How to prepare an amendment

Table of contents

Amendments types

** Amendment types also available after the end date of the project (but NOT after the final payment) or after the termination date.

All pages about Amendments

Related pages

Online Manual

Amendments

FAQ

FAQs on the Funding & Tenders Portal

MFF 2014-2020

For the old MFF (2014-2020) please see How to prepare an amendment — MFF 2014-2020.

The amendment information tab

The amendment information tab consists of two sections:

The Amendment information	Number: The amendment number, automatically assigned as soon as the amendment is signed by both parties Reference: This amendment request reference number is created automatically when launching the amendment request Type: Amendment: an amendment is Commission Initiated (CI) or Consortium Requested (CR) Notification-based (NB): changes of the Grant Agreement that follow a formal notification Information Procedure (IP):changes of the Grant Agreement that do not depend on the agreement of the parties and are applied using an information procedure Justification: The reason why an amendment is requested Additional Information: Text to further explain the background of the amendment. This field is optional. EU signature date: The date the EU signed the amendment Beneficiary signature date: the date the consortium signed the amendment Date of entry into force: The date the amendment goes into force
The types (formerly called clauses)	First the "Automatic" types are listed - (the system automatically selects the appropriate types according to the updates which have been done in the different Sygma tabs)
	Then the "Selected by EU" types are listed - (the Project Officer manually selects the appropriate type) To select/unselect a manual Grant Agreement option or a manual amendment type (e.g. change of Annex 1 and change of Annex 2), you have to ask the EU Officer. Please note that the EU officer can make these changes while your session is open. Please note that if you would like to change the Annex 1 - Description of Action (part B), you must ask the EU officer first to select the manual type Change of Annex 1 and only then the document Annex 1 - Description of Action (part B) and the Upload button will appear in the list of documents. Optionally, you may also compare the Annex 1 (part B) document with its previous version.
	Optionally, you may upload extra files (.pdf, .doc, .docx or .zip) under the Documents tab, by ticking the box 'Additional supporting documents' Should you need to delete/replace the newly added document, a button is available, once the upload is done When the checks are done, click on Save. The document is now available for download. The uploaded 'Additional supporting documents' are not part of the amendment .pdf document to be signed electronically by both parties.
	Then the "Selected by beneficiary" types are listed - (the beneficiary manually selects the appropriate type)
	Then the "Selected by EU or beneficiary" types are listed - (the Project Officer or beneficiary, whoever has the session open, manually selects the appropriate type)
	Then the "On demand" types are listed - types that can be activated with the Service Desk intervention following a procedure described below. How to request amendment types activated on demand by the Service Desk: For Consortium-initiated amendments: 1. The Consortium contacts the Project Officer. 2. The Project Officer examines whether the request is justified. For EU- and Consortium-initiated: 3. The Project Officer prepares a case file and submits it internally to the Legal Services for examination on whether the request is justified. If justified: 4. The Service Desk asks the Project Officer to ask the Consortium to open the Amendment session (or the Project Officer to open an EU session) — unless already open. 5. The Service Desk selects and data loads the clause in the system.
View/preview or edit the amendment information	View the amendment text which will be printed in the Grant Agreement To access information regarding the change to the Grant Agreement due to the amendment, you should click on the download icon next to the relevant amendment type: Once the document icon is clicked, a pop-up window containing the text which will be printed in the Grant Agreement will be displayed. Note that if beneficiaries are affected by the amendment, they will be listed in the Grant Agreement now.
	Add variable data to the amendment Click the pencil icon to view/edit variable data to the amendment. Click the download icon to preview the amendment. In the case of some amendment types, a pop-up window containing editable fields to be completed with (non-)mandatory data, opens. The data will be included in the content of the amendment.
	Mark as Error Amendment If a change in the grant represented by an amendment type is due to an error, it is possible to flag this amendment type as 'error amendment'; Note that only the EU Officer can flag an amendment type as "error amendment". Not all amendment types can be flagged as "error amendment" - see Amendment Type column in the below table to see which amendment types can be flagged.
Edit Beneficiaries screen	Check the information icon for the pending Participant Register updates, next to the corresponding PIC. One or several messages may be displayed in the pop-up window, depending on the number of facts that have been changed in the Participant Register. This may be linked to: a downgrade of information a request for an amendment a failure to apply an information procedure (e.g., time-out on big projects, or errors). The information icon will be displayed in the 'Beneficiaries' screen for the beneficiaries and/or the affiliated entities, and in the 'Associated Partners' screen for the associated partners. The information icon is not displayed in the projects which are 'Closed' or 'Rejected'.

