Transcript Financial possibilities in regional policy for the

Financial possibilities in
regional policy for the
restoration of the cultural
heritage for 2007-2013
Marc Botman
DG regional policy
Head of unit for Slovenia
[email protected]
European Commission
Regional Policy
Ptuj, 26 Septembre 2008
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European Commission
Regional Policy
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Innovation
Centers
of
change
Entrepreneurship
Cities
Jobs
Businesses
European Commission
Regional Policy
Business
Growth
High
Education
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Cities attractiveness
environment
accessibility
mobility
services & amenities
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Regional Policy
culture
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Cities difficulties
Crime rate
Waste
&
water
Maintenance
Transport
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Regional Policy
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The urban question
 Urban policy is not a Community competence defined in EU
treaties. It is a local responsability.
 Urban development appears as essential in regional
development to implement the Lisbon strategy
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Regional Policy
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Structural Funds, Instruments and Objectives
2007 – 2013 (346 €bn)
Objectives
Funds & Instruments
Convergence (81.5%)
ERDF
ESF
Regional competitivity & Employment
(16%)
ERDF
ESF
Territorial cooperation (2.5%)
ERDF
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Regional Policy
Cohesion
Funds
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The key principles of the cohesion policy
multi-annual
programming
Additionality
partnership
Shared
management
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Regional Policy
subsidiarity: the management
of these funds falls within the
responsibility of the Member
States
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The Community Strategic Guidelines
Priorities
• improving the attractiveness of Member States, regions and cities by
improving accessibility, ensuring adequate quality and level of
services, and preserving the environment;
• encouraging innovation, entrepreneurship and the growth of the
knowledge economy by promoting research and innovation capacities,
including new information and communication technologies; and
• creating more and better jobs by attracting more people into employment
or entrepreneurial activity, improving adaptability of workers and
enterprises and increasing investment in human capital.
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Which instruments to use?
• ERDF (European Regional Development Funds)
• Convergence (regions with GDP below 75% of the Community average)
• Competitiveness and employment (other regions)
• territorial cooperation (cross-border, transnational and interregional cooperation)
• Cohesion funds (environment and transport)
• ESF (European Social Funds) (social inclusion)
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Regional Policy
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The Instruments : ERDF - Convergence
Reg 1080/2006 Article 4.7
 investments in culture, including protection, promotion and preservation of cultural
heritage; development of cultural infrastructure in support of socio-economic development,
sustainable tourism and improved regional attractiveness; aid to improve the supply of
cultural services through new higher added-value services
 Transport, including integrated strategies for clean transport
 Health and social infrastructure
 Must be foreseen in operational program
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Regional Policy
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The Instruments : ERDF - Competitiveness and
employment
Reg 1080/2006 Article 5.2 (d,f)
Sustainable development strategies, while promoting employment primarily for environment
and risk prevention, and in particular:
 promoting clean and sustainable public transport, particularly in urban areas
 protection and enhancement of the natural and cultural heritage in support of
socio-economic development and the promotion of natural and cultural assets as
potential for the development of sustainable tourism
 Must be foreseen in operational program
 Often linked to integrated urban development programmes (IUDP) in deprived areas
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Regional Policy
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The Instruments : ERDF - Sustainable urban development
Reg 1080/2006 Article 8
The development of participative, integrated and sustainable strategies to tackle the high
concentration of economic, environmental and social problems affecting urban areas:
 strengthening economic growth, the rehabilitation of the physical environment,
brownfield redevelopment, the preservation and development of natural and
cultural heritage, the promotion of entrepreneurship, local employment and
community development, and the provision of services to the population taking account
of changing demographic structures
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Regional Policy
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The Instruments : ERDF - territorial cooperation
Reg 1080/2006 Article 6.1 (a,b), 6.2 (d) & 6.3 (b)
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The development of cross-border economic, social and environmental activities through joint strategies for
sustainable territorial development:
 by encouraging entrepreneurship, in particular the development of SMEs, tourism, culture, and crossborder trade
 by encouraging and improving the joint protection and management of natural and cultural
resources, as well as the prevention of natural and technological risks
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The establishment and development of transnational cooperation, including bilateral cooperation between
maritime regions not covered under point 1, through the financing of networks and of actions conducive to
integrated territorial development, concentrating primarily on the following priority areas
 creation and improvement of urban networks and urban-rural links; strategies to tackle common
urban-rural issues; preservation and promotion of the cultural heritage, and the strategic
integration of development zones on a transnational basis
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The reinforcement of the effectiveness of regional policy by promoting exchanges of experience
concerning the identification, transfer and dissemination of best practice
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Regional Policy
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The Instruments : ERDF - territorial cooperation
Exchanges of experience on sustainable urban development
(www.urbact.eu)
Support cooperation between regional and local authorities throughout Europe in
order to facilitate the exchange of experience and best practices. The programme
focuses on the themes of innovation and the knowledge economy, the
environment and risk (www.interreg4c.net)
The European Spatial Planning Observation Network which devise tools in support of policy
development and provides a scientific platform for parties involved in research into
territorial development (www.espon.eu)
provides expertise for the management of the territorial cooperation programmes to
promote more effective implementation of the programmes (http://www.interact-eu.net)
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Regional Policy
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The Networks: URBACT II
• URBACT is a European Programme which aims to foster the exchange of
experience among European cities and the capitalisation-dissemination of
knowledge on all issues related to sustainable urban development.
