EU Funding Opportunities EPR - Training Seminar

Transcription

1 EU Funding Opportunities EPR - Training Seminar 28 October 2014, Oslo, Norway Trainer: Kerstin Weertz EU WAREHOUSE BVBA (Brussels) eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.: , warehouse.be 1

2 EU Funding Opportunities EPR - Training Seminar The new architecture of the EU funding programmes Essentials of EU-funding programmes the big picture The operating system and rules for participation in the programmes What is in it for your organisation? eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.: , warehouse.be 2

3 Which instruments does the EU use? strategically complementary tools : Legislation (art. 13 & art. 138) Policy Co-ordination (Open Method of Co-ordination) European social dialogue European Social Fund Other financial tools directly managed by the Commission 3

4 STRUCTURE OF EU-RELATED FUNDING EU-Member States / EU-Third Countries Structural Funds EU-PROGRAMMES EFRD ESF Convergence, Regional Competitiveness and Employment European Territorial Cooperation EU-PROGRAMMES (ERASMUS+, EaSI, HORIZON etc..) SPECIFIC ACTIONS (e.g. BUDGET LINES, EUROPEAN YEARS...) TECHNICAL AID FOR THIRD COUNTRIES Financing instrument for development cooperation - DCI ( ), European Development Fund , European Neighbourhood Instrument (ENI), Horizontal Programmes (e.g. EIDHR) Detailed Information on EU-Budget: by Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

5 EU-competences EU competence in employment & social and other areas is limited EU mainly foster the enabling of change: support to the MS in meeting their commitments or converging towards EU objectives by e.g.: Transposing, monitoring & evaluating application EU legislation & policies Implementing & following-up EU objectives -> translation into national policies Promoting co-operation/coordination between MS and with civil society Mainstreaming + links with Structural Funds Encouraging policy ambitions and commitment Stronger links between EU & national, regional and local levels Active participation of all stakeholders Increasing comprehension & awareness + exchanges 5

6 Europe 2020: a European strategy for smart, sustainable and inclusive growth Three mutually reinforcing priorities: 1. Smart growth: developing an economy based on knowledge and innovation. 2. Sustainable growth: promoting a more resource efficient, greener and more competitive economy. 3. Inclusive growth: fostering a high-employment economy delivering social and territorial cohesion. The EU needs to define where it wants to be by To this end, the Commission proposes the following EU headline targets: 75 % of the population aged should be employed. 3% of the EU's GDP should be invested in R&D. The climate/energy targets should be reached. The share of early school leavers should be under 10% and at least 40% of the younger generation should have a tertiary degree. 20 million less people should be at risk of poverty. Link: Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

7 Europe 2020: a European strategy for smart, sustainable and inclusive growth Sieben Leitinitiativen: The Commission is putting forward seven flagship initiatives to catalyze progress under each priority theme: 1. "Innovation Union" to improve framework conditions and access to finance for research and innovation. 2. "Youth on the move" to enhance the performance of education systems and to facilitate the entry of young people to the labour market. 3. "A digital agenda or Europe" to speed up the roll-out of high-speed internet and reap the benefits of a digital single market for households and firms. 4. "Resource efficient Europe" to help decouple economic growth from the use of resources, support the shift towards a low carbon economy, increase the use of renewable energy sources, modernise our transport sector and promote energy efficiency. 5. "An industrial policy for the globalization era" 6. "An agenda for new skills and jobs" to modernise labour markets and empower people by developing their of skills throughout the lifecycle with a view to increase labour participation and better match labour supply and demand, including through labour mobility. 7. "European platform against poverty" to ensure social and territorial cohesion such that the benefits of growth and jobs are widely shared and people experiencing poverty and social exclusion are enabled to live in dignity and take an active part in society. These seven flagship initiatives will commit both the EU and the Member States. 7 Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

8 Funding: a tool/instrument to 1. Effective application of EU law 2. Shared understanding and ownership of EU objectives 3. Effective partnerships 4. Effective information sharing & learning 5. Promoting high-quality and participatory policy debate at EU & national levels 6. Greater capacity networks to promote and develop policies & objectives 7. Better integration of cross-cutting issues 8

