UK Shared Prosperity Fund (UKSPF) - Export Grant Claim Form

READ THIS FIRST - Before You Begin Your Claim

⚠️ Important: The online form must be completed in one session. You cannot save and return later.

To avoid losing any work, please download the offline copy of the form and prepare your responses and evidence before starting.

Before completing your claim:

Read the UK Shared Prosperity Fund (UKSPF) Claim Guidance for full eligibility details.
Ensure all approved activities are fully completed, invoiced, and paid for, and where relevant (e.g. website upgrades) are installed, live, and in full working order.
Have digital copies ready of:
- All invoices and bank statements showing payments made
- Any procurement evidence (quotes/tenders, completed Procurement Statement)
- Photos or screenshots showing funded activities or installed assets are complete, installed and operational.

Fields marked with * are mandatory.

Need help?

If you have any questions while completing the form, please email claims@teesglobal.co.uk and one of our Grant Claims Officers will assist you.

Project & Organisation Details

GFA Reference (from your Grant Funding Agreement)

Grant Recipient (Business Legal Name)

Trading Name (if different)

Company / Charity No. (or UTR)

Businesses NOT registered with Companies House are required to upload evidence of their UTR.

Please upload evidence of Unique Tax Ref (UTR) number

If your business is NOT registered with COMPANIES HOUSE please upload evidence of a UTR - this can be a screenshot or photo of the part of a formal document showing the UTR no, e.g. from HMRC.

Contact Name

Job Title / Role

Phone Number

Trading Address or Address where you Operate from

Trading Address

Country/Region

Address

Address - line 2

City

Zip / Postal code

Bank & Finance Details

Business Bank Account Name (must match recipient)

UK Business Bank

IMPORTANT: Grants can be paid into a UK business bank account only (in the grant recipient’s name). Virtual or multi-currency accounts are not eligible.

Business Bank Account Number

Sort Code

IBAN Number

Your IBAN can be found in your online banking account details, on your bank statements, or by requesting it from your bank. For UK accounts, it always starts with GB and is 22 characters long.

VAT Number (if applicable)

Important - Enter n/a if not VAT registered

Contact in finance for payment queries - we are required to verify bank details before any monies can be transferred.

Phone (for Finance Contact)

Claim Summary

3.1 Total eligible cost of the project? (exclude the VAT cost if you are VAT registered) (£)

Provide the full cost of your project based on the invoice supplied. This is the total project value, not just the grant request.

3.2 Grant amount claimed (£)

This cannot exceed the maximum grant award offered (£) as outlined in your Grant Funding Agreement

3.3 Private match (i.e. any amount you have paid to balance any wider costs) (£)

This must be a minimum of 25% of the total project cost

Itemised Expenditure (defrayed)

In 4.1 please itemise all approved activity you are claiming - as listed in your GFA Funding Particulars - along with supplier and cost (please also number each item, as shown in the example).

In 4.2 please list the document names of the evidence documents you are uploading.

4.1 Approved Activity / Supplier Name / Amount Claimed (£) / Invoice no(s).

Note: Payment can only be made if we can clearly identify items described on the invoices uploaded and these match those approved on your GFA

4.2 Evidence Uploaded (document names)

Upload all invoices and matching bank statements showing payment has left your account. See Eligible Expenditure Guidance - Proof of Payment, for details.

Please ensure document names match those listein 4.2 above

Where relevant, upload photos, screenshots, or reports showing the activity was delivered. See Eligible Expenditure Guidance for details.

Please provide link to any relevant website/document (e.g. funded website upgrades)

Procurement & Quotes Compliance

Read “2. Procurement & Quotes Rules” in your Claims Pack before completing this section. IMPORTANT - 3 quotes are required for any procurement with one provider costing £2,500 or more.

Upload the Procurement Statement (2a) with all claims, and the Value for Money Justification (2b) only if you didn’t choose the lowest quote.

(Both forms are included in your Claims Pack. Incomplete or missing procurement evidence may delay payment.)

5.1 Please select as appropriate:

All expenditure claimed relates directly to approved activities in our signed Grant Funding Agreement (Funding Particulars)

Some expenditure differs from that listed in our Grant Funding Agreement (Funding Particulars) – please provide details of the variance(s) and reasons in the box below.

If Applicable: Outline any differences from your approved Funding Particulars, the reason for each, and whether approval was obtained.

Unapproved or unsubstantiated variances may be deemed ineligible and could reduce the value of your claim.

5.2 Please upload: '2a. Procurement Statement' (from your Claims Pack) plus all relevant Quotes

*Please also upload '2b. Value-for-Money Justification' (from your Claims Pack) if you didn't choose the lowest quote(s)

Outputs, Outcomes & Monitoring

Declaration of Outputs/Outcomes Achieved as a Result of REPF Support

6.1 Please specify the number of hours your business considers to be a standard full-time working week (e.g. 37.5 or 40 hours). This information will be used to calculate full-time equivalent (FTE) jobs created or safeguarded.

