grants & incentives eastern europe 2009

CONNECTING PEOPLEAND ORGANIZATIONS TOREALISE THEIRPOTENTIAL

Director Financial IncentivesIng. Joost Holleman MBAt. +31-20-6763993e. [email protected]

Hudson Financial IncentivesEastern Europe grant programs

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Content

Hudson Financial Incentives References & example European clients European Scope & Focus Organizing Grants Grant Process Hudson approach European grant outlines Eastern Europe Specific Characteristics ESF and EFRD projects

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OUR SERVICES

TALENT MANAGEMENT

PERMANENTRECRUITMENT

CONTRACT PROFESSIONALS

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(Y)OUR WORLD - WHERE WE DELIVER

WORLDWIDE:

– 25 countries, 4 continents, 140 offices, $1.2 billion in revenue (‘07)

– 3,600 employees globally

– Trading as Hudson since 2003

– Listed on NASDAQ (HHGP)

IN EUROPE:

– 18 countries, 45 offices, 47% of global revenues, 1,600 employees across Europe

– 1.5 million qualified professionals are in our database

– 7,300 permanent placements per year

– 2,000 contract professionals each day at client sites

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Financial Incentives Grants

Grant Scan (Global, European and national) Grant Applications Grant Administration Accountancy Issues

Foreign Incentive Scheme applications & Administration

Tax related grants/incentives

European Investment Bank loans

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ing. Joost C. Holleman MBA

Technical Engineering (Logistics) 1996 MBA 2005 (University of Phoenix USA)

HUDSON (1997 – 2008) 1997 – 2000 Manager Finance Betuweroute - East 2000 – > Controlling / Grants Coordinator ABNAMRO 2005 – > Director Financial Incentives

Current active sectors Retail Banking & Insurance Logistics Automotive Industry

Head Office +31-20-6763993Support +31-20-6763993

[email protected]@balance.nl

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Ma Monique van der Voort

2005 Political Science 2005 VNO-NCW representative European Union in Brussels 2006 Policy officer European Commission in The Hague 2007 - > Consultant Hudson Financial Incentives

Currently active European projects in: Poland Baltic States Belgium Czech Republic Slovakia

Mobile +31-6-20606506Head Office +31-20-6763993

[email protected]

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Global & European References

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2008 example current European clients

Ahold CZ (since 2006) Prognosis > 5 million Euro in grants Czech Republic, Slovakia

ICA, Rimi Baltic (since 2007) Prognosis > 3 million Euro in grants Latvia, Lithuania, Estonia,

HAVI Logistics (since 2008) Prognosis <1 million Euro in grants Latvia, Lithuania, Estonia, Czech Republic

Fortis (since 2008) Prognosis > 5 million Euro in grants Netherlands

ABNAMRO (since 2000) Prognosis > 5 million Euro in grants Rumania, Italy, Poland

Hutchinson Whampoa, AS WATSON / Drogas (since 2008) Prognosis > 5 million Euro in grants The Netherlands, Europe starting up

Danone (since 2008) Prognosis <1 million Euro in grants Latvia

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Scope & Focus HudsonScope:

European Social Fund (ESF) European Fund for Regional Development (EFRD) Foreign Investment Schemes (FIS) Agricultural programs (AP) European Investment Bank (EIB) Innovation (Eureka)

Focus:

Training & Development Investments Logistics Product Development Innovation

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Hudson general grant approach

Think global, act local Combining cross country knowledge of the client’s organizational structure with

the funding specifications per country:

Central approach for Central European countries Large knowledge database of European regulations (i.e. market conformity issues,

eligible costs) Covering national programs/ call for proposals ESF/EFRD Flexibility in bridging client’s activities and funding programs Create more efficiency with setting up grant applications per country and project

administration using the same templates and procedures Increase Grant Potential by using repeatable solutions Project according to IFRS and SOX procedures

Working with local consultants Familiar with the specific regulations, criteria, latest funding news Applications made in the local language Local consultants are instructed and monitored by European project manager 75% of local consultants have worked for Government Agencies which were involved

in Grant Programs from the Pre accession funds

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Organizing Grants (proposal) European coordination

Monitoring grant organization Setting up repeatable solutions for various countries Quality control European Overview

Steering committee Management level 2-4 yearly meetings Discuss progress / monitoring grant process Go / No go decisions

Internal Coordinator Project Management Organizing / operational activities

External partner country level Making scans, business cases, applications Setting up grant administration Final Declaration Specialized activities (i.e. market conformity)

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Phase 1Quick Scan

Phase 2Business

Case

Phase 3Application

Phase 4Project

Administration

Phase 5Final

Declaration

Publication of Grant callsby (local) government Page 1

Grant ProcessEuropean Funding Projects Process (EFPP)

