Guidelines for Completing a Progress Claim Form
FIELD / DESCRIPTIONUltimate Recipient / Recipient’s name
Project Name / Project # / Name same as on proposal / Project # from decision letter
Name of Contact Person / Telephone # / Person responsible for generating the claim & their direct phone number & e-mail address
E-mail address:
Period Covered By this claim From: / To: / Enter the phase this claim covers. The “From” date is the start date of the project or the day after the date of the last claim. The “To” date is the date of the last eligible invoice for the period covered or the end of the project date. This date cannot be later than the approved project end date as per the transfer payment agreement
Summary of Project Costs:
Total Project Amount Approved: / Total amount approved as per the transfer payment agreement
Less total of all previous claims: / Amount paid to recipient to date on project
Remaining funds available: / Total funds remaining in project (not yet paid)
This Claim:
Total project costs for this claim: / Amount of expenses (Invoices etc.) as per summary of expenditure sheet that is attached to progress claim
Less previous amount advanced: / Amount advanced to recipient on last claim. Total amount of this claim must offset previous amount advanced
Amount to be advanced this claim: / Amount shown on Schedule C of Transfer Payment Agreement
Percentage of the project that is complete. / Indicate how much of the project has been completed. This lets us know that the project is on track and following Schedule C of the Transfer Payment Agreement
Have there been any changes to the scope or timing of the project? / Indicate any changes to the project that are different from what was approved or what has been reported in Schedule C of the transfer payment agreement
Are project costs likely to be greater than the original application? / Indicate any budget changes or costs that are different than those reported on Schedule C of the transfer payment agreement
If this is a Final Claim be sure to include the Final Report / The Final report is Schedule D. It includes a narrative describing the project, amount spent, outcomes and includes photos of the project
Recipient Authorization / Signature of appropriate signing authority