How to apply the changes for the amendment

Amendment type nr.	Amendment type	Automatically selected by the system after the updates have been done, or to be manually selected by the Project Officer or the Beneficiary On-demand: requested by the Project Officer from the Service Desk	Relevant SyGMa tab* * the changes are applied immediately, but you will still have to set the amendment type (automatically/manually) afterwards to deal with the consequences of the change	How to apply the changes	Relevant GA articles	Applicability
Amendment types that can be activated only by the Commission/Agency The Commission/Agency must be contacted before requesting these amendment types ** Amendment types also available after the end date of the project (but NOT after the final payment) or after the termination date
AT1	Addition of a new beneficiary *Consortium Requested amendment If a beneficiary is terminated due to non-accession or other reason and it re-enters in the project via an amendment, then it should (re-)sign the Accession Form and the Declaration of Honour.	Automatic	Beneficiaries	Click on Add new beneficiary to add a new beneficiary Search for the PIC you would like to add Select the line of the PIC Add the short name and select the type of start date If the beneficiary has been terminated due to non-accession or other reason and it re-enters in the project via an amendment, then the following message is displayed: The new beneficiary is now flagged as new. Click on the replace, delete or edit icon to update the new beneficiary. To change the participation (e.g. requesting zero funding) of the newly-added beneficiary/affiliated entity, follow the instructions for editing the beneficiary's Financial Information during grant preparation that you can find here. Adding a new beneficiary will automatically set the "Addition of a new Beneficiary" and "Changes to Annex 1" amendment types: When adding a new Beneficiary that is an International Organisation, you have the option to change the applicable law regime and the dispute settlement forum. See AT16 and AT17 for more information.	Data sheet - Section 2 - List of Participants (Article 7)
AT2	Addition of an Affiliated Entity *Consortium Requested amendment	Automatic	Beneficiaries - Affiliated Entities	Click on Add new Affiliated Entity to add a new Affiliated Entity Search for the PIC you would like to add Select the line of the PIC Add the short name and select the type of start date The new Affiliated Entity is now flagged as new Click on the replace, delete or edit icon to update the new Affiliated Entity Adding a new Affiliated Entity will automatically set the "Addition of an affiliated entity" amendment type:	Data sheet - Section 2 - List of Participants (Article 8)	If Affiliated Entities is applicable
AT3	Addition of an Associated Partner *Consortium Requested amendment	Automatic	Associated Partners	Click on Add New Associated Partner to add a new Associated Partner Search for the PIC you would like to add Select the line of the PIC Add the short name and select the type of start date The new Associated Partner is now flagged as new Click on the replace, delete or edit icon to update the new Associated Partner Adding a new Associated Partner will automatically set the "Addition of an associated partner" amendment type: To link an Associated Partner to a Beneficiary, select the relevant Associated Partner and then select the Beneficiary from the Associated with drop down. After this, you can click the Undo button to revert back to the previous entry. If the Associated Partner is linked to a Beneficiary that is no longer active (i.e. terminated or not acceded), you must manually update the Associated Partner's "Associated with" data. Either by associating with another beneficiary or removing the association.	Data sheet - Section 2 - List of Participants (Article 9.1)	If Associated Partners is applicable
AT4	Beneficiary Termination *Consortium Requested amendment	Automatic	Beneficiaries	Please click here for more information.	Data sheet - Section 2 - List of Participants (The entry will be in strikeout format)
AT5	Beneficiary termination (non-accession to the GA) Commission Initiated amendment (or) Consortium Requested amendment	Automatic	Beneficiaries	Click on the cross icon to remove the beneficiary that has not signed the accession form (not acceded). Confirm the removal of the beneficiary and its Affiliated Entities. The beneficiary is now flagged as not acceded. If the Beneficiary has Affiliated Entities linked to it, they will also be terminated and flagged as not acceded. If the Beneficiary has Associated Partners linked to it, they will also be terminated and flagged as not acceded. Click on the undo button to undo the removal. This will undo the removal of the Beneficiary and all linked Affiliated Entities and Associated Partners.	Data sheet - Section 2 - List of Participants (Article 32.3.1(a))
AT6	Removal of an Affiliated Entity Commission Initiated amendment (or) Consortium Requested amendment	Automatic	Beneficiaries - Affiliated Entities	Please click here for more information.	Data sheet - Section 2 - List of Participants (The entry will be in strikeout format)	If Affiliated Entities is applicable
AT7	Removal of an Associated Partner Commission Initiated amendment (or) Consortium Requested amendment	Automatic	Associated Partners	Please click here for more information.	Data sheet - Section 2 - List of Participants (The entry will be in strikeout format)	If Associated Partners is applicable
