Transcript Document
How to bring Interreg, Phare and Tacis funding together?
Interreg IIIB Tacis Phare
Interreg IIIB programme (2001 – 2006):
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deadline for submission: 1st Oct. 2002
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base for Interreg IIIB projects: Community Initiative Programme – CIP
strategy of the porgramme, eligible actions, priorities and measures
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eligible areas: Denmark, Finland, Sweden, New German Länder, Norway
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Poland & Baltic States: joint Phare projects
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Russia: joint Tacis projects
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project duration: max. 3 years
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project size: between 500.000 – 2 MEUR ERDF (envisaged) funding Interreg IIIB projects
CIP priorities and measures
Priority 1: Promotion of spatial development approaches and actions for specific territories and sectors
• Measure 1.1: Supporting joint strategies and implementation actions for macro-regions •
Measure 1.2: Promoting sustainable spatial development of specific sectors
tourism sector!
• Measure 1.3: Strengthening integrated development of coastal zones, islands and other specific areas
Finances for measure 1.2: total costs: 10,949 EUR
(all projects, complete period until 2006 …)
Interreg IIIB projects
CIP priorities and measures
Priority 2: Promotion of territorial structures supporting sustainable BSR development
• Measure 2.1: Promoting balanced polycentric settlement structures • Measure 2.2: Creating sustainable communication links for improved spatial integration •
Measure 2.3: Enhancing good management of cultural and natural heritage and of natural resources
Priority 3: Transnational promotion of institution strengthening the capacity for spatial development activities building, Finances for measure 2.3: total costs: 18,250 EUR
(all projects, complete period until 2006 …)
Interreg IIIB projects
Partnership
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partners from at least 3 countries , of which 2 at least are financial contributors, 1 at least from a member state
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integrated projects: Tacis and Phare projects (joint projects to Interreg IIIB) must be applied for and reported separately according to the respective programmes!
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lead partner : responsible for project management and implementation (from EU member state or Norway)
financial liability!
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Norwegian partners: involved on equal terms as EU partners (same reporting & monitoring)
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Co-financing statement : statement of financial contribution per partner (in cash and in kind)
non-EU
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Letter of commitment : all partners that do not contribute financially Interreg IIIB projects
Project coordination / administration
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lead partner principle: responsibility for entire project and all partners, ONE project budget only
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project should appoint one coordinator responsible for overall activities of the project / administration
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project should appoint one financial manager responsible for:
• accounts, • internal handling of national co-financing and ERDF funds • 6 months budget follow-ups
Interreg IIIB projects
Finances / administration
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ERDF co-financing rates:
50% co-financing of total costs
Partners from objective 1 areas: up to 75%
National co-financing: from public authorities at national, regional, sub regional and local level, foundations, NGO’s, non-profit-making organisations
Public-like money: organisations if: co-financing from semi-public and private non-profit
The project lead partner is a public authority The semi-public and private non-profit organisations should support the cooperation
e.g. non profit local and regional development agencies, non-profit enterprises / organisations dealing with local and regional development, tourism, culture etc.
Private money: cannot generate funding, but are not excluded from financial contribution Interreg IIIB projects
Joint Phare projects
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Phare Small Project Fund (SPF): supports small-scale co-operation projects in the Baltic Sea Region: Estonia, Latvia, Lithuania and Poland
to help the border regions to overcome specific development problems to support the establishment and development of co-operative networks within the Baltic Sea Region.
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Priority sectors (SPF 2000): Economic Development Local Democracy Training and Employment Cultural exchanges Planning and development studies Environment Tourism Health Social affairs Information and communication Joint Phare projects
Phare Small Project Fund
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Only non-profit local organisations can receive funding
(e.g. Municipalities, local and regional authorities, NGOs, associations) •
number of partners: minimum 2 including 1 foreign eligible partner from the Baltic Sea Region (Denmark, Estonia, Finland, Germany, Latvia, Lithuania, Poland, Sweden)
then further partners bordering regions (Russia, Belarus, Norway)
may join from not funded by Phare but by Tacis or Interreg!
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Maximum project duration: 18 months. Amount of funding: total of 1 million euro per country per call Minimum grant size - 20.000 EUR Maximum grant size- 50.000 EUR 20% local co-financing is required (in kind or in cash).