• A major instrument of territorial cooperation
• Open to All towns and cities
• Scope:
 Sustainable urban development about Urban planning, housing, clean energy,
new technologies, public transports
 Social integration: immigration, youths, health, security, culture
 Environment: pollution, waste, air, water, recycling
 Governance: participation, territorial governance
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Regional Policy
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URBACT II: the
herO project
Title: HerO - Heritage as Opportunity
Sustainable Management Strategies for
Vital Historic Urban Landscapes
Issues addressed: Facing the various challenges of historic
European cities of different size and structure, the HerO Network
aims to develop integrated management strategies as well as
innovative good practice methods, instruments, policies and action
plans to facilitate the right balance between preserving the
cultural heritage of historic urban landscapes as element of
identity and integral part of European history and enabling a
sustainable, future-proof urban development to maintain and to
strengthen the attractiveness and competitiveness of the historic
urban landscapes (balancing the different demands of "users"
and cultural heritage protection – local economy, citizens,
tourists, property owners, UNESCO, conservators, etc.).
Partners:
 Regensburg, Germany
 Graz, Austria
 Naples, Italy
 Vilnius, Lithuania
 Sighisoara, Romania
 Liverpool, Great Britain
 Lublin, Poland
 Poitiers, France
 Valencia, Spain
 Valletta, Malta
http://urbact.eu/thematic-poles/sustainable-urban-development/thematic-networks/hero/presentation.html
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Regional Policy
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How much funds in OP for Urban projects?
The operational programmes 2007-13 plan the following expenditures:
Urban actions €109bn
Urban transport €1.8bn
Promotion of clean urban transport under Environmental protection and risk prevention
€6.2bn
Tourism €6.4bn inc. €1.4bn for the Protection and
development of natural heritage
€6bn, inc.
€2.9bn for the Protection and preservation of the cultural heritage
€2.2bn for the Development of cultural infrastructure
€0.8bn for the Assistance to improve cultural services
Culture
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Regional Policy
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€2.9bn Funds for Protection and preservation of the
cultural heritage
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Bulgaria
Belgium
Czech republic
Denmark
Germany
Estonia
Greece
Spain
France
Italy
Latvia
Lithuania
€60m
€10m
€328m
€6m
€143m
€12m
€284m
€271m
€31m
€379m
€21m
€66m
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Regional Policy
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Hungary
€163m
Malta
€28m
Netherlands
€8m
Poland
€386m
Portugal
€159m
Romania
€200m
Slovenia
€41m
Lovakia
€116m
Finland
€4m
Sweden
€7m
United Kingdom
€3m
cross-border cooperation €191m
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Some examples
Waterford, UK
restoration, marina
Ilot des Récollets, Marseille
demolition and restoration
Völklingen, Germany
its blowing-engine plant
Tuscany, Italy
world-renowned cluster of
researchers and businesses
Badajoz, Spain and
its Plaza Alta and
Arabic Citadel
Turin, Italy
XVII century farmhouse
Ballymun, Ireland
Arts and Community Centre
Cosenza, Italy
Children's Town
Malaga, Spain
renovation of historical city,
tunnel, walkways
Bragança, Portugal
city centre by-pass
old town restoration
Visit: http://ec.europa.eu/regional_policy
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Regional Policy
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The Instruments : Cohesion funds
Reg 1084/2006 Article 2.1 (b)
Assistance from the Fund shall be given to actions in the following areas:
 The environment within the priorities assigned to the Community environmental protection
policy under the policy and action programme on the environment.