AT11**	Change of the coordinator *Consortium Requested amendment For a change of the coordinator, contact the Commission/Agency before preparing your amendment (mandatory) This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date	Automatic	Beneficiaries	Click Change coordinator to change the coordinator Nominate the new coordinator Select the date they will be effective from (a fixed starting date or the entry into force of the Amendment) Indicate whether you want to terminate the old coordinator or not Click OK Enter the details (first name, last name and e-mail) of the new primary coordinator contact and click Save. Click on the pencil icon to edit/change the newly modified action data (e.g. change of the Coordinator information, Beneficiary termination): Note: To undo the changes or simply modify a wrongly added information (e.g. termination date or start date of a newly added beneficiary) you need to do them in the reverse way: start by undoing the latest action → until you get to the correction you target to make → then redo the undone changes. Changing the coordinator will automatically set the "Change of coordinator" and "Change of annex 1" amendment types: In the case when a new coordinator is joining the consortium (i.e. (s)he is not an active beneficiary), the project legal signatory (PLSIGN) has to sign also a Declaration of Honour (DoH) and the Accession Form.	Data sheet - Section 2 - Coordinator
AT12**	Change of the bank account for payments *Consortium Requested amendment This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Coordinator bank account - except JRC (bank account has to be validated in ABAC, otherwise SyGMa won't show it)	Click Select bank account to change bank account Enter the last four IBAN digits of the account Click on the bank account number appearing and click select The new bank account is now displayed. Click Save. You can revert back to the original bank account details by clicking the Undo button. Changing the bank account will automatically set the "Change of the bank account for payments" amendment type:	Data sheet - Section 4.2 Periodic reporting and payments
AT15	Change of the participant short name Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Partner Summary	Modify the short name of the Beneficiary, Affiliated Entity and/or Associated Partner and save your changes You can revert back to the previous short name by clicking the Undo button. Changing the short name for a Beneficiary, Affiliated Entity or Associated Partner, will automatically set the "change of the participant short name" type:	Data sheet - Section 2 - List of Participants
AT16	Change of applicable law regime *Consortium Requested amendment This amendment type is not applicable for FPAs. This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Beneficiaries - Partner Summary	When adding a new Beneficiary that is an International Organisation, you have the option to change the applicable law regime. In the Partner summary screen, click the change button Change the applicable law and click OK Click save In the Amendment Information screen, the amendment type "Change of applicable law regime" will be automatically set.	Data sheet - 5. Consequences of non-compliance, applicable law & dispute settlement forum	If GA options GAO77a & GAO77b are applicable
AT17	Change of dispute settlement forum *Consortium Requested amendment This amendment type is not applicable for FPAs. This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Beneficiaries - Partner Summary	When adding a new Beneficiary that is an International Organisation, you have the option to change the dispute settlement forum. In the Partner summary screen, click the change button Change the dispute settlement and click OK Click save In the Amendment Information screen, the amendment type "Change of dispute settlement forum" will be automatically set.	Datasheet - 5. Consequences of non-compliance, applicable law & dispute settlement forum	If GA options GAO78 is applicable
AT18	Change of associated partner link *Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Associated Partners	From the Associated Partners screen click on the Associated Partner for which you wish to check/modify the association link. Click on the pencil icon to edit/change the associated partner link. Choose the beneficiary to be associated with and set the date of the new association. This can be: a fixed date, the accession date of the new beneficiary (if the association is with a new beneficiary) or the termination date of the old beneficiary (if in the past you were associated with a beneficiary that was terminated). In the Amendment Information screen, the amendment type "AT18 Change of associated partner link" will be automatically set. To undo the association, click the Undo button and Confirm. Click History, to view the history of Beneficiary associations for an Associated Partner:	Data sheet - 9.1 Associated partners	If Associated partners is applicable
AT21**	Change of Annex 1 (description of the action) Commission Initiated amendment (or) Consortium Requested amendment This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date This amendment type can be flagged as Error Amendment by the EU Officer	Automatically set as a change resulting from an other type (see column impact on other amendment types) Manually set by the PO in all other cases	Amendment information	The following amendment types will automatically trigger the setting of the "Change of annex 1" amendment type: AT1: Addition of new beneficiary AT2: Addition of an affiliated entity AT3: Addition of an associated partner AT4: Beneficiary termination AT5: Beneficiary termination (non-accession to the GA) AT6: Removal of an affiliated entity AT7: Removal of an associated partner AT11: Change of the coordinator AT15: Change of participant short name AT50: Change concerning listed equipment If a new