Joint Phare projects
Phare Small Project Fund
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deadline for submission of applications: should be announced in the second half of 2002
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SPF finances technical assistance or 'soft' projects type of eligible activities:
• • Documentation, publications,
information provision and dissemination
• Events, publicity,
fairs, promotion, exhibitions
, camps
Meetings, conferences, seminars
, training •
Study visits
, distance learning, exchanges and secondment
training
• Studies, research programmes,
strategies, planning, analysis, audits
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Provision of expertise or specialised equipment
• Construction of
small-scale infrastructure
(environment sector and tourism) • • Establishment and
development of networks, partnerships
, links, databases
Technology and know-how transfer, pilot actions
, joint follow-up activities
Project preparation, feasibility studies for investment projects
for possible financing from Phare CBC 2001 and 2002 grants
Joint Phare projects
Joint Tacis projects
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Tacis Small Project Fund (SPF): offers scope for regional and local authorities to participate directly in cross-border cooperation (small scale co-operation projects in the Baltic Sea Region)
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Project partners: Local and regional authorities, association of local/regional authorities, and Institutions closely linked to the local/regional authorities (Regional Development Agencies)
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Sectors of interest: Administrative reforms Local Economic economic unemployment, Social Affairs Development: planning, tourism rural diversification SME-support strategies, and strategies Environment and Energy Efficiency development, for tackling Joint Tacis projects
Tacis Small Project Fund
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Eligible regions: St.Petersburg, Leningrad Oblast, Pskov Oblast, Murmansk Oblast, Arkhangelsk Oblast, Kaliningrad Oblast, Arkhangelsk Oblast in exceptional cases.
Belarus Republic of Karelia.
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Eligible partners: Projects Projects between Russia and EU between Russia and CEEC additional EU partners Projects with Belarus must share a land or maritime border.
must share a border can be from all of EU territory.
have to involve one bordering country from CEEC Size of grant: EUR 100.000 - 200.000
Duration of project: 12-18 months Deadline for applications: next call is expected in March 2003 Joint Tacis projects
Tacis Small Project Fund
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Eligible activities: Training, study visits establishment of best practices and procedures system analyses and transfer of knowledge establishment of advisory and development functions work placements sectoral/regional studies environmental management thematic information seminars, fairs and exhibitions development of info material human and institutional capacity building.
Joint Tacis projects
How to bring all this together?
Practical steps: 1.
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Project idea / partner search (according to programme and eligibility) Planning of objectives / milestones / activities for each project (according to Interreg, Phare & Tacis priorities) -> plan local activities & trans-national cooperation activities Meeting of all partners / discussions of time schedule, goals, activities, planning of application preparation according to deadlines Adaptation of planned activities to EU programmes priorities Budgeting of project activities per partner (according to EU rules
different budgets for different programmes demanded! Check eligibility of costs and actions!) Compilation of project budgets for:
Tacis project
Phare project
Interreg IIIB project Interreg IIIB projects Joint Phare projects Joint Tacis projects
How to bring all this together?
Note: It is possible that an Interreg IIIB partner even co-finances the joint Phare and Tacis projects.
On the other hand it is not a must for linking the Phare or Tacis application to Interreg!
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Start preparation of applications in due time (advise: already before the call for submission opens)
only 1 month time to deliver all documents!
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Depending on different dates for call for submissions:
Submission of Interreg IIIB application Submission of Phare SPF application Submission of Tacis SPF application 9.
Approval of projects at different times approved, other joint projects join later!
start project work as soon as Interreg IIIB projects Joint Phare projects Joint Tacis projects
How to bring all this together?
What to submit when applying for Interreg IIIB:
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Filled Application form including detailed description of milestones in different work packages (max. 5 work packages) Details of ALL partners (address, responsible person, tel …) Overall budget (for all Interreg partners) divided into Work Packages and years Detailed specification of investment and other costs Letters of commitments and co-financing statements from ALL partners (originals, signed and stamped by an authorised person) If already known: contribution from Phare and Tacis partners Interreg IIIB projects Joint Phare projects Joint Tacis projects
How to bring all this together?
What to submit when applying for Phare / Tacis:
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Filled Application form including: Detailed description packages …) of all activities planned (more Detailed Action plan (activity / location / implementation) than management … (experiences with similar projects and themes) work Detailed description of the applicant, resources & capacities for project Information about other grants etc. obtained from the EU in the last 3 years Description of all partners Original Partnership Statements from to link both projects together) all partners (Note: it is enough if one partner from the Interreg IIIB project signs a partnership statement Interreg IIIB projects Joint Phare projects Joint Tacis projects
How to bring all this together?
What to submit when applying for Phare / Tacis:
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Very detailed budget according to given format The statutes or articles of associations of the applicant The statutes or articles of associations or certificates of legal status certificate of registration of tax payer of each of the partners and Most recent annual reports and accounts of the applicant CV’s of applicant’s and partner’s staff involved in the project Interreg IIIB projects Joint Phare projects Joint Tacis projects
Practical project work
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Local and international activities according to time schedules (Interreg: up to 3 years; Phare /Tacis: 12-18 months) If one of the joint projects has expired earlier:
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This partner can be included with the status as “observer”, taking part in all trans-national activities without EU funding
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Interreg IIIB partners are allowed to use their funds to finance travel and accommodation costs for Phare/Tacis partners
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2 nd Phare / Tacis application for follow-up project could be applied for (new activities! Application in due time before the expiration!) Interreg IIIB projects Joint Phare projects Joint Tacis projects
Phare
Interreg IIIB projects Joint Phare projects Joint Tacis projects
Phare
www.spatial.baltic.net
www.phare.lt
http://europa.eu.int/comm/europeaid/projects/tacis_cbc_spf/programmes/index_en.htm
Interreg IIIB projects Joint Phare projects Joint Tacis projects