Speaking as a ZIP editor:
Yes, my understanding is that the direct grant option would require a (straightforward) ZIP amendment and ZCAP ratification. Any consensus rule change, as this would be, also has to be agreed between ZF and ECC at the appropriate point in the upgrade cycle in order to be included.
It is not the case that the wording in ZIP 1014 precludes using the direct grant option just because ZF and ECC didn’t agree on it before Canopy activation. But that, and the fact that it affects the dev fund, is why it requires a ZCAP ratification. (If we were talking about a technical change to support a feature, say, it would still require ECC+ZF agreement but typically wouldn’t require a ratification.)