Annex 1 part B (case 1.a) is added The following changes of project data will automatically trigger the setting of the "Change of annex 1" type: Any change to Work Packages Any change to Deliverable Any change to Milestones Any change to Critical Risks Any change to Project Reviews Any change to Recruitments* Any change to Secondments Any change to Infrastructures Any change to JU Contributions Any change to Project Abstract Any change to Staff Exchanges Any change to Principal Investigators Any change to Projects of Common Interest *For MSCA-DN projects: The "family allowance" may be amended but only by the EU, via a Commission Initiated amendment, at the end of the project, in the rare case when the maximum grant amount is exceeded. If necessary, edit the date for when the changes will start to apply: Click on the pencil icon Edit the date	Annex 1
AT22	Change of the project name Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	General Information	Change the project title and click save. Changing the project title will automatically set the "Change of the project title" amendment type:	Data sheet - 1. General data
AT23	Change of the project acronym Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	General Information	Change the project acronym and click save. Changing the project acronym will automatically set the " Change of the project acronym " amendment type:	Data sheet - 1. General data
AT24	Change of the project starting date Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer Please note that changing the project start date is NOT allowed and it cannot be edited (it remains read-only) in certain situations like, for e.g. when a REPA (periodic reporting) is ongoing or completed.	Automatic	General information	Edit the project starting date and click Save. After this, you can still edit the date by clicking the Undo button. When finished, click Save. Changing the project starting date will automatically set the "Change of the project starting date" amendment type:	Data sheet - 1. General data
AT25	Change of the project duration Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer Please note that changing the project duration is NOT allowed and it cannot be edited (it remains read-only) in certain situations like, for e.g. when the last REPA or FINA is ongoing or completed.	Automatic	General information	Edit the project duration and Save . After this, you can still edit the date by clicking the Undo button. When finished, click Save. Changing the project duration will automatically set the below amendment types: "Change of project duration" "Change of reporting periods" "Changes to Annex 1"	Data sheet - 1. General data
AT26	Change of the reporting periods Commission Initiated amendment (or) Consortium Requested amendment Closed reporting periods can NOT be changed This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Reporting periods	Change the reporting period and click save. You can revert back to the previous reporting period details by clicking the Undo button. To add a new reporting period click Add New Period. Changing the reporting periods or the project duration, will automatically set the "Change of reporting periods" type:	Data sheet - 4.2 Periodic reporting and payments
AT27	Change concerning linked actions Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency. This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	GA Information - Linked Actions	Actor amends the Linked Actions data by using the following options: Add a Linked Action (click on the 'Add New' link) Edit existing or newly added Linked Action Remove an existing Linked Action The removed Linked Actions will not be printed in the document. Delete newly added Linked Action Undo the updates of a specific Linked Action Undo ALL Linked Action data updates (including added or removed Linked Actions) Click Save & Validate	Data sheet - 1. General data	For projects with Linked Actions enabled in Features configuration (LINKED_ACTIONS.LinkedActions = True)
AT28	Change of additional information *Commission Initiated amendment This amendment type can be activated only by the Commission/Agency. This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	GA Options Amendment Information	This amendment clause is automatically selected if there is a change (ADD, REMOVE, UPDATE) of the GAO8 Additional Information (Data Sheet 1) - which has been previously selected during the Proposal Management and Grant Preparation process. If the GAO8 is applicable, then it is editable and it can be updated: To update the Additional information, click on the pencil icon Then click OK Optionally, set up a Start date for your update. In the Amendment Information screen, the amendment type "AT28 Change of additional information" will be automatically set. You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, select the pencil icon Click OK Click Save & Validate.	Data sheet - 1. General data
AT35	GA/FPA suspension Consortium Requested amendment The new SGA projects cannot be signed if the related FPA is suspended. However, the existing SGA's that do have a linked FPA suspended will be unaffected. If the project is not currently "SUSPENDED", any* future suspension (previously submitted via an AT35) can be overridden. Therefore, by overriding a future suspension, the overridden suspension will be cancelled. However, if a future dated CI suspension has been initiated, then a CR suspension - which is intended for after the CI suspension - must be rejected: If the CR suspension start date is on the same day as the CI suspension If the CR suspension start date is after the CI suspension start date If the CR suspension start date is before the CI suspension start date.	Manually set by the Beneficiary	Amendment information (the type is set directly in the amendment information tab, no change in another SyGMa tab is required)	Select the tick box for type GA/FPA suspension Select the pencil icon to enter the suspension date Enter the suspension date, and suspension justification and click OK You have the option to enter the expected suspension end date, but this is optional. Click Save	Data sheet - 5. Consequences of non-compliance, applicable law & dispute settlement forum (if Article 31 is shown in the text)