9 ELIGIBLE PROJECT TYPES IN THE FRAMEWORK OF EU-FUNDING: transnational projects (national projects ) networks; operational funding; partnership framework contracts / «charter» mobility for individuals EU WAREHOUSE, 7 rue Kerckx, by B-1050 B EU WAREHOUSE, Brüssel, 7 rue Kerckx, eu-warehouse@skynet.be warehouse@skynet.be, B-1050 B Brüssel, Tel.:

10 EU Funding Opportunities EPR - Training Seminar So.. what is in it for your organisation? The importance of an informed go / no-go decision Hidden risks and pitfalls of project funding Exchange of exeriences in parallel working groups eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.:

11 EU Funding Opportunities EPR - Training Seminar The new articecture of the EU funding programmes Overview of relevant EU Funding Programmes Preparing for your succussful EU project proposal Lunch Practical exercise on proposal development Project implementation and project management eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.:

12 ERASMUS Brüssel, Tel.:

13 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

14 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

15 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

16 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

17 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

18 ERASMUS Brussels, E kerstin.weertz@skynet.be, Tel.:

19 EaSI Employment and Social Innovation The EU Programme for Employment and Social Innovation will underpin implementation of the Europe 2020 Strategy in the field of employment, social affairs and inclusion, supplementing the ESF by focusing on innovative projects with a Europe-wide dimension. EaSI s priority activities in will help the Member States to modernise their labour markets and social security systems and increase their rates of employment, in particular among young people. Other important tasks will involve supporting job creation, promoting a highly skilled workforce, encouraging adaptation to change and the anticipation of restructuring, enhancing geographical mobility and promoting social innovation. Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

20 EaSI Employment and Social Innovation EaSI brings together three EU programmes managed separately between 2007 and 2013: PROGRESS (Programme for Employment and Social Solidarity), which supported the development and coordination of EU policy for employment, social inclusion, social protection, working conditions, anti-discrimination and gender equality; EURES (European Employment Services), a cooperation network between the European Commission and the Public Employment Services of the Member States that encourages mobility amongst workers; PROGRESS Microfinance, which aims to increase the availability of microcredit to individuals for setting up or developing a small business. Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

21 EaSI Employment and Social Innovation EaSI objectives Strengthen ownership of EU objectives and coordination of action at EU and national levels in the areas of employment, social affairs and inclusion. Support the development of adequate social protection systems and labour market policies by promoting good governance, mutual learning and social innovation. Modernise EU legislation and ensure effective application of EU legislation. Promote geographical mobility and boost employment opportunities by developing an open labour market. Increase the availability and accessibility of microfinance for vulnerable groups and micro-enterprises, and increase access to finance for social enterprises. Brüssel, Tel.:

22 EaSI Employment and Social Innovation Total budget: , in current prices. Indicative allocation of funds: PROGRESS (61 %, from 15 % (including) to 20 % for social policy experimentation), MF/SE 21 %, and EURES 18 %. 919 million over seven years Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

23 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies PROGRESS is the EU s main instrument to promote policy reforms in employment and social policies. The programme aims to contribute to rolling out Europe 2020, including its headline targets, Integrated Guidelines and flagship initiatives. It will continue to support EU policies in three areas: promoting a high level of quality and sustainable employment; guaranteeing adequate and decent social protection and combating social exclusion and poverty; and improving working conditions. Funds are allocated as follows: employment, especially to fight youth unemployment: min. 20 %; social protection, social inclusion and the reduction and prevention of poverty: min. 50 %; working conditions: min. 10 %. 23 Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

24 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies Specific objectives PROGRESS will continue to develop and disseminate EU comparable analytical knowledge; support information-sharing, mutual learning and dialogue; financially assist the Member States and the other participating countries in developing their policies and in implementing EU law. The new programme will also provide financial support to non-governmental organisations, notably to promote social inclusion and poverty reduction. Brüssel, Tel.:

25 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies Social policy experimentation Increase support to test social and labour market policy innovations and experimentation, looking at methodology and finance; The support to social policy experimentation will aim to scale up social innovations that offer innovative responses to social needs at Member States level. Support the gathering of evidence on the feasibility of labour and social innovations that offer innovative policy responses to social needs, prior to being repeated on a larger scale, if the results prove convincing. Successful ideas may be pursued with financial support from the ESF and other sources. Example: 2012 / 17 pilots of this experimentation in 11 EU Member States. 25

