Checklist · Financial Engineering & Grants

Preparing a funding or grant application

A funding or grant application is first and foremost an exercise in consistency. The project, the amount, the use of funds and the supporting documents must indeed match one another. Yet most rejections stem from undetected ineligibility or a missing document. The checklist therefore applies to loans and grants alike.

Preparing a funding or grant application – partial preview of the first page

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PDF, 2 pages
Languages: French, English, Spanish, Arabic

What the funding or grant application checklist verifies

  • Eligibility for the targeted scheme.
  • Presentation of the project: in particular objectives and timetable.
  • Financing plan: in particular full coverage of funding sources.
  • Administrative documents.
  • Finally, submission and follow-up until the decision, with notes on use.

When to prepare a funding or grant application

The checklist serves first before a bank loan application is submitted. It also serves for a public grant, an honour loan or an investment premium. Furthermore, it structures follow-up after submission.

SME managers and project promoters are in particular its intended readers. The document also concerns associations and cooperatives.

Instructions for use

Eligibility is checked first, before any drafting. The financing plan is then finalised, with sources and uses of funds set out. Furthermore, the project promoter dates and checks each administrative document before submission. Finally, a tracking table records exchanges with the body concerned, additional requests and deadlines until the decision.

Expected outcome

At the end of the process, the application presents a consistent project, a fully funded financing plan and complete documents. Follow-up is organised from submission. Consequently, the risk of rejection on formal grounds decreases, and requests for additional information are answered within the time limits.

Key facts

Format PDF, 2 pages
Languages French, English, Spanish, Arabic
Version October 2026
Access download after registration
Scope bank loan, grant, honour loan, investment premium

Limitations

The checklist does not replace the rules of the targeted scheme. Likewise, eligibility criteria are to be checked on the date of submission.

Further reading: investment project structuring; Tamwilcom.

  • Prepared by ASKonsult
  • Languages: French, English, Spanish, Arabic
  • Version: octobre 2026

In the same field

Going further Funding and grants consultation: targeting sources and guiding the application

General information document; it constitutes neither legal advice nor an opinion on a particular situation. References to legal texts should be checked against the version in force on the date of use.

Consulting firm not registered with the Bar; no representation before the courts and no act reserved to the regulated legal professions.