AT36	Resuming the action after GA/FPA suspension *Consortium Requested amendment The suspension end date cannot be earlier than the suspension start date and later than the project end date or the current date, if the project end date has not been defined.	Manually set by the Beneficiary	Amendment information (the type is set directly in the amendment information tab, no change in another SyGMa tab is required)	Select the tick box for type "Resuming the action after GA suspension" Select the pencil icon to enter the suspension end date Enter the suspension end date and press "OK"
AT37	GA/FPA termination (early termination) *Consortium Requested amendment	Automatic	Amendment information	Please click here for more information.
AT41**	Change of Annex 2 (estimated budget) Commission Initiated amendment (or) Consortium Requested amendment This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date For a change of Annex 2a, contact the Commission/Agency before preparing your amendment (mandatory) This amendment type can be flagged as Error Amendment by the EU Officer For Lump Sum projects, changes of Work Package budget will automatically select AT41 For projects with budget per Reporting Period, changes of costs breakdown of a reporting period will automatically select AT41	Automatically set as a change resulting from another type (see column impact on other amendment types) Manually set by the PO in all other cases	Amendment information	The following amendment types will automatically trigger the setting of the "Change of annex 2" amendment type: AT1: Addition of new beneficiary AT2: Addition of an affiliated entity AT3: Addition of an associated partner AT5: Beneficiary termination (non-accession to the GA) AT11: Change of the coordinator AT15: Change of the participant short name AT43a: Change of the maximum grant amount (Annex 2) Change of any partner cost break down If necessary, edit the date for when the changes will start to apply: Click on the pencil icon Edit the date.	Annex 2
AT43a	Change of maximum grant amount (Annex 2) Commission Initiated amendment (or) Consortium Requested amendment This amendment type is not applicable for FPAs. This amendment type can be flagged as Error Amendment by the EU Officer	Manual	Project/Beneficiary Financial information Amendment information	The maximum grant amount (Annex 2) is the sum of the requested EU contributions of each individual participant of the project (beneficiary or affiliated entity). The maximum grant amount (Annex 2) cannot be changed directly. If there is a change of requested EU contributions of individual participants and the summary is different, then the maximum grant amount (Annex 2) changes. When the maximum grant amount (Annex 2) changes, a blocking message will display informing that the "Change of maximum grant amount (Annex 2)" type is not selected and must be selected manually. Usually there is a reshuffle of the budget between participants aiming not to change the maximum grant amount (Annex 2). When the maximum grant amount (Annex 2) is changed, the "Change of Annex 2" type will automatically be set. The maximum grant amount (Annex2) cannot be higher than the maximum grant amount (award decision). To correct that, the EU Officer needs to follow the steps described below for AT43b. The maximum grant amount cannot be lower than the amount already paid/consumed in the budgetary system.	Data sheet - Section 2 - List of Participants & section 3 - Grant - Maximum grant amount, total estimated eligible costs and contributions and funding rate (Article 5)
AT43b	Change of maximum grant amount (award decision) Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency. This amendment type can be flagged as Error Amendment by the EU Officer	Manual	Project Financial information Amendment information	This data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the maximum grant amount (award decision). The maximum grant amount (award decision) can be decreased or increased by the EU Officer. If the amount is increased, the budgetary commitment should also be increased BEFORE the counter signature of the amendment. The change of the maximum grant amount (award decision) will activate the Refresh MIM button. The button that can be used to recalculate the MIM amounts according to the change in the maximum grant amount. Changing the maximum grant amount and saving the data will not result in the recalculation of MIM amount(s). Only pressing Refresh MIM will do that (and saving your changes afterwards). The EU Officer can revert back to the previous maximum grant amount (award decision) by clicking the Undo button. In the Amendment information screen, the EU Officer will manually check the "Change of maximum grant amount (award decision)" type.	Datasheet - 3. Grant (Article 5.2)