6.2 I confirm that, as a direct result of the grant funding received under the Tees Valley REPF Rural Support Programme, the following outputs and outcomes have been achieved within our business/organisation (select as appropriate):

Jobs Created

Please indicate the Number of Jobs Created as a result of this support

Job '1' Title

Start Date (job 1)

Weekly Hours (job 1)

Job '2' Title

Start Date (Job 2)

Weekly Hours (job 2)

Job '3' Title

Start Date (job 3)

Weekly Hours (job 3)

Job 4 Title

Start Date (job 4)

Weekly Hours (job 4)

Declaration

I declare that:

The job(s) listed above were created as a direct result of the project or investment supported by the grant.
These are new, additional roles and not existing posts re-designated or replaced.
The posts are expected to be sustained for a minimum of 12 months from the start date shown (subject to normal business conditions).

Jobs Safeguarded

Please indicate the number of Jobs Safeguarded as a result of this support

Job Title / Role

Date Job at Risk Identified

Weekly Hours

Reason Job Was at Risk

Please list all Job Titles for the roles that were at Risk, the weekly hours for each role, the date the risk was identified and the reason the jobs were at risk.

I declare that:

The job(s) listed above were at genuine risk of redundancy or loss prior to receiving the grant.
The funding provided through this project directly contributed to safeguarding these post(s), which would otherwise have been lost.
The job(s) are expected to remain in place for a minimum of 12 months following the date of this declaration (subject to normal business conditions).

Engaged in New Markets*

*Engaged means you have launched a product or service into a new market or have undertaken research or attended conferences or events to prepare a launch into a new market. *New market refers to a new product market (i.e. creation of a product/service that doesn't compete or replace previous products produced by the business) or geographic market (i.e. operating in a new area which could be, for example, a new region or country)

Adopted New to the Firm Technologies or Processes*

*A technology or process is new to the firm if it did not use a technology or process with the same functionality before, or the production technology or process is fundamentally different from those already used. This may be tangible or intangible.

Increased Export Capability*

*Increase in export capability means your business has developed new understanding, competencies, or confidence to export as a result of the supported activity. This may include gaining knowledge of overseas markets, routes to market, export compliance, logistics, documentation, or international finance. It may also include staff training, mentoring, or specialist consultancy that strengthens your ability to operate in international markets.

Please briefly describe how your business has increased its export capability as a result of this project

You may be asked to provide supporting evidence such as training records, consultancy reports, learning materials, or a signed Director declaration

Increased Export Capacity*

*Increase in export capacity means your business has enhanced its ability to manage, support, or scale export activity. This may include, for example, implementing new systems, developing international marketing infrastructure, achieving compliance or certification, or improving export processes.

Briefly describe how your business has increased its export capacity as a result of this project.

You may be asked to provide supporting evidence such a training records, consultancy report, learning materials, or a Director declaration.

Increased Export Sales*

*To evidence an increase in export sales, please provide a brief summary of any new international customers, contracts, or orders secured as a result of your project.

Acceptable evidence may include one or more of the following:

A signed declaration from a company Director confirming that a new export sales agreement or commitment has been achieved with an overseas customer (where commercial sensitivity prevents sharing full documentation).
Confirmation of sales values, dates, and destination countries for new or increased export activity.
Copies of invoices, purchase orders, or similar documentation evidencing export transactions.
Screenshots, marketing analytics, or correspondence demonstrating new overseas engagement, enquiries, or leads generated as a result of the funded activity.

Please indicate the value (£) of the increase in sales/orders secured

Please enter numbers only in GBP (£)

Please confirm the percentage (%) increase in your export sales achieved as a result of this project. *If you were not exporting before receiving the grant please enter 'New Exporter'

6.3 Please provide details of (and explain why) any outputs/outcomes listed in your GFA were not achieved. (enter n/a if you have achieved all forecastes outputs)

If you have not yet achieved an outcome but expect to in the future, please include an estimated date you expect to - so that we can contact you again at that time for confirmation.

Declarations

I certify that:

All Outputs and Outcomes reported herein were achieved as a direct result of the project or investment support by the grant. I understand this information may be used as evidence to support UK Shared Prosperity Fund (UKSPF) output reporting and may be verified through monitoring or audit.

All expenditure in this claim has been defrayed, is eligible and matches the items approved in the GFA.

No items in this claim were ordered or paid for before the GFA was signed.

All items have been received, installed and are in working order.

We understand grants are paid in arrears and are subject to audit and clawback if terms are breached.

Information supplied is complete, true and accurate.

Signature

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Name

Position

Date

Disclaimer: Please note that by submitting this claim form, you are consenting to any personal data collected being processed by Tees Global Ltd and shared with partners involved in the delivery of this programme. This includes the Department for Business & Trade and Tees Valley Combined Authority. The personal data will be held for the purposes of processing grant claims and administering any grant approved.

Export Claims Guidance Doc

Export Claim Form PDF

UK Shared Prosperity Fund (UKSPF) - Export Grant Claim Form

Project & Organisation Details

Trading Address or Address where you Operate from

Bank & Finance Details

Claim Summary

Itemised Expenditure (defrayed)

Procurement & Quotes Compliance

Outputs, Outcomes & Monitoring

Declarations