As long as the action is carried out as planned (i.e. action tasks and allocation between the partners do not change), budget transfers can be made without the consent of the funding provider (EU Commission or funding agency). In this case only the consortium's internal regulations specified in the Consortium Agreement must be observed. The Consortium Agreement specifies the body responsible for deciding on budget transfers and the relevant majority requirements.
An amendment of the Grant Agreement is necessary if there is a “significant change” in the action's work or if additional subcontracts must be concluded during the action and the beneficiary does not want to run the risk that the costs will not be approved afterwards.
|Budget transfer||Amendment necessary?|
|From one partner to another partner||NO|
|From one budget category to another budget category (same partner)||NO|
|From one form of cost declaration to another (e.g. actual costs/unit costs) within the personnel costs category||NO|
|"Significant change" in work (e.g. task is shifted to another partner)||YES|
|Non-budgeted subcontracts||YES – recommended
(subsequent approval at beneficiary's risk)
More detailed information can be found in the Annotated Grant Agreement (AGA), Article 4.
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