AT44a	Change of the contingency reserve Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer.	Automatic	Project Summary Financial Information	The AT44a allows the beneficiaries to adjust their budget, by using the contingency reserve to claim extra costs to cover unforeseen cost claims (e.g. currency fluctuations). In the Financial Information screen, the EU Officer only can edit the Contingency reserve field by clicking on the pencil icon . A pop-up will appear for the EU Officer to insert the amount they wish to claim. To see the maximum amount by which he/she can increase the maximum grant amount (Annex 2), the EU Officer has to hover over the information icon corresponding to the contingency reserve field. The sum of max grant amount (Annex 2) and the Contingency Reserve not yet activated cannot be higher than the max grant amount (award decision). Then, the EU Officer clicks on OK and the system displays the modified amount on the screen. Click Save. This action will trigger the automatic selection of the AT44a clause. The contingency reserve field is then displayed in the Project Summary screen (not editable): The EU Officer can also cancel the action by clicking on the undo icon . The Beneficiary has read-only view: Financial Information screen: The EU Officer has the option to set the effective date but it is not mandatory. If the effective date is not set, the change will take effect on the entry into force date of the amendment. To set the effective date, select the pencil icon Enter the effective date and click OK.	Data sheet - 3. Grant (Article 5.2)	If GA Options GAO19 is applicable and selected.
AT44b	Activation of the contingency reserve Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer.	Automatic	Financial Information	The AT44b clause is used to activate the contingency reserve amount and therefore increase the maximum grant amount (Annex 2), as set out in the Data sheet. If AT44b is activated, the following formula applies: Maximum grant amount (Annex 2) + Contingency reserve - Activation of the contingency reserve < Maximum grant award decision. Then, several rules apply: the Activated Contingency Reserve amount: cannot be higher than the contingency reserve cannot be a negative number cannot be decreased in case of an increase of the Activated Contingency Reserve, then, in the same amendment, there should be an increase of the Maximum grant amount (Annex 2) by, at least, an equal amount. In the Financial Information screen, the EU Officer only can edit the Activated contingency reserve, by clicking on the pencil icon . Then, a pop-up will appear for the EU Officer displaying the: Activated contingency reserve: the current amount activated, editable (by the EU Officer). This amount can only be increased. Changed in this amendment: the amount of the contingency reserve activated in the current amendment. The Activated Contingency Reserve is never higher than the Contingency Reserve. When the changed amount has been entered, click OK. The newly modified amount is displayed on the screen. Then click Save. This action will trigger the automatic selection of the AT44b clause. The EU Officer can also cancel the action by clicking on the undo icon . The Beneficiary has read-only view: Financial Information screen: The EU Officer has the option to set the effective date but it is not mandatory. If the effective date is not set, the change will take effect on the entry into force date of the amendment. To set the effective date, select the pencil icon Enter the effective date and click OK.	Data sheet - 3. Grant (Article 5.2)	If GA Options GAO19 is applicable and selected.
AT50	Change concerning listed equipment (Only for programmes with depreciation and full purchase cost option) Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	GA Options Amendment Information	Change listed equipment In the GA Options screen, click the pencil icon for GAO39 to edit the listed equipment Change the List of equipment and click OK Click save In the Amendment Information screen, the amendment type "Change concerning listed equipment" will be automatically set. You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, click the pencil icon Enter the effective date and click OK.	Data sheet - 3. Grant - Cost eligibility options (Article 6.2.C.2)	If GA Options GAO39 is applicable and selected
AT51	Change concerning unit costs/contributions (Annex 2a) Commission Initiated amendment (or) Consortium Requested amendment For a change of Annex 2a, contact the Commission/Agency before preparing your amendment (mandatory) This amendment type can be flagged as Error Amendment by the EU Officer	Manual	EU/Beneficiaries - Amendment Information	In the Amendment Information screen select manually the amendment type "AT51 Change concerning unit costs/contributions (Annex 2a)". Click save You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, click the pencil icon Enter the effective date and click OK Click save No document upload is necessary. The Annex 2a will be automatically generated.	n/a	n/a
AT51a	Change concerning customised unit costs/contributions (Annex 2b) Commission Initiated amendment (or) Consortium Requested amendment For a change of Annex 2b, contact the Commission/Agency before preparing your amendment (mandatory) This amendment type is not applicable for FPAs This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Beneficiaries - Financial Information	In the Financial Information screen, change the unit cost/contribution as required Click save In the Amendment Information screen, the amendment types "AT51a Change concerning customised unit costs/contributions (Annex 2b) and AT41 Change of Annex 2" will be automatically set. You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, click the pencil icon Enter the effective date and click OK. Click save Click the documents button and upload Annex 2b	Data sheet - 3. Maximum grant amount, total estimated eligible costs and contributions and funding rate (Article 6.2.D.X Option 5)	Only for programmes with customised unit costs/contributions (HE Research Infrastructure unit cost, AMIF EMN etc)