European PolicyOperational Programs

RequirementsAdministration

1. Quick scan phase2. Business case phase3. Grant Application4. Grant Administration5. Final Declaration

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Quick Scan Phase (QS)

Bridging (connecting) project with possible grant programs

Getting information (Filling QS Template) to see if project meets main requirements

Result (quick scan template): Maximum grant opportunity in Euro’s Applicable grant programs Project could or could not be subsidized Timing when to make application

Quick scan template which has to be approved by internal coordinator to go to next phase

Phase 1Quick Scan

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Business Case Phase

Getting additional information to examine if project / activity meets all requirements from grant program

Result (Business Case): Business case (PowerPoint) Maximum grant opportunity in Euro’s Which grant programs are applicable Main requirements from grant programs Risk analysis Costs for making application

Business Case has to be approved by Internal coordinator / Steering committee to go to next phase

Phase 2Business

Case

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Grant Application

Getting all necessary information to fill in grant application format

Result (Grant Application): Project planning Investment plan Project details

Application has to be approved by Steering Committee / Internal Coordinator

Phase 3Application

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Project Administration / Final Declaration

Phase 4: Project Administration Setup project administration Gathering necessary documents for project administration Making EU grant Administration Talks with government Result: Administration according to criteria

Phase 5: Final Declaration Making final declaration Talks with government about final declaration Result: Total grant taken into P&L

Phase 4Project

Administration

Phase 5Final

Declaration

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European outlines

European outlines (2007 – 2013)

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European Grant Themes

Agriculture Audiovisual and Media Communication Competition Conference interpretation Consumers Culture Development Economic and monetary affairs Education, training and youth Employment and social affairs Energy Enlargement Enterprise Environment

External Relations External Aid External Trade Fisheries Fighting fraud Freedom, Security and Justice Humanitarian Aid Human Rights Information society Public Health Regional Policy Research and Innovation Sport Statistics Transport


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Funding ESF and EFRD


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Funding opportunities Central Europe European Fund for Regional Development / INTERREG

Innovation New Production facilities / logistics Product development IT investments Energy savings More and better jobs Grant % depends on eligible costs

European Social Fund Education & Training Outplacement Globalization fund Grant +/- 50%

Eureka program Innovation Inbound logistics ICT development Product development

EUPolicy

NSRFNational Strategic

Reference Framework

OPOperational Programs

Grant law

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HUMAN

CAPITAL

BASIC

INFRASTRUCTURE

ECONOMIC COMPETITIVENESS

OP TECHNICAL

ASSISTANCE

OP REGIONAL

SOP COMPETITIVENESS

OP ADMINISTRATIVE

CAPACITY

SOP HUMAN

RESOURCES

SOP ENVIRONMENT

SOP TRANSPORT

ADMINISTRATIVE

CAPACITY

OPsTERRITORIAL

COOPERATION

Strategic Vision European Union

Objective:

To reduce the economic and social development

disparities between Central Europe and the EU Member

States

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European Social Fund (ESF)

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ESF Priority Axis Central Europe

1. Education and training in support for growth and development of knowledge based society

3. Increasing adaptability of workers and enterprises

4. Modernising the Public Employment Service

6. Promoting social inclusion

5. Promoting active employment measures

2. Linking life long learning and labour market

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Needed for Application ESF for Training & Development grant

Training Costs (external and internal trainings) Course descriptions 12 month plan for educational activities HR data

Mandatory Administration for ESF

ESF attendance sheet Time registration Market conformity

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Characteristics ESF Administration Market Conformity

Contract database “Lowest” bidder or best quality Price check (costs according to market conformity documents) Maximizing/Minimizing Costs

Civil effect Life long learning effect

Grant Administration According to administrative ruling (HEA or ELAS)

Communication rules EU communication

Other issues Payback scheme employees Costs inside project period Indirect costs Development costs (making development costs eligible) Communication with Ministry

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Example of ESF grant administration

INVOICE

Attendance list

Invoice system

Matching

ESFEntry

HR database

MatchingWages & ID

numbers & invoice paid date

INVOICEsuppliers

invoiceApproval

Invoice system

NON MATCHINGdocuments

REPAIR actionsTime registration

Sheets

Application

Setup finaldeclaration

CertificatesESF package

NON MATCHINGdocuments

REPAIR actions

ESF database

ESF archive

Market conformity database

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European Fund for Regional Development (EFRD)

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EFRD Priority Axis Central Europe

