Online Manual

Grant preparation

The Grant Agreement must be prepared directly in the Portal Grant Management System.

Where? Access to the Grant Management System is available through My Projects > Actions > Manage Project > Proposal Management & Grant Preparation > Grant agreement data preparation.

Who? The Grant Agreement data should be prepared by the consortium participants together and submitted by the Coordinator.

How? You will be prompted by e-mail for all the actions that you need to carry out for the grant preparation. For more details, see the list of grant-related notifications.

What? The grant preparation process consists of:

  • setting up the Portal Grant Management System with the:
  • participants' legal, administrative and financial information
  • description of the action (DoA, Annex 1 GA)
  • estimated budget (Annex 2 and 2a GA)
  • project variables (when the project starts, reporting periods, amount of prefinancing, GA options, etc.)
  • legal documents needed for grant signature (declarations of honour)
  • so that the system can generate the Grant Agreement

and

  • trigger signature directly inside the system (Grant Agreement and Accession Forms).

In parallel, the Granting Authority will perform the remaining legal checks to ensure that all the successful proposals can receive EU funding (legal entity validation, financial capacity check, non-exclusion check, etc.)

Our Grant Agreement clauses are common to all EU programmes and mandatory for all beneficiaries. They are explained in more detail in the AGA — Annotated Grant Agreement.

Grant preparation process

Enter & submit grant data: Entering legal, administrative & financial data > Preparing the Description of the Action (DoA)

Signing the Grant Agreement

Description of the Action (DoA) (Part A and B)

The description of the action (DoA, Annex 1) is structured like the application form into two parts, Parts A and B:

  • Part A: contains the structured tables with project information (retrieved from the Grant Management System tabs)
  • Part B (the narrative part): is based on Part B of the application form and must be uploaded as a PDF.

Creating Part B of the DoA is straightforward, as it can be derived directly from Part B of the application. The instructions for this are available on Portal Reference Documents.

The system will merge the Parts A and B, generating a single PDF with the full description of the action (DoA).

(warning) All participants can contribute to the parts, but it is the Coordinator who will have to finalise and submit it.

Tasks of the Coordinator:

  • Workplan tables: Complete the workplan tables in Part A, (work package descriptions, deliverables and milestones)
  • Check that all PICs have been validated by the Central Validation Service
  • Quality check:

Check that the DoA is coherent and that information in Part A and B is consistent. (warning) Some programmes will ask you not to simply attach the application, but to adapt Part B. In this case, try to avoid overlaps between Parts A and B (delete work plan tables from Part B, etc.)

Check that DoA and the application match: please check if the content of the DoA differs from the application, as this must be in compliance with your invitation letter to start grant preparation. In addition, you may correct shortcomings identified by the experts in the evaluation summary report. The information presented in the DoA can be made more consistent if necessary. Any errors should be corrected (data displayed in a table or figure is at odds with the description, etc.)

Check that the DoA and the legal and administrative information match: for example, it must describe the role and tasks performed by each Partner (Coordinator, Beneficiary, Affiliated Entity, Third party providing in-kind contributions, etc.) defined in the structured part.
Make sure that the template has been followed and all sections are completed and no annexes are missing.

Termination of grant preparation

If the consortium decides against the grant during grant preparation, they can launch the termination process directly in the Portal. See the detailed screens and descriptions in the  on grant preparation termination.

(warning) This type of termination works only during grant preparation. Afterwards (after grant signature), the grant must be formally terminated by amending the GA (early termination amendment).