AT55	Change of the prefinancing Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency No payment letter will be generated after an increase of the pre-financing amount. This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Financial information	This data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the prefinancing. The EU Officer can change the amount/percentage of the pre-financing as for them the data is editable. The entries for paid prefinancing, at the project level, and the entries for processed prefinancing guarantee, at the Beneficiary level, are locked (i.e. not editable or recalculated). The prefinancing amounts can be updated if they are already paid, as long as the associated periodic reporting has not been started yet. Once the periodic reporting has started, no amount updates are allowed anymore and the amendment will be rejected. Once an interim payment has been processed, the system disables the possibility to add any pre-financing entries. If the first pre-financing is paid, but the associated periodic reporting (REPA) has not been launched, then the first pre-financing will be locked, however allowing the possibility to be unlocked. After a periodic reporting (REPA) is launched for the first pre-financing, this pre-financing is permanently locked, together with the following one (if applicable). In multi-prefin projects, the number of prefinancing installments can be increased by the EU Officer by pressing the Add prefinancing button. If MIM applies, one MIM entry will be displayed together with each prefinancing entry. In that case, if a new prefinancing is added, edited or is removed (by clicking ), a Refresh MIM button is generated. The same button will appear if a change in the maximum grant amount (award decision) is (also) applied. Press the Refresh MIM button to recalculate the MIM amount(s) in relation to your changes. To recalculate the MIM amount(s) you must press the Refresh MIM button. Only saving your changes will not result in the recalculation of MIM amount(s). You can revert your changes to the latest saved data by clicking the Undo button. Updating prefinancing will automatically set the "Change of the prefinancing" amendment type:	Data sheet - 4.2 Periodic reporting and payments (Article 22)	If pre-financing is applicable (Mono or Multi)
AT56	Change of the MIM contribution Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency This amendment type is not applicable for FPAs This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Financial Information	This data cannot be edited: the change in the MIM amounts results from the change in pre-financing and/or the change in maximum grant amount (award decision). The prefinancing amounts can be updated if they are already paid, as long as the associated periodic reporting has not been started yet. Once the periodic reporting has started, no amount updates are allowed anymore and the amendment will be blocked. In the situation when the initial prefinancing (with MIM) has been paid, the following rules apply: the MIM cannot be decreased if the initial MIM is increased then the initial prefinancing should also be increased by an amount higher than the increased MIM amount You may check the MIM amount(s) by going to the Financial Information screen: If MIM applies, one MIM entry should be displayed together with each prefinancing entry. In the Amendment Information screen, the amendment type "AT56 Change of the MIM contribution" will be automatically set.	Data sheet - 4.2 Periodic reporting and payments (Article 22)	Only for programmes with MIM (for e.g. HORIZON, RFCS)
AT57a	Change of the pre-financing guarantee Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Beneficiaries / Partner - Financial information	This data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the pre-financing guarantee. The EU officer will change the amount of the pre-financing guarantee (tick the box and introduce the value of the required amount (by default, the box is not flagged). The EU officer can undo the changes made to the Pre-financing guarantee by clicking the Undo button. When the pre-financing guarantee is changed, the "Change of the pre-financing guarantee" type will automatically be set.	Data sheet - 4.2 Periodic reporting and payments (Article 22.3.4)	If pre-financing guarantee is applicable
AT57b	Change of joint and several liability of beneficiaries *Commission Initiated amendment (or) *Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer.	Automatic The AT57 is reserved for exceptional cases and is open only to the EU.	GA Options The AT57b is used to add joint and several liability of Beneficiaries, if requested by the EU. This amendment clause can be used only if the GA073 option is applicable for the Grant Agreement (GA).	In the GA Options screen, click on the pencil icon corresponding to GAO73 to edit Joint and several liability of beneficiaries: A pop-up window appears to select one of the following options: 'Limited liability' 'Unconditional' 'Individual' Once the new option is selected, click on OK. Then click on Save. If the new option selected is different than the previous one from the GA, the Amendment clause AT57b will be selected in the Amendment information screen. This amendment type can be unselected, in case of a mistake or if the decision to change the option in force with a different one is taken.	Data Sheet - Section 4.4, Articles 22.2, 22.4	If GA Options GAO73 is applicable and selected.
