This webinar will help you through SEAI's EXEED Stage 1 grant payment request process. This 30 minute webinar is focused on providing guidance and support to organisations who have received an EXEED stage 1 letter of offer from SEAI in 2021 and have yet to submit their payment request documentation. Whether your letter of offer completion date has already past or is upcoming in the next 8-10 weeks, this webinar will help guide you through the process to ensure the payment request documentation meets the requirements of SEAI.

1. Webinar: EXEED Stage 1 Grant Payment Process
Date: 9th November 2021
Time: 11:00
Speakers: Jason Doherty, Programme Manager EXEED
John King, Programme Executive, Grants Compliance
Objective: 1. Upskill attendees on the EXEED stage 1 payment request process
2. Gain a deeper understanding of SEAI's requirements at the payment
approval stages

2. This event is being recorded
WebEx Housekeeping
2
www.seai.ie
Attendees are muted with cameras off
Questions submitted by clicking Q&A bubble
Questions will be answered at end of event
An FAQ will be created from all questions submitted and shared
A recording and slides will be distributed after the event

3. Payment documentation
Agenda
3
www.seai.ie
EXEED Grant Claim Workbook
Sample Bank statement & invoice
TCC/Tax Credit Certificate Explanation
Additional Information

4. To claim your milestone payments you must upload the following
information to your individual Sharepoint site folder shared by SEAI.
• Completed Payment Request Form
• Completed Grant Claim Workbook
• Invoices
• Proof of payment of invoices:
• Bank statement showing payment (including breakdown of batch if payment by
RFT)
• With first payment request: Bank statement confirming bank details
+
• EXEED Documents (PEP, EBS, C&A, ESR)
Payment Documentation

5. • Enter information from Schedule
A of your Grant Agreement
• Enter the grant amount you are
claiming and the Eligible costs
incurred to date
• Enter bank account details
• Signature is not required;
electronic submission of PDF is
sufficient
*SEAI will require a bank statement showing the company name, account number, sort code, BIC and IBAN
to confirm bank details
Payment Documents: Payment Request Form

6. Invoices must be addressed to the Grantee named on the Grant
Agreement.
Invoices for professional services activities must be dated after the stage
1 offer issue date.
Any orders, purchases or works which pre-date grant approval are
ineligible.
An invoice with ‘cash sale’ is not eligible. You must be able to show
payment through your bank statement.
Payment Documents: Invoices

7. SEAI requires the following proof of payment for every invoice:
• Grantee’s Bank statement showing the payment to the supplier.
• A copy of the EFT remittance is required if the bank statement does not
show the supplier's name.
• Please note that an invoice stamped ‘Paid’ is not an acceptable form of
proof of payment.
Payment Documents: Proof of Payment

8. Before you begin, please read the tab named ‘Start’ which has instructions on completing the grant
workbook.
Enter details of the invoices and proof of payment under the relevant tab; the tabs are according to the
categories of eligible expenditure i.e. EXEED professional services and capital.
Within each tab can be listed the invoices associated with that particular expenditure category - enter
details of all invoices and proof of payment. Please ensure you reference your invoice (i.e. A1), bank
statement (i.e. C1) and enter the details on the Workbook.
EXEED Grant Claim Workbook

9. Heating Solutions Ltd A1
123 Dorset Street
Dublin 1
Tel: 01 7592222
Date: 15/10/15
Invoice to: Invoice No. : 00015698
Community Energy Ltd Our Order Ref : 14897777 Your order Ref : 6454371
Main Street VAT Reg No. : 4536254A
Kildare
Product description Quantity Price VAT Rate Net Amount
Supply and install
High Efficiency Boiler and heating controls 10.00 1,259 0.00 12,590.00
VAT on this supply to be accounted for by the principal contractor
______________Heating Solutions Ltd.__________________
Sample Invoice

10. Community Energy Ltd.
C1
12345678
123456
IE05ULSB12345612345678
Sample Bank Statement – **Common issue**

11. Grant Workbook

12. Grant
Workbook
Summary
Tab

13. • In order to receive payment you must be tax compliant with
the Revenue.
• This will be checked using your Tax reference number
(already provided on application form) on the revenue site.
• If the grantee is not Tax Compliant, then we cannot make
any grant payment until this is rectified with the Revenue.
TCC/Tax Credit Certificate Explanation

14. In order to make the grant
payment(s) to the
Applicant, SEAI will need
to be satisfied that the
agreed scope of works
has been completed and
all payments made within
the grant agreement
window
1. Project Execution Plan
2. Energy Balance Study
3. Evidence of Challenge &
Analyse process
4. Energy Saving Register
Supporting Documentation: EXEED Studies

15. The Sustainable Energy Authority of Ireland is partly financed by Ireland’s EU Structural Funds Programme co-funded by the Irish Government and the
European Union.
The Sustainable Energy Authority of Ireland is partly financed by Ireland’s EU Structural Funds Programme co-funded by the Irish Government and the
European Union.
Thank you!
Contact us:
Websites: 1. EXEED Certified
2. EXEED grant scheme
Email: EXEED@seai.ie
Tel: 01 808 2162