 In the transport sector, rail, river and sea transport, intermodal transport systems and their
interoperability, management of road, sea and air traffic, clean urban transport and
public transport.
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Regional Policy
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The Instruments : ESF - European Social Fund
Reg 1081/2006 Article 4.2
 Consistency and concentration of support: Within operational programmes, resources shall
be directed towards the most important needs and focus on those policy areas where ESF
support can have a significant effect in attaining the objectives of the programme. To
maximise the efficiency of ESF support, operational programmes shall, where appropriate,
take particular account of the regions and localities facing the most serious problems, such
as deprived urban and outermost regions, declining rural and fisheries-dependent
areas, and areas particularly adversely affected by business relocations
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Regional Policy
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Financial Engineering
 Objective: promote public-private partenariat (ppp)
Three New instruments:
 JASPERS
(Joint Assistance in Supporting Projects in European Regions)
- to assist Member States in the implementation of cohesion policy (with EIB, EBRD, KfW)
 JEREMIE (Joint European resources for Micro and Medium
- to improve access of PME to finances (with BEI fund management)
Enterprises)
 JESSICA (Joint European Support for Sustainable Investment in City Areas)
- to provide funding for urban regeneration through loans and grants (with EIB and
private operators)
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Regional Policy
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Financial Engineering: JESSICA
Joint European Support for Sustainable Investment
in City Areas
 A new policy initiative of the European Commission supported
by the European Investment Bank (EIB)
 To support investment in sustainable urban development and to
provide new opportunities to Managing Authorities responsible
for cohesion policy
visit: www.jessica.europa.eu
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Regional Policy
Ptuj, 26 Septembre 2008
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Financial Engineering: JESSICA
• Use some of Structural Fund allocations to invest in Urban
Development Funds (UDFs) to accelerate investment in urban
areas
• The initiative is also expected to contribute financial and
managerial expertise from specialist institutions such as the EIB,
the CEB and other IFIs and to create stronger incentives for
successful implementation by beneficiaries, by combining
grants with loans and other financial tools. Long-term
sustainability will be reinforced through the revolving character
of the ERDF (and ESF, where eligible) contribution to funds
specialising in investing for urban development
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Regional Policy
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JESSICA in operation
Operational
Programme
Funding
agreements
Route 2
Route 1
Holding Fund for Urban Investment
(EIB or other Financial Institution)
Contributions to the holding fund from
OP, Urban Authority, EIB, IFIs, etc.
Funding agreements
Urban Development Funds
Member States, regions, municipal enterprises, banks, investors, etc.
PROJECTS for sustainable urban development
Participations in PPPs, equity, loans, guarantees
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Regional Policy
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Ready made
tool
Added value
of
JESSICA
Simplification
&
Efficiency
Eligible
ERDF
Professional
management
Sustainable
financing
scheme
Innovation
PPP
lower public
debt
Key players
partnership
Funds
recycling
Pooling
of
ressource
Sustainability
&
leverage
Flexibility
More
loan capital
More
contributors
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Regional Policy
Mix
of
equity, loan, guarantee
Grants
from
OP
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Bristol Accord on
Sustainable
European Cities
(December 2005)
Full report here: http://www.communities.gov.uk/documents/citiesandregions/pdf/143108.pdf
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Regional Policy
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LEIPZIG CHARTER on Sustainable European Cities
The "LEIPZIG CHARTER on Sustainable European Cities"
is a document of the Member States , which has been
drawn up with the broad and transparent participation of
European Stakeholders. In the knowledge of the
challenges and opportunities as well as the different
historical, economical, social and environmental
backgrounds of European cities, the Member States'
Ministers responsible for Urban Development agree upon
common principles and strategies for urban development
policy.
(24th May 2007)
Visit at http://www.eu2007.de/en/News/download_docs/Mai/0524-AN/070LeipzigCharta.pdf
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Regional Policy
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Urban Development plans: the need for an integrated
approach
Governance and citizens participation
Sharing of experience
Public – Private partenariat
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What should Cities do?
European
Cohesion Policy
Heritage resources
Cultural amenities
Environmental quality
Transport is a key element
key partners should all be mobilised
Cities should have a long term, consistent plan
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Regional Policy
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European Commission
Regional Policy
thank you
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