1. An innovative and eco-efficient productive system

2. Research, technological development and innovation for competitiveness

3. Information and Communication Technologies for private and public sectors

5. attractive destination for sustainable tourism and businesses

4. Increased energy efficiency & sustainable development of the energy system

1. Improvement of regional and local transport infrastructure

2. Improvement of social infrastructure

3. Strengthening the regional and local business environment

5. Support of sustainable urban development

4. Sustainable development of regional and local tourism

Competitiveness Regional Operational Programs

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Characteristics EFRD Projects

Call for proposals are different in each country, but topics are more or less the same (new technology, job creation, production investments, IT, energy reduction, R&D)

Each call has it’s specific criteria and these criteria can change each year depending on the available budget

Project application level differs between simple form and complex business plan depending on the investment amount

Project administration is rather straight forward compared to other EU funds, but project criteria can sometimes be hard to match with companies activities and timing

Funding support is +/- 30% of the investment (depending on eligible costs)

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Example of grant opportunities

PackagingStorage

ProductionManufacturing

Research & DevelopmentProduct development

Farms, local production

Stores

Eur

opea

n F

und

For

R

egio

nal d

evel

opm

ent

Indi

vidu

al a

pplic

atio

n

Eur

opea

n F

und

For

R

egio

nal d

evel

opm

ent

Indi

vidu

al a

pplic

atio

n

Eur

opea

n F

und

For

Reg

iona

l dev

elop

men

tIn

divi

dual

app

licat

ion

European

Social F

undIndividual application

European

Social F


European

Social F


Eur

opea

n F

und

For

R

egio

nal d

evel

opm

ent

Indi

vidu

al a

pplic

atio

n

Eureka program & 7th Framework from farm to fork

Training & Development

Training & Development- Store employees- Store managers

ManagementITProcessesProduct QualitySafetyCustomer Service

ImprovingFood QualityFood Safety

Improving Processes Standards & Certification

Support for:Training & Development- Production workers- Management

ManagementITProcessesProduct QualitySafetyCustomer ServiceLogistics

Support for:Training & Development- Production workers- Management

ManagementITProcessesProduct QualityProduct SafetyCustomer ServiceLogisticsCertification

Support for:Training & Development- Farmers

ManagementITFood QualityFood SafetyCertification processes

EuropeanSocial Fund

Partnership application

Support for:1. the development of new products and technologies2. introduction of new products and technologies in production3. training of employees and attraction of highly qualified specialists to the company4. Support for the participation in international exhibitions and trade fairs and other activities to promote export5. investments in specially supported territories



Support for:1. introduction of new products and technologies in production2. training of employees and attraction of highly qualified specialists to the company3. investments in specially supported territories

European Fund for Regional Development Partnership application

Suppliers

PackagingStorage

ProductionManufacturing


Improving Product Quality

& Safety


CustomerService






ProjectDevelopment

ProjectDevelopment

ProjectDevelopment

$

Development New products

Logistics

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The Seventh Framework Programme for research and technological development (FP7)

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Understanding FP7

The Seventh Framework Programme (FP7) bundles all research-related EU initiatives together under a common roof playing a crucial role in reaching the goals of growth, competitiveness and employment; along with a new Competitiveness and Innovation Framework Programme (CIP), Education and Training programmes, and Structural and Cohesion Funds for regional convergence and competitiveness. It is also a key pillar for the European Research Area (ERA).

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FP7 Budget, 50,5 Billion Euro (ex Euratom)

FP7 consists of four programs: Division of budget:

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FP7 – SP Cooperation – 10 themes

(million Euro) Health 6.100 Food, agriculture and fisheries, and biotechnology

9.135 Information and communication technologies 9.050 Nanotechnologies, materials and production 3.475 Energy 2.350 Environment 1.890 Transport

4.160 Socioeconomic research

623 Space 1.430 Security

1.400

Total 32.413

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FP7 – Type of projectsProject Types describe the nature of funding open to participants in FP7.

Collaborative Research Projects: Research projects carried out by consortia from different countries, aiming at the development of new knowledge, technology, products or common resources for research. Size and scope can vary.

Networks of Excellence: The main aim of a NoE is to integrate research at a European level. Thus, participants are paid on the basis of degree of integration achieved and the number of researchers actively participating in the network rather than research outputs.

Coordination and Support Actions: SA fund studies or other measures in support of the relevant Work Programme. Coordination Actions (CA) fund networking research that previously was primarily carried out at national level.

Individual projects: Projects carried out by individual research teams (mainly used in the ‘IDEAS’ programme).

Marie Curie Actions: Funding of research training and mobility of researchers via both individual as ‘host driven’ actions.

