Assessment of public resource financing
In many cases the given investment or activity (e.g. R&D, ecological) may be financed from different sources, like EU or EEA grants, national grants, tax exemptions, or preferential loans. We can help to identify all the possibilities for obtaining support, can advise on aid funding, evaluate the possibility of receiving funds, present an optimal strategy for the activities to be performed and facilitate the procedure for obtaining the support.

Assistance in obtaining financial support from EU funds and the state budget
As part of the procedure of obtaining grants, we recommend the steps to be taken in order to obtain the maximum level of support. Next, we can prepare applications and submit them to the appropriate institutions. At the next stage, the G&I Team helps oversee the progress of the application process by maintaining contact with the institutions responsible for implementing particular funds. When the agreement is concluded, we help in fulfilling the requirements which accompany the grant (e.g. financial and accounting procedures).

Assistance in obtaining support from multi-year Support Programs
Our G&I Team helps in the negotiation of state aid packages with the Polish Information and Foreign Investment Agency, Ministry of Economy and local authorities to help secure the maximum possible benefits.

Assistance in identifying project location, startup and conducting of business activity in Special Economic Zones
Conducting business activity in a Special Economic Zone (SSE) based on a relevant permit can enable, among other benefits, profiting from CIT and real estate tax exemptions. We help companies to obtain their permit and in negotiations regarding its content, which are key aspects of the scale of tax exemption. On behalf of enterprises, we can help to negotiate SSE status for an investor. We also provide ongoing advisory services for entities already operating in SSEs, in the area of tax advisory services and advisory services regarding settlement and reporting of state aid.

Set-up of incentive structures for R&D activity
We help our clients in identifying and obtaining financial support through use of the following mechanisms:

• EU Seventh Framework Program
• EU Structural Funds
• Polish grants
• Tax incentives
• R&D center status, technological parks and clusters - assistance with establishing strategy, overheas allocation, etc
• Technological loan
• Networking with public R&D institutions

Reviews of disbursed state aid and implementation of state aid reporting procedures
We assist clients in:

• meeting the requirements of granting state aid (including accounting procedures)
• fulfilling information requirements regarding received state aid
• identifying received means as state aid.

Issuing certificates for public support purposes
KPMG also provides certification/audit services for projects financed from EU Structural Funds. The purpose of our services is to decide if expenses incurred by entities benefiting from these funds are correct. Audit is conducted according to the appropriate standards and requirements of conducting audits of projects financed from EU funds.

For further information about our services, please refer to the attached leaflets:

Grants & Incentives Advisory Services
Grants & Incentives Advisory Services - State aid review services
Grants & Incentives Advisory Services - Settlement of granted state aid