Info Session EU programs and funds

Welcome!

Balkan Security Network

Introduction ....

Boško Nektarijević

BBA - Bachelor of Business Administration - Paris, France ‘99

MBA - Master of Business Administration

Solvay Business School – University of Brussels ‘02

Executive education at the Harvard University USA ‘05

Master programs at the Boston University and various other trainings..

Training reform leaders since 2002 in leadership, cross cultural negotiations,

project development, project proposal writing etc.

Principal designer of many educational programs for over 2000 people ..

Founding member and executive manager of the BSN

European Project Proposal Development

Info Session Agenda

• 10:30 - 10:45 - Registration;

• 10:45 - 11:00 - Welcome and introduction;

• 11.00 - 11.50 - EU funding arena & project development;

• 11.50 - 12.30 - Orientation in FP7 and excellence in proposal writing;

• 12.30 - 12.40 - Coffee brake;

• 12.40 - 13.30 - Main EU funding programs;

• 13.30 -14.00 - Questions and answers;

Key questions until 11.50

Why is EU giving you money for your projects ?

How EU funding programmes work ?

What can you finance vie EU funds ?

Where to find Calls for Proposals ?

How to read and understand EC documents ?

How to prepare a successful project proposals ?

Or join a consortium ? And find partners ?

Why Serbian companies fail - Typical mistakes ?

Application prep

Understand expectations of stakeholders (EC, national)

PP

Assessment

Lobbying and/or briefing

Just the top of the

Iceberg

Approximately

30% of work

Research

Communication

Planning

Refining

Negotiating

70% of Work

PP Application is just the top of the Iceberg

Reference documents, frameworks

Idea, opportunity, need, problem that EC identified and research

Project participants and relevant actors

Project proposal development matrix

IDEA(opportunity , need, call for proposals )

Research and analysis phase (Stakeholders,Problems, Objectives,Strategy)

Understand expectations of the stakeholders ( expectations of the Commission, how programs work, national authorities, non-state actors,

interest groups , They usually do not have adequate Needs Analysis)

Project

consortiumFormalize network

build a team

Background Document

Reference documents(EU, regional, national, local )

Analyze call for proposals

Lobbying(Identify targets, build your

network , create power full

coalition)

Application means Planning Why ? What ? How ? Who ? When ?

Assessment Educate the evaluator! Do evaluator’s job!

Answer their questions!

Incorporate suggestions,

do external assessment ;

Use BSN quality frame

Include all possible cross

cutting priorities !

Get to know who have to

say YES. Who must not

say NO.

Identify interest groups,

who appointed them,

their networks, interests

Carefully research the organisation

that you are applying to! And

prospective partners!

Approach donor at an early stage.

Ideally during programming!

Be expert on the

subject and all

related subjects!Allocate enough time and resources!

Create trans-European networks! EU Dimension! Work with all possible diverse partners!

If you can afford - hire the best professionals ! If you can not – consult with them !

Be clear about their

goals/objectives/proc-

edures!

Respect donor

guidelines in detail!

Promote yourself

and your project!

Get involved

everywhere!

Reader focused !

Create a

Project

Environment

folder and ..

Politicians

Beneficiaries

How EU programs work?

Policies

Funding

Programs

Impact

In line with the EU Policies!

European

Commission

TREATIES :

Treaty of Nice

Treaty of

Amsterdam

Accession

Treaties

Lisbon Treaty

etc ..

INSTRUMENTS:

- EU LEGISLATION

- NAT. LEGISLATION

- FUNDING PROGRAMS

FUNDING PROGRAMS

PHARE and TACIS

FEOGRA Program

CIP

Progress

EU Social Fund

LIFE Program

Structural Funds

Framework 7 etc…

POLICIES:

Foreign Policy

Agricultural Policy

Health Policy

Enterprise Policy

Social Policy

Environ. Policy

Regional Policy

Research policy..

EU Instruments

EU Funding Logic

In 2006 EU adopted priorities for ‘07 – ’13 and created new instruments (Funding

Programs). New cycle will start soon with the objective for EU to become a smart,

sustainable and inclusive economy by 2020. EU has three major funding logics:

Structural and Cohesion Funds

– internal funds operated by the National intermediaries

Community Action Programs

– operated by the European Commission in Brussels

External cooperation Programs

– operated by the EC Delegations and coordinated by the EuropeAid

Concretely, the Union has set five ambitious objectives - on employment, innovation,

education, social inclusion and climate/ energy - to be reached by 2020

Overview of main instruments for external aid http://ec.europa.eu/europeaid/multimedia/presentations-speeches/documents/20080627_kr_journalists_en.pdf

Community Action Programs

• Culture 2007

• CIP Competitiveness and

Innovation Programme

• Youth in Action

• PROGRESS

• LLL Life-Long Learning

• External Borders Fund

• LIFE +

• 7th Framework Programme of the European Community for Research, Technological Development and Demonstration Activities

• IDABC (Interoperable Delivery of pan-European e-Government services to public administrations, businesses and citizens)