26 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies Types of activities that can be supported through PROGRESS: Analytical activities (data/statistics; common indicators; studies; impact assessments) Mutual learning, Awareness & Dissemination (best practices & peer review; media campaigns and events) Support to main actors (support to key EU networks; working groups; training seminars; experts' networks; EU level observatories; exchange of personnel; cooperation with international institutions) Brüssel, Tel.:

27 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies Funding from PROGRESS is open to: EU Member States; EEA countries, in accordance with the EEA Agreement, and EFTA Member States; EU candidate countries and potential candidate countries. The types of organisation that can apply for funding are: national, regional and local authorities; employment services; specialist bodies provided for under EU law; the social partners; non-governmental organisations; higher education institutions and research institutes; experts in evaluation and in impact assessment; national statistical offices; the media. Brüssel, Tel.:

28 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies SOCIAL EXPERIMENTATION Call for proposals for social policy experimentations supporting social investments methodological aspects of the different phases of social policy innovations, policy reforms or policy adaptations; evaluation and dissemination; increased need to ensure quality of public spending while responding to citizens' needs and expectations; the impact, adequacy and effectiveness of social reforms should be tested before their generalisation. Brüssel, Tel.:

29 EaSI Employment and Social Innovation PROGRESS: Modernising employment and social policies Preparatory action Supporting the demand and supply side of the market for social enterprise finance The Preparatory Action is addressed to social enterprises in their early stages, and to social enterprises started or developed by young people that have the potential for realising innovative solutions with a clear social and environmental impact, scaling their innovative approach, or for transferring their approach for replication in particular to young entrepreneurs. Thus, the preparatory action will pave the way for a swift uptake of EU social finance instruments after 2014 (notably the EaSI instrument and financial instruments under the European Structural and Investment Funds) by the creation of a pipeline of demand of impact investment actors for partnerships with the EaSI instrument to share risk, improve capitalization, and build capacity, in particular from Member States with less developed impact investment markets; experimenting with different models to develop the supply and demand side of the social finance market, which will provide a sound basis for fine-tuning the capacity building component of the EaSI instrument to promote social entrepreneurship; learning from good practice in developing and enhancing social finance across the Union, through organized sharing and disseminating of expertise and experience, and through presenting practical examples that demonstrate how (public-private) partnerships can effectively boost the supply of social finance through investing in or complementing suitable financial products, as well as the demand through assisting social enterprises in getting investment ready. 29 Brüssel, Tel.:

30 EaSI Employment and Social Innovation PROGRESS Microfinance Specific objectives Increase access to, and the availability of, microfinance for vulnerable groups who want to set up or develop their business and micro-enterprises; Build up the institutional capacity of microcredit providers; Support the development of social enterprises, in particular by facilitating access to finance. Brüssel, Tel.:

31 EaSI Employment and Social Innovation PROGRESS Microfinance Specific objectives Increase access to, and the availability of, microfinance for vulnerable groups who want to set up or develop their business and micro-enterprises; Build up the institutional capacity of microcredit providers; Support the development of social enterprises, in particular by facilitating access to finance. New Elements Funding for capacity-building in microfinance institutions. Investments for developing and expanding social enterprises. Brüssel, Tel.:

32 EaSI Employment and Social Innovation PROGRESS Microfinance Who can participate? EU s Member States; EEA countries, in accordance with the EEA Agreement, and EFTA Member States; EU candidate countries and potential candidate countries; Organisations that can apply for funding are public and private bodies established at national, regional or local level and providing microfinance for persons and micro-enterprises and/or financing for social enterprises in the above-mentioned countries. Funding opportunities Microfinance will enable microcredit providers in the EU Member States and other participating countries in the programme to increase access to, and the availability of, microfinance to vulnerable persons who wish to start or develop their own microenterprise. It will not directly provide microloans to individuals. Social Enterprise will help social enterprises access finance via public and private bodies which provide loans and other financial instruments to social enterprises. It will not directly provide loans to social enterprises. Brüssel, Tel.:

33 Rights, Equality & Citizenship Programmes This programme shall contribute to the further development of an area where equality and the rights of persons, as enshrined in the Treaty, the Charter and international human rights conventions, are promoted and protected. Its nine specific objectives are to: 1. Promote non discrimination 2. Combat racism, xenophobia, homophobia and other forms of intolerance 3. Promote rights of persons with disabilities 4. Promote equality between women and men and gender mainstreaming 5. Prevent violence against children, young people, women and other groups at risk (Daphne) 6. Promote the rights of the child 7. Ensure the highest level of data protection 8. Promote the rights deriving from Union citizenship 9. Enforce consumer rights Previous Programmes Fundamental Rights and Citizenship Programme Daphne III Programme Progress Programme: Anti-discrimination and Gender Equality strands. 33 Brussels, E kerstin.weertz@skynet.be, Tel.:

34 Rights, Equality & Citizenship Programmes Types of actions funded Training activities (staff exchanges, workshops, development of training modules, ) Mutual learning, cooperation activities, exchange of good practices, peer reviews, development of ICT tools Awareness-raising activities, dissemination, conferences, Support for main actors (key European NGOs and networks, Member States' authorities implementing Union law, ) Analytical activities (studies, data collection, development of common methodologies, indicators, surveys, preparation of guides ) Participating countries All Member States together with Iceland and Liechtenstein. Brussels, E kerstin.weertz@skynet.be, Tel.:

35 Rights, Equality & Citizenship Programmes Promote non discrimination to promote the effective implementation of the principle of nondiscrimination on the grounds of sex, racial or ethnic origin, religion or belief, disability, age or sexual orientation.. Promote rights of persons with disabilities The objective of the EU model disability card (proposed working title "InclEUsive card") is to facilitate cross-border travelling in the EU of persons with disabilities. Such a scheme of mutual recognition of the disability status would be based on a single European card for persons with disabilities. Prevent violence against children, young people, women and other groups at risk (Daphne) specific support programmes to empower in particular the most vulnerable victims, such as persons with disabilities, migrants, Roma, persons belonging to ethnic minorities, LGBTI and elderly women, children in alternative care and street children Brussels, E kerstin.weertz@skynet.be, Tel.:

36 HORIZON 2020 Excellent Science European Research Council Future and Emerging Technologies Marie Skłodowska-Curie actions European Research Infrastructures, including e-infrastructures Industrial Leadership Leadership in Enabling and Industrial Technologies Information and Communication Technologies Nanotechnologies, Advanced Materials, Advanced Manufacturing and Processing, and Biotechn Space Access to risk finance Innovation in SMEs Fast Track to Innovation Pilot ( ) Brussels, E kerstin.weertz@skynet.be, Tel.:

37 HORIZON 2020 Societal Challenges Health, Demographic Change and Wellbeing Food Security, Sustainable Agriculture and Forestry, Marine, Maritime and Inland Water Research & B Secure, Clean and Efficient Energy Smart, Green and Integrated Transport Climate Action, Environment, Resource Efficiency and Raw Materials Europe in a changing world - Inclusive, innovative and reflective societies Secure societies Protecting freedom and security of Europe and its citizens Health, Demographic Change and Wellbeing - e.g. - open calls: PERSONALISING HEALTH AND CARE: PERSONALISING HEALTH AND CARE: HEALTH CO-ORDINATION ACTIVITIES: Spreading Excellence and Widening Participation Science with and for Society European Institute of Innovation and Technology (EIT) Euratom Brussels, E kerstin.weertz@skynet.be, Tel.:

38 Third Health Programme The programme has 4 overarching objectives. It seeks to: Promote health, prevent diseases and foster supportive environments for healthy lifestyles taking into account the 'health in all policies' principle, Protect Union citizens from serious cross-border health threats, Contribute to innovative, efficient and sustainable health systems, Facilitate access to better and safer healthcare for Union citizens. There are various funding possibilities under the EU Health Programme, these include : grants for action (projects) operating grants for organisations or specialised networks joint actions by the Community and Member States tendering of actions to achieve a Programme objective Projects 2014: Facilitation of sharing of best practices in the field of nutrition and physical activity; Improvement of HIV and co-infection prevention; Improvement of the situation of people with dementia; Response to highly dangerous and emerging pathogens in the EU; Improved coordination and resource sharing for medical devices; Support to ehealth Network; support to an EU wide rare diseases information database; and Strengthening the Member States capacity of monitoring and control in the field of blood transfusion and tissue and cell transplantation. 38 Brussels, E kerstin.weertz@skynet.be, Tel.:

39 COSME Other relevant EU programmes EU programme for the Competitiveness of Enterprises and SME Active and Assisted Living Programme New calls will have a more challenge-led approach. This new approach enables innovative solutions to be openly identified in response to and seeing the societal and economic challenges as drivers of innovation. ESF (national level) Brussels, E kerstin.weertz@skynet.be, Tel.:

40 EU Funding Opportunities EPR - Training Seminar The new articecture of the EU funding programmes Overview of relevant EU Funding Programmes Preparing for your succussful EU project proposal Lunch Practical exercise on proposal development Project implementation and project management eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.: , 40

41 eu warehouse Education, Youth, Culture, Citizenship ERASMUS+ Employment & Social Affairs EaSI Div. Budget Lines EU-Funding programmes with relevance for the epr-network Europ. Years Home Affairs, Justice AMIF JUSTICE Rights, Equality&Citizenship... INFORMATION- SOCIETY HORIZON HEALTH / RESEARCH Health HORIZON AAL 41 by Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.:

42 TENDENCIES AND DEVELOPMENTS POLITICAL STRATEGIES STAKEHOLDER / PARTNERSHIP APPROACH FRAMEWORK PROGRAMMES LESS, BUT BIGGER PROJECTS FUNDED FUNDING SCHEMES (e.g. UNIT COSTS in Erasmus+) DECENTRALISATION INTERNATIONALISATION MARKET RELEVANCE OF THE RESULTS MOBILITY 42 by EU EU WAREHOUSE, 7 rue 7 rue Kerckx, B-1050 B B-1050 B Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.: Tel.:

43 RESPONSIBLE BODIES FOR FUNDING EUROPEAN COMMISSION EXECUTIVE AGENCIES NATIONAL AGENCIES by EU EU WAREHOUSE, 7 rue 7 rue Kerckx, B-1050 B B-1050 B Brüssel, eu-warehouse@skynet.be warehouse@skynet.be, Tel.: Tel.:

44 ELIGIBLE ORGANISATIONS Public employment services and their agencies Local and regional authorities Specialised bodies provided for under Community law Social partners NGOs, in particular those organised at European level Higher education institutions and research institutes Experts in evaluation National statistical offices Media Brüssel, Tel.:

45 WHICH PARTNER? HOW MANY? CRITERIA? WHERE TO FIND THEM MAINTENANCE ISSUES CONSORTIA AND PARTNERSHIP ISSUES by Brüssel, Tel.:

46 GENERAL SELECTION CRITERIA I Brussels, E kerstin.weertz@skynet.be, Tel.:

47 GENERAL SELECTION CRITERIA II 3) European Added Value - what is the added value? - do the expected results guarantee more data and information? - is this project set up in an area which is uncovered by other EU projects up to now? - does the geographical covering of the project seem reasonable considering the best-practice-transfer? - does this project give possibilities to the partners to get information on the professional discussion in other countries? - does this project give possibilities to the partners to learn from the experiences of the others? - does this project allow to develop a comprehensive understanding (trans-national and inter-sectors) of the problems? Brussels, E kerstin.weertz@skynet.be, Tel.:

48 GENERAL SELECTION CRITERIA III 4) Transnationality - do the geographical spread make sense? - is there a grouping of different disciplines or is the partnership based on the same actors from the different countries? - Are the most important actors involved? - is there a realistic allocation of the responsibilities based on the cultural and political background of the EU countries? - does the task sharing need a high degree of co-ordination? - does the co-ordination exceed the content? 5) Budget Plan - allocation between personnel cost and fees/ travelling cost/ project cost? - does the allocation reflect this distribution? 6) Co-financing -do you apply for the full percentage? - own budget? 7) Other - how is the...mainstreaming considered? - is I&C-Technology involved? Brussels, E kerstin.weertz@skynet.be, Tel.:

49 EU Funding Opportunities EPR - Training Seminar The new articecture of the EU funding programmes Overview of relevant EU Funding Programmes Preparing for your succussful EU project proposal Lunch Practical exercise on proposal development Project implementation and project management eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.: , 49

50 EU Funding Opportunities EPR - Training Seminar T he new articecture of the EU funding programmes Overview of relevant EU Funding Programmes Preparing for your succussful EU project proposal Lunch Practical exercise on proposal development Project implementation and project management eu warehouse 7 rue Kerckx, B-1050 B Brüssel, kerstin.weertz@skynet.be Tel.: