targeted call for standard projects n....

Targeted call for

standard projects

n. 07/2019

Main Features, Assessment,

Eligible expenditure

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VENEZIA, February 7th, 2019

LAUNCH of the Call

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Launch:January, 14th, 2019

Deadline: March, 15th, 2019 h. 12.00.59

Call, Application Package,

Supporting Documents

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❑ Annex I – Legal requirements for LP/PP

❑ Annex II – Assessment Manual

❑ Annex III – Manual on Eligibility of Expenditures

❑ Annex IV –Template Subsidy Contract

❑ Annex V – Template Partnership Agreement

❑ Annex VI – LP Statement (ITA and SLO)

❑ Annex VII – PP Statement (ITA and SLO)

❑ Annex VIII – On line AF (LINK)

❑ Annex IX – Template Delegation for data verification

❑ Annex X – Template Declaration for PP located outside Programme area

❑ Annex XI - Excel template - profit private partners financial capacity

❑ Guidelines for the on line application

❑ Template of Application Form

❑ Financial plan and Guidelines

❑ Complaint procedure

Geographical coverage

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Partnership minimum requirement is 1 partner per Member State, of

which at least 1 Italian partner from Venezia and 1 Slovene partner

from either Gorenjska or Obalno-kraška or Goriška.

5 Italian statistical

NUTS3 Regions

(Venice, Udine,

Pordenone, Gorizia

and Trieste)

5 Slovene statistical

NUTS3 Regions

(Primorsko-

notranjska,

Osrednjeslovenska,

Gorenjska, Obalno-

kraška and Goriška)

Main features of the Targeted

Call (1)

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FINANCIAL ALLOCATION AVAILABLE ONLY FOR AXIS 1, 3 AND 4

(AXIS 2 IS EXCLUDED BY THIS CALL)

Programme

PA

Programme

IP

Programme

SO

MAXIMUM ERDF

Allocation (€)

1 1b 1.1. 4.414.698,58

36d 3.2. 2.504.198,16

6f 3.3. 1.693.925,67

4 11 ECT 4.1. 3.133.136,51

TOTAL 11.745.958,92

Main features of the Targeted

Call (2)

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CALL TARGETED ONLY TO SPECIFIC PROGRAMME INDICATORS

IP ID Output Indicator

1b CO26 Number of enterprises cooperating with research institutions

6d

CO23Surface area of habitats supported in order to attain a better

conservation status

3.2.2 Cross-border pilot actions to support biodiversity

3.2.3 Participants to educational and divulgative events

6f3.3.1 Number of innovative green technologies tested and implemented

3.3.2 Number of enterprises applying new green innovation solutions

11

ECT

4.1.1 Cross-border agreement and protocols signed

4.1.2Joint solutions increasing integration, coherence, harmonization of

the Programme area governance

Target of the Call - Axis 1 (1)

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Addressed

output

indicator

Compulsory

minimum

requirement

Each project shall mandatory involve as project

partners at least two enterprises or a consortium

of enterprises composed of at least two

enterprises involved directly in project activities

cooperating with research institutions


1b CO26Number of enterprises cooperating with research

institutions

Ref. documents for the better understanding of the meaning of the indicator and

for the type of actions to be implemented are the Cooperation Programme (CP)

and its ANNEX IX.

Target of the Call - Axis 1 (2)

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IP Compulsory minimum requirement

1b

Each project shall contribute to the achievement of the OUTPUT indicator CO26 by involving as project partner

enterprises and/or consortium of enterprises, cooperating with research institutions.

The minimum requirement to be met is that each project shall mandatory involve as project partners at least two

enterprises or a consortium of enterprises composed of at least 2 enterprises directly involved in project activities.

At least n. 2

enterprises as

project partners

Individually means

they have to be PPs and

respect eligibility

criteria (A3, B2, B3, B6

and B7)

Aggregated means

they can be member of

an aggregation /

consortia

aggregation/consort

ia is the PPs and

has to respect all

eligible criteria

Consortia in

broadest sense: any

enterprises

networks and

aggregation

foreseen in legal

system in Italy (ATI,

RTI, Consorzio di

imprese, GEIE-EGIZ)

and Slovenia (GEIE-

EGIZ, GIZ).

e.g.: a consortium

with 10 enterprises,

of which 5 are

involved in project

activities, only 5

counted for

indicator

Annex A to the AF

Section A.4.1 to

be completed

with data related

to involved

enterprises when

consortia is PP

Directly involved in

project activities

Cooperating with

research institutions

Target of the Call - Axis 3 IP 6d

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Addressed

output

indicator

Compulsory

minimum

requirement

Each project shall mandatory contribute to the

achievement of at least two of the addressed indicators.

