Budget Transfers without Amendment
Budget transfers are generally possible without an amendment to the Grant Agreement, provided that the distribution of tasks between beneficiaries remains unchanged, and the objectives and content of the project are not modified.
In these cases, only the internal rules of the consortium (e.g. as defined in the Consortium Agreement) must be followed, including decision-making procedures for budget transfers.
Budget Transfers requiring an Amendment
| Budget transfer |
Amendment necessary? |
- between beneficiaries
- between affiliated entities
- between budget categories of a beneficiary
|
NO |
- change of the project description in Annex 1 (e.g. transfer of "action tasks" to an other beneficiary)
- to a budget category with lump sum costs (if applicable)
- to a budget category/activity with higher funding rates or budget ceilings (if applicable)
|
YES |
- non-budgeted affiliated entities
- non-budgeted associated partners
|
YES |
- non-budgeted subcontractors
- non-budgeted in-kind contributions
|
YES – recommended
(if not: subsequent approval at beneficiary's risk) |
Further Information