.gov.uk

 

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