The LOI For Grants template is specifically designed for use under Swiss law when establishing formal grant relationships between funding organizations and recipients. This document type is essential for organizations operating in Switzerland that need to formalize their grant-making activities in compliance with Swiss federal and cantonal regulations. The template includes comprehensive provisions for grant administration, covering everything from initial disbursement to final reporting requirements. It is particularly valuable for situations requiring structured oversight of grant funds, clear accountability measures, and compliance with Swiss public and private law requirements. The LOI For Grants format ensures that both grantor and grantee interests are protected while maintaining transparency and regulatory compliance throughout the grant lifecycle.
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1. Parties: Identification of the grantor and grantee, including full legal names, addresses, and registration details
2. Background: Context of the grant, including the grantor's mission and the purpose of the grant program
3. Definitions: Key terms used throughout the agreement, ensuring clear interpretation under Swiss law
4. Grant Purpose: Detailed description of the specific purpose for which the grant is being made and intended outcomes
5. Grant Amount and Payment Terms: Specification of the grant amount, currency, payment schedule, and conditions for disbursement
6. Grantee Obligations: Core responsibilities of the grantee, including project implementation, use of funds, and compliance requirements
7. Reporting Requirements: Details of required financial and narrative reports, including frequency and content requirements
8. Monitoring and Evaluation: Procedures for monitoring grant implementation and evaluating outcomes
9. Record Keeping: Requirements for maintaining financial and project records in compliance with Swiss regulations
10. Representations and Warranties: Standard legal assurances from both parties
11. Term and Termination: Duration of the grant agreement and conditions for early termination
12. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction for dispute resolution
1. Multiple Tranches: Used when the grant is to be paid in multiple installments with specific conditions for each tranche
2. Intellectual Property Rights: Required when the granted project may generate IP rights
3. Publication and Communication: Include when there are specific requirements for public acknowledgment of the grant
4. Anti-Money Laundering Provisions: Required for large grants or when dealing with international transfers
5. Data Protection: Include when personal data processing is involved in grant administration
6. Matching Requirements: Used when the grant requires matching funds from other sources
7. Sub-granting Provisions: Include when the grantee is authorized to make sub-grants
8. Insurance Requirements: Required when specific insurance coverage is necessary for grant activities
1. Project Description: Detailed description of the project or program being funded
2. Budget: Detailed budget breakdown and approved use of funds
3. Payment Schedule: Detailed timeline and conditions for grant disbursements
4. Reporting Templates: Standard forms for financial and narrative reporting
5. Key Performance Indicators: Specific metrics and targets for project evaluation
6. Compliance Checklist: List of regulatory and administrative requirements
7. Required Documentation: List of documents required for grant administration
8. Contact Details: List of key contacts from both parties responsible for grant administration
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