SME specific actions

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FP7 – max. reimbursement rates Reimbursement depends on the type of action and/or activity, and the type of the beneficiary:

Research and technological development: up to 50% of eligible costs, or up to 75% for:

- Non profit public bodies - Secondary and higher education establishments- Research organisations- SMEs- Security related research, for highly reliable capabilities with impact on security of European citizens and targeted to a limited number of public users

Demonstration: up to 50% Other including management: up to 100%

Actions that will be reimbursed up to 100%: Frontier research (IDEAS) Coordination and Support Actions (CSA) Training and career development of researchers (PEOPLE)

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Eureka Program (for R&D and innovation)

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Criteria for the Eureka Program

International Innovation Projects, a pan-Europeannetwork for market-oriented, industrial R&D

Goal of EUREKA:to raise the productivity and competitiveness of European industry and national economies through its ‘bottom-up’ approach to technological innovation.

The EUREKA Umbrellas are thematic networks which focus on a specific technology area or business sector.

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Eureka Program

CALLS OPEN

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Czech Republic

EU grant structure and funding programs

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Example Czech Budget 2007 - 2013

Eligible regions


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Czech Republic Grant Budget 2007-2013

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Example program overview Czech Republic 2009

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Poland

EU grant structure and funding programs

4646

Poland Grant Budget 2007 - 2013


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Support for complex development of

investment plots

Support for Industrial Parks

and centres for technological development etc.

Support for investor service centres

Investments projects up to 2,3 mln EUR

Warmińsko-Mazurskie

Podlaskie

Mazowieckie

Lubelskie

PodkarpackieMałopolskie

Śląskie

Świętokrzyskie

Łódzkie

Pomorskie*

Zachodniopomorskie

Kujawsko-pomorskie*

Wielkopolskie

Lubuskie

Dolnośląskie

Opolskie

- 9 regions

- 9 regions

- 1 region

- 16 regions

Prepared by the local self- governments Concern the needs of the regions

Support on basis of Regional Operational

Programmes

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Strategic objectives Operational Program Human Capital (ESF)

1. Improving the level of professional activity and ability to employing persons who are unemployed or professionally passive.

2. Reducing areas of social exclusion.3. Enhancing the adaptability of employees and enterprises

to changes that take place in the economy.4. Propagation of education in the society on each education level

with concurrent improvement of the quality of educational services and their stronger correlation with needs of knowledge based economy.

5. Enhancing the potential of public administration as regards development of law and policies and providing high quality services, and strengthening partnership mechanisms.

6. Enhancing territorial cohesion.

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Training & DevelopmentFinancial PlanPoland

Financial plan, 2007-2013 (euro)

Priority axis Community funding

National counterpart

Total funding

Employment and social integration

430 260 954 75 928 404 506 189 358

Adaptability of employees and enterprises, and a healthy workforce

661 310 120 116 701 786 778 011 906

High quality of education

855 300 828 150 935 440 1 006 236 268

Higher education and science

816 311 813 144 055 026 960 366 839

Good governance 519 225 980 91 628 114 610 854 094

Labour market open for all

1 918 389 821 338 539 380 2 256 929 201

Promotion of social integration

1 319 970 145 232 935 908 1 552 906 053

Regional human resources

1 350 207 670 238 271 942 1 588 479 612

Development of skills and competences in regions

1 447 911 629 255 513 817 1 703 425 446

Technical assistance

388 287 040 68 521 242 456 808 282

TOTAL 9 707 176 000 1 713 031 059 11 420 207 059

Grant percentage on average 50% of total costs

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Criteria Call for proposals ESF PolandSub-measure 2.1.1 consist of three kinds of projects:

Transregional projects: closed training (general and specialized)

- trainings in at least two provinces

- minimum project value: 0,1 mln euro (400.000 PLN)

- maximum project value: 4,6 mln euro (15.000.000 PLN)- trainings prepared on the basis of the company’s individual development strategies

Nationwide projects: open trainings (general and specialized)

- trainings for employees from at least 5 different provinces

- trainings are given in at least 5 provinces

- minimum project value: 0,1 mln euro (400.000 PLN)

- maximum project value: 6,2 mln euro (20.000.000 PLN)

Postgraduate studies: - minimum project value: 0,1 mln euro (400.000 PLN)

- maximum project value: 6,2 mln euro (20.000.000 PLN)

Grant percentage for large companies varies between 35% and 60 % of the total

project costs

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HungaryEU grant structure and funding programs

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Hungary Grant budget 2007-2013

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SlovakiaEU grant structure and funding programs

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Slovakia Grant Budget 2007-2013

grants & incentives eastern europe 2009

Business

global european references

active european projects

grants rumania

grants latvia

grants czech republic

grants netherlands abnamro

grants coordinator abnamro

address email