• FISCALIS 2013

• Customs 2013

Full list of all programs is posted on www.eufunds.info

Objectives, Structural Funds and Instruments

ERDF ESFCohesion

FundConvergence

Regional Competitiveness and Employment

European territorial Cooperation

ERDF

ERDF

ESF

infrastructure,

innovation,

investments

etc.

employment,

social inclusion,

institutional

capacity

Member States with a

GNI/head below 90%

environment and

transport infra-

structure,

renewable energy

all Member States and regions

OBJECTIVES STRUCTURAL FUNDS AND INSTRUMENTS

Beneficiaries

The Actions

The Budget

The Timetable

The Procedure

Sources of Information

Call for Proposals – components:

Eligible Organisations Geographic Zones Covered Exclusion Criteria

Objectives of the CallType of expected actions

Total Call BudgetMinimum/Maximum grant amount Percentage of co-financing

Deadline for submitting the proposal Project starting dateProject duration Monitoring the application Pre-proposal

Selection CriteriaAllocation criteria

Where to find documents concerning the programme

Contact person in the EC

Project Concept Note

Application form

Project Budget

Partnership statements

Statement of the applicant

Supporting documents

Documents usually required from you

I. THE ACTION

1. Description 1.1. Title 1.2. Location

1.3. Cost of the action and amount requested from the contracting authorities

1.4. summary (max 1 page)

1.5. Objectives (max 1 page)

1.6. Relevance of the action (max 3 pages)

1.7. Description of the action and its effectiveness (max 14 page)

1.8. Methodology (max 4 pages)

1.9. Duration and indicative action plan for implementing the action

1.10. Sustainability of the action (max 3 pages)

1.11. Logical Framework

2. Budget for the action

3. Expected sources of funding

4. Experience of similar actions

Application form model IPA CBC

II. THE APPLICANTS

1. Identity Profile Category Sector(s)

2.3. Target group(s)

3. Capacity to manage and implement actions

3.1. Experience by sector

3.2. Experience by geographical area

3.3. Resources

4. List of the management board/committee of your organisation

III. PARTNERS OF THE APPLICANT PARTICIPATING IN THE ACTION

1. Description of the partners 30

2. Partnership statement 32

Application form model (continued)

A good place to start is EU Funds Blog

http://balkansecuritynet.blogspot.com/ ..

And than follows the real work ..

EuropeAid, http://ec.europa.eu/europeaid/work/funding/index_en.htm

CORDIS, http://cordis.europa.eu/partners/web/guest/home

WBC INCO NET, http://www.wbc-inco.net/object/news/list

EEN, http://www.enterprise-europe-network.ec.europa.eu/index_en.htm

ISDACON http://www.evropa.gov.rs/Evropa/PublicSite/Ipa.aspx

and other links from EU Blog..

How to find Calls for Proposals ?

Key questions for project proposal

What?Objectives? To/For whom?

Refine the scope,

target groups/beneficiaries

Explain overall and specific goals,

Define expected results, impact

Why?Project environment

and Background documents

Justification & problem analysis

Stakeholders analysis/needs

Results, Risks & Impact?Monitor changes to the project,

make corrections, adjust your schedule

to respond to problems, or

adjust your expectations and goals.

Who & When? Where?identify specific tasks,

and develop a schedule

and resources, budget. .

How?Refine the strategy,

methodology, Activities;

Means, available resources

• 1 Analysis of project´s Context

• 2 Analysis of Stakeholders

• 3 Problem Analysis/Situation Analysis

• 4 Objectives Analysis

• 5 Plan of Activities

• 6 Plan of Resources/Inputs

• 7 Indicators/measurements

• 8 Risk Analysis

• 9 Analysis of Assumptions

Project Generator workshops:

Cause effect relationship among objectives

Activities Inputs

Goal

Purpose.

Outputs

Road Map ahead – how we can help you ?

Undeveloped companies Potential applicants High Potentials

Analysis of funding

sources, Information,

Awarenessand

Needs analysis

Refining project ideas and concepts andcompany’s profiles, orientation/guidance

Identification of funding program

Partner search and consortium

creation

Supporting project proposal development; andpre evaluation of

project proposals

Proposal

submission

Lack of understanding of Evaluation criteria ( objective vs subjective )

Poor needs analysis and description of the starting point ( stakeholders,

problems, target groups, etc )

Small relevance for program objectives

Poor impact analysis

Insufficient detail given of planned activities as evidence to convince

evaluators of impact

The text of different parts of a proposal is not consistent so evaluators get

confused.

No respect for instructions. Be intelligent in implementing the instructions.

Every word of the policy document has a meaning

Typical mistakes

Evaluation oriented project proposal writing

Answer evaluators questions and make sure you understand assessment

criteria before you start writing;

Educate evaluator in simple and easy to understand language using

references form background documentation;

Provide measurable evidence of your claims from credible info sources;

Present information it the best format for the readers to understand them;

Make sure to respect Causality principle: and directly interconnect why –

what – how – etc.. There should be noting more and nothing less in your project

proposal;

Provide ‘just enough’ details needs analysis, activity description and impact

analysis;

Make sure to be Consistent in all parts of the project proposal;