Indicator 3.2.3. is mandatory for all projects

Indicator 3.2.2. crosscutting to Indicator C023.

If pilot actions implemented on the Natura 2000 sites,

both C023 and 3.2.2. are valorized.



and its ANNEX IX.


6d

CO23

Surface area of habitats supported in order to attain a better

conservation status

3.2.2 Cross-border pilot actions to support biodiversity

3.2.3 Participants to educational and divulgative events

Indicator CO23 is

exclusively referred to

Natura 2000 sites

Target of the Call - Axis 3 IP 6f

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Addressed

output

indicator

Compulsory

minimum

requirement


achievement of both the addressed indicators



and its ANNEX IX.


6f3.3.1

Number of innovative green technologies tested and

implemented

3.3.2 Number of enterprises applying new green innovation solutions

Both indicators 3.3.1 and 3.3.2 refer

exclusively to improvement of water and

waste management

Target of the Call - Axis 4

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Addressed

output

indicator

Compulsory

minimum

requirement


achievement of at least one of the addressed

indicators



and its ANNEX IX.


11

ECT

4.1.1 Cross-border agreement and protocols signed

4.1.2Joint solutions increasing integration, coherence,

harmonization of the Programme area governance

Financial allocation, project

dimension and duration

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Programme

PA

Programme

IP

Programme

SO

MAXIMUM

ERDF

Allocation

(€)

Reccomended

MAXIMUM ERDF

project

dimension (€)

1 1b 1.1. 4.414.698,58 750.000,00

36d 3.2. 2.504.198,16 700.000,00

6f 3.3. 1.693.925,67 750.000,00

4 11 ECT 4.1. 3.133.136,51 750.000,00

TOTAL11.745.958,9

2

MAX project

duration

24 months

Who can apply (1)

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Type of applicants:

➢ LP/PP in programme area.

➢ PP outside the Programme area (limited to the territory of one of

the following NUTS2 regions: Veneto, Slovene Western and Eastern

Cohesion Regions).

➢ Associated partners (NO financial allocation).

Only actors located in the Programme area can act as Lead Partner.

Lead Partner can be both public or private body.

Recommended partnership size >>> max 6 PP (for the max. size are not counted partners outside programme area and associated)

ERDF financial allocation to each PP not lower than EUR 100.000,00

Who can apply (2)

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➢ Partners located outside the Programme area (NUTs2 Regions:

Veneto, Slovene Western and Eastern Cohesion Regions) are

eligible provided that:▪ they bring an added value for the implementation of the project

and are tightly linked to the project strategy;

▪ they are for the benefit of the Programme area;

▪ they are explicitly foreseen in the project proposal;

▪ the total amount of ERDF funds allocated under the Programme to

partners located outside the Programme area does not exceed 20 %

of ERDF, at project level;

▪ at the time of submission, the same PP shall submit the documents

requested by the call, i.e. besides the signature on Partnership

Agreement, its own Statement, a self-declaration for confirmation

on its legal status on the template published on the Programme

website.

How to apply

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Applicants must compulsary applicate on the Online Platform

LP must register

on the LoginFVG

(strong login)

Only LP shall

upload/submit the

complete

application on

behalf of the whole

partnership

What has to be submitted (1)

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The on line electronic application form

• Sections A, B, C to be completed directly in the online system

• Annex A (available in Section A of the on line system)

• Financial plan (excel available in Section A of the on line system)

• Annex B (available in Section B of the on line system)

Mandatory Annexes ref. Call – section 4.1

• Partnership Agreement

• LP Statement

• PP Statement

• Delegation for data verification

• A self-declaration for outside Programme area PPs

• Declaration on financial capacity (for private profit PP only)

• Documents related to the Infrastructural Investments/works

Annexes must be signed by the legal representative of the LP or PP,

digitally or manually

What to be submitted (2)

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WARNING!

If the following documents are not submitted or

are incomplete, the application shall be

considered ineligible without possibility of

integration:

➢ LP Statement (Annex VI)

➢ PP Statement (Annex VII)

➢ Partnership Agreement (Annex V)

What to be submitted (3)

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WARNING!

In the case of Infrastructural Investments and works, mandatory

documents are:

a) A report describing the investment;

b) The list of needed documents/authorizations;

c) The needed documents/authorizations (the investment must

be ready to go!).

In exceptional duly communicated cases of unavailability of all or

part of documents/authorizations at the time of submission, it

has to be presented at application the evidence of having

submitted the request to the issuing institution for the needed

authorization/permission etc.

Assessment and selection

procedure

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❑ Annex II – Assessment Manual

Administrativecheck(criteria A)

Eligibilityassessment(criteria B)

Qualityassessment(criteria C - D)

State aidassessment

• MC Decision (WP)• Publication of the list of

eligible/ineligibleproposals on website

• Notification of reasonsto the LPs of ineligibleproposals or with PP exclusion

Proposal to the MC of the provisionalranking lists per IP

Publication of the final ranking lists per each IP on the programme web site

Closure of the

targetedCall

15/03/2019

8

MONTHS

NEW

criterion

B9

Administrative check (A check)

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CRITERIA DESCRIPTION

A1 Timeframe The project proposal is submitted

in due time as set in the Call

A2 Completeness of

the AF

All mandatory sections of the AF

are filled in Italian and Slovene.

A3 Completeness of

the project

proposal

All mandatory annexes are

submitted and signed. Please refer

to the call - sections 4.1 and 4.2.

15/03/2019 – h.12:00:59

Documents shall be equally

understandable in both

languages, Italian and

Slovene.

The assessment shall be

made at the

State of the documents

For 1b

At least 2 enterprises or

consortium must fulfill criteria

A3, B2, B3, B6 and B7. If not,

the project is rejected.

As for IPs 6d, 6f and 11ETC, during A-B

check only the ticking of the indicators

requested as minimum requirement is

checked as knock-out criterion.

Afterwards, during quality assessment, the

real correspondence of project proposal

content to indicators will be carefully

checked

Eligibility assessment (B check)

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CRITERIA Outcome in case of negative response

B1 Minimum requirements for partnership

B2 LP and PP are eligible organizations

B3 LP and PP capacity

B4 Time limits are respected

B5 No evidence of double-financing

B6 The project fulfills the minimum/maximum requirements for budget

B7 Cofinancing is secured

B8 Cooperation criteria

B9 Contribution to fulfilment of indicators (compulsory requirements set

in the Call)

A-B check = knock-out criterion

NEW

Quality assessment

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Strategic criteria maximum

score

% on strategic

criteria overall %

Project context - Relevance and Strategy 14 20% 14%

Cooperation character 11 16% 11%

Project's contribution to Programme’s objectives,

expected results and outputs and to the content of

strategic themes required in section 5 of the call

33 47% 33%

Partnership relevance 12 17% 12%

Total score for strategic criteria 70 100% 70%

Operational criteria maximum

score

% on operational

criteria overall %

Management 5 25% 5%

Communication 3 15% 3%

Work Plan 8 40% 8%

Budget 4 20% 4%

Total score for operational criteria 20 100% 20%

Criteria per PA/SO maximum

score

% on per SO

criteria overall %

OVERALL 10 100% 10%

TOTAL OVERALL 100 100%

Minimum threshold : 65% of total score (65/100).

A project proposal can be:

• Approved to be financed;

• Approved but not

financed;

• Approved under

condition (for cases

under section 4.1., point

G. of the call);

• Approved under

condition of partial

financing;

• Rejected: if ineligible

under

administrative/eligibility

assessment or not

reaching threshold within

quality assessment

Complaints

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POSSIBILITY OF COMPLAINTS

Against what? Outcomes of the administrative and eligibility assessment

NOT Outcomes of the quality assessment

By whom? LP of ineligible project proposals or

LP where a PP has been excluded

NOT by single PP or someone else

To whom? Managing Authority

How? Italian LPs via e-mail (PEC) to [email protected]

Slovenian LPs via ordinary e-mail to [email protected]

Complaint must be submitted in Italian and Slovene

When? 15 calendar days from notification to LP

Compulsory

elements

• Name

• Acronim

• Reasons of complaints (factual, legal)

• ID and Signature

No additional documents needed

Who decides

on complaints

Complaint Panel (established by the MC) composed by 3 members: one

representative appointed by the ITA delegation, one appointed by the SLO

delegation and one representative of the MA.

mailto:[email protected]


1. EU Regulations:

• Reg.(EU) n. 1303/2013 General Regulation

• Reg. (EU) 1301/2013 Reg. FESR

• Reg.(EU) 1299/2013 Reg. on ECT

• EU Directives and new EU Reg. on public procurement

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Eligibility of expenditure

Legislative framework & hierarchy

2. Specific Programme Rules:

• Manual on Eligibility of Expenditures

• For State Aid: Programme Umbrella Block Exemption Scheme n. SA.47280 pursuant to Regulation (EU) n. 651/2014 (GBER)

• For Public procurement:

Programme thresholds: >250,00 € (up to national thresholds) compulsory for all beneficiaries request of at least 3 offers

3. National and regional rules

National rules on eligibility of expenditure

National public procurement!!!

http://www.google.it/url?url=http://www.csssport.com/&rct=j&frm=1&q=&esrc=s&sa=U&ved=0ahUKEwjOoaTp4JXNAhVJMBoKHeE-B7MQwW4IHDAD&sig2=QNXglb8HNIxqXoI5na8iBw&usg=AFQjCNF1006sJDrAOn8fhThEq1pebVv5mg

1. Staff costs;

2. Office and administrative expenditure;

3. Travel and accommodation costs;

4. External expertise and services costs;

5. Equipment expenditure;

6. Infrastructural Investments and works.

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Expenditure Categories

In kind contributions not eligible

(for any other NOT eligible expenditure please refer to the

Manual)

HOW:a) As a flat rate (simplification option)

b) On a real cost basis

WHO:

ONLY EMPLOYEES

• Permanent

• Temporary

(full or part-time)

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BL 1 - Staff costs

WHAT:• salary payments raising from the work contract

• Other costs directly linked to the salary (taxes, social contributions, pensions quota, extra salaries…) provided they are stable and cyclic

(no result awards or for achieving objectives)

No mix

No change

during

implementation

Three options:

1. 20% of eligible direct costs - staff and travel and accommodation both in the flat rate (no possible to report travel and accommodation)

2. 10% of eligible direct costs (travel and accommodation to be reported as a direct cost)

3. 15% of eligible direct costs for private beneficiaries (travel and accommodation to be reported as a direct cost)

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Staff costs on flat rate

Necessary to justify

the eligibility of

staff cost in the

project proposal

Additional activities

to institutional

scope

Art. 19 of Reg. (CE)

1299/2013

Direct costs for staff cost calculation on flat rate

basis

- Travel and Accommodation costs (except for 1st option: 20%)

- External expertise and services costs

- Equipment expenditure

- Infrastructural Investments and works

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Staff costs on flat rate

When Infrastructural

Investments and works

implemented through

public procurement

represent the essential part

of the project the flat rate

option is not possible but

only real costs method!

100% cost for staff whose activity is fully

dedicated to the project

NO TIMESHEET

(e.g. Temporary contract employment contract)

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Staff Costs on real basis

Quota of cost for staff working part-time on the project

a)fixed % of gross employment costs

• Expenditure calculated as a fixed % of working time dedicated to the project on monthly gross employment cost

• NO TIMESHEET• % of assignment to

be provided at the beginning of the project for staff with a steady work load on the project

b)flexible % of gross employment costs

• Expenditure calculated as flexible % of the gross employment cost (varying number of worked hours)

• TIMESHEET needed• Hourly cost

calculation needed (see next slide)

FOR ITALIAN BENEFICIARIES

Annual calculation: Latest documented annual gross

cost/1720 hours

(not necessarily related to the physical

person)

FOR SLOVENE BENEFICIARIES

Monthly gross salary/ n. working

hours as in nat. contract

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Staff Costs on real basis

Hourly cost calculation

for b) option

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BL 2 - Office and administrative

expenditure

Art. 68(1) lett. b of Reg. (CE) 1303/2013

Compulsory list of costs from Reg. 481/2014(office rent; insurances and taxes related to buildings and equipment; utilities; office supplies (except costs reported under equipment); general accountancy; maintenance, cleaning and repairs; security; IT Systems (except costs reported under equipment); communication (phone, fax, web, Internet); bank charges (including separate bank account if dedicated to the project); financial charges

Items included in the list cannot be reported under other BL

15% of staff costs

(calculated as flat

rate or real cost)

• Travel costs (eg. tickets,

travel insurance, fuel,

mileage reimbursement,

park, tolls);

• Meals & accommodation

• Visa costs

• Daily allowances

BL 3 - Travel and accommodation costs

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For associated PPs → travel

and meals reimbursed by a

“paying LP/PP” under BL4

(written agreement

between paying PP and

associated PP)

Principle of most

economic way of

transport to be

demonstrated in

reporting (e.g.

taxi or private

car)