AT58	Change of the non-profit rule Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	GA Options Amendment Information	This data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the non-profit rule. In the GA Options screen, the EU officer will select the tick box for GA065 Non profit rule (Data Sheet 4.2) and click save In the Amendment Information screen, the amendment type "Change of the non-profit rule" will be automatically set. The EU officer will have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, select the pencil icon Enter the effective date and click OK.	Data sheet - 4.2 Periodic reporting and payments (Article 22.3.4 )	If GA Options GA065 is applicable and selected
AT59	Change of the list of CFS exempted participants (CFS waive) Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	Beneficiaries - Financial Information	This data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the CFS flag. The CFS flag can be changed for a Beneficiary or an Affiliated Entity by the EU Officer. When the CFS waive flag is changed, the "Change of the list of CFS exempted participants (CFS Wave)" type will automatically be set.	Data sheet - 4.3 Certificates (Article 24)	If CFS is applicable
AT60**	Change due to errors/mistakes Commission Initiated amendment (or) Consortium Requested amendment This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date This amendment type can be activated only by the Commission/Agency This amendment type can be flagged as Error Amendment by the EU Officer	On demand by EU (the PO needs to request the Service Desk to enable the clause)		This amendment type is used in the exceptional cases when errors/mistakes need to be corrected and the option to select the applicable clause as an error amendment is not available:
AT60gc	Correct Annex 5 Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be activated only by the Commission/Agency This amendment type can be flagged as Error Amendment by the EU Officer	Manual		This amendment type is used to correct the Annex 5 You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, click the pencil icon Choose the effective date and click OK
AT71	Change of the progress reporting schedule (Only for Horizon Europe ERC projects with progress reporting) *Commission Initiated amendment (or) *Consortium Requested amendment	Automatic	Progress Reporting Periods GA Options	When making modifications like updating the "Reporting Period Name" column or adding a new period in the Progress Reporting Periods screen, the AT71 is automatically triggered. Moreover, together with the AT71, the GAO47 is automatically selected and not editable by the system (when the Progress Reporting Periods are updated).	Data sheet - 4.1 Continuous reporting (Article 21)
AT72a	Change of blended finance investment component (Only for programmes with blended finance single action) Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Automatic	GA Options Amendment Information	In the GA Options screen, click the pencil icon for GA090 to edit the blended finance investment component Change the investment component amount and click OK Click save In the Amendment Information screen, the amendment type "AT72a Change of blended finance investment component" will be automatically set. You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, select the pencil icon Enter the effective date and click OK.	Data sheet - 1. General data (Article 1, 3, Annex 6)	If GA Options GA090 is applicable
AT72b	Change of Annex 6 (Only for programmes with annex 6) Commission Initiated amendment (or) Consortium Requested amendment This amendment type can be flagged as Error Amendment by the EU Officer	Manual	Amendment Information	In the Amendment Information screen, select the tick box for AT72b Change of Annex 6 and click save You have the option to set the effective date but it is not mandatory. If the effective date is not set, the amendment will take effect on the entry into force date. To set the effective date, select the pencil icon Enter the effective date and click OK Click Save Click the documents button and upload Annex 6	Data sheet - 1. General data (Article 1, 3, Annex 6)	Only for programmes with blended finance (single action) Used by HE EIC Accelerator Blended Finance
AT101	Transfer of the Grant Agreement to another granting authority *Commission Initiated amendment This amendment type can be activated only on demand of the Commission/Agency. This amendment type can be flagged as Error Amendment by the EU Officer	On demand by EU (the PO needs to request the Service Desk to enable to clause)	GA Information	By selecting this amendment clause the following fields will become editable in the GA Information screen: Granting Authority All changes are done by selecting another Granting Authority Service via the 'Change' link (no "undo" button available on the screen). The hyperlink next to Granting Authority Service: 'Change' is displayed and can be edited ONLY if AT 101 is selected. Granting Authority Service Granting Authority Service location Click Save & Validate You have the option to set the transfer date but it is not mandatory. If the transfer date is not set, the amendment will take effect on the entry into force date. To set the transfer date, the new CL2 key and the Budgetary system, click the pencil icon Then click OK. This amendment clause has to be signed by: the Authorising Officer requesting the transfer the Authorising Officer to whom the GA is transferred the Consortium

How to prepare an amendment

The amendment information tab

How to apply the changes for the amendment

AT1

AT2

AT3

AT4

AT5

AT6

AT7

AT11**

AT12**

AT15

AT16

AT17

AT18

AT21**

AT22

AT23

AT24

AT25

AT26

AT27

AT28

AT35

AT36

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AT41**

AT43a

AT43b

AT44a

AT44b

AT50

AT51

AT51a

AT55

AT56

AT57a

AT57b

AT58

AT59

AT60**

AT60gc

AT71

AT72a

AT72b

AT101