asocijacija za tečni naftni gas - privredna komora beograda fondovi za msp/1... · introduction...
TRANSCRIPT
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:
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;