Expenditure

outside

Programme

Area → For all

options,

included in AF

or authorized

by MA

For External

experts →T&A

reported under

BL4

if flat rate 20%

of staff is the

chosen option

no possible to

report T&A costs


All contracts not included in

staff costs

(consultants, occasionally

workers, Italian «assegni

ricerca» and «co.co.co»,

scholarships (as provided by

single national rules) and

their Travel and

accommodation costs)

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BL 4 - External expertise and services

costs

All services needed for

implementation of project

activities

(studies, research, events

organization, IT systems

specific for the project,

technical Assistance,

consumables goods)

Guarantees costs

provided by a bank

or other institution

if required by law

Agreements between

Public Bodies: to be

reported in BL 4 on real

costs basis, following the

rules applied for each BL

of the related

expenditure

In house contracts: ref.

EU Directive 2014/24 art.

12.1

To be assigned following

EU/ national rules

Reported in BL4 on real

costs basis, following the

rules applied for each BL

of the related expenditure

Agreements between

consortium as PP or

LP/member-enterprise

directly involved in

project activities

General rule: public

procurement



Purchase, rental, lease of equipment

(not foreseen as administrative cost)

Compulsory list of costs from Reg. 481/2014

(office equipment, IT hardware e software, furniture and fittings, laboratory

equipment, instruments and machinery, tools and devices, vehicles, other

specific equipment needed for the project).

Condition: maintenance of

properties and use for at least

5 years from final payment

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BL 5 - Equipment expenditure

If technical

equipment for

project objectives

achievement :

eligible 100%

If equipment for

project management

Pro quota

(depreciation

principle)

100% only if exclusive use for

project + depreciation shorter

than project duration

Items:

A. Purchase of land (no

more than 10% of

project budget)

B. Restoration and

recovery of buildings

C. Building Interventions

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BL 6 - Infrastructural Investments

and works

The beneficiary, public or private, must

own the real estate on which the

intervention is realized, except:

- If the property/land is owned by

public body: required a lease/rent or

concession for at least 5 years

duration after project end, meaning

last payment.

- If the property/land is private : the

beneficiary must own property rights

in rem to be maintained for at least 10

years after project end, meaning last

payment

The PROGRAMME allows this cost

category in addition to list of

Reg.(UE) 481/2014.


- Preparatory activities incurred between

01/07/2017 and date of project submission

- Paid within 3 months from call deadline and

reported in 1st reporting period.

- Limit: 20.000,00 €

- Eligible costs are: staff (not flat rate),

external expertise and services, travel and

accomodation

- No State Aid

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WP0 - Preparatory costs

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WP2 - Communication and information costs

➢ WP dedicated for

activity during the

whole project duration

➢ No costs for project

logos and website

➢ Visual identity

requirements

Guidelines

Contacts

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BEFORE SUBMITTING THE PROJECT PROPOSALRecommended consultation on project ideas with:Slovenian Info PointRepublic of SloveniaGovt. Office for Development and European Cohesion PolicyRegional Office ŠtanjelŠtanjel 1a, 6222 Štanjel, SlovenijaTel. (+386) 5 7318 533 E-mail: [email protected] Offices in Veneto RegionJoint Programming DepartmentEuropean Territorial Cooperation and Macro Strategies UnitTel. +39 041 279 1589 – 1585 - 1495Email: [email protected] Offices in FVG Autonomous RegionAutonomous Region Friuli Venezia GiuliaDirectorate Local Autonomies, Security, Immigration PoliciesEuropean Territorial Cooperation Office and State AidVia del Lavatoio 1 - 34132 Trieste, ItalyE-mail: [email protected]

Joint SecretariatVia del Lavatoio, 1I-34132 Trieste, Italytel.: +39 040 377 5993from Monday to Thursday from 9.30 to 13.00.At any time please write to:E-mail: [email protected]

A positiveconsultation

outcome does not imply a

positive administrative

check/eligibility

assessment outcome. nor

assure any success in the

chance for project

proposal to be financed

.

NEW





Thank you for the attention!

Grazie per l’attenzione!

Hvala za pozornost!

Targeted call for standard projects n.

07/2019

UDINE/VIDEM, 9.06.2016 INFODAY


CONTACTS

Segretariato Congiunto / Skupni Sekretariat

Via del lavatoio 1

I-34132 Trieste, Italia

Tel. +39 040 3775993

Romina Kocina

[email protected]

Aljosa Sosol

[email protected]

Claudia Ferluga

[email protected]

Michele Becia

[email protected]

Tanja Tomaselli

[email protected]

Chiara Vecchiato

Staff of the Managing Authority

[email protected]