Transcript ERDF Schemes Operational Programme 1 2007-2013 ERDF

ERDF Schemes
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Programme 1
• Second level
2007-2013
• Third level
ERDF
• Fourth level
• Fifth level Innovation Actions
Grant
Scheme
(Environment)
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
Overview
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1.The Malta Enterprise ERDF Schemes,
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2.The ERDF Innovation Actions Incentive Guideline
Second level
(Environment),
Third level
3.The Application Form
Fourth level
4.The Notes to Applicants and,
Fifth level
5.Contact Details.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
1. The Malta Enterprise ERDF Schemes
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The objectives for each scheme are outlined below:
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1.International Competitiveness – to develop new market initiatives,
Second level
2.Small Start-Up Scheme – to assist in the setting up and growth of innovative
and knowledge based start ups,
Third level
3.R&D grants – to increase R&D investment through industry related R&D
projects,
Fourth level
4.Innovation Actions (Innovation) – to support SMEs develop innovative
Fifth level processes, products and services,
5.Innovation Actions (Environment) – to support SMEs address investment in
environmentally-friendly technologies and,
6.E-business development grant scheme – to propagate the use of ICT in
daily business operations.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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to support enterprises in implementing ecoSecond level
innovation projects that have the aim to contribute to
environmental sustainability.
Third level
Fourth level
Fifth level
M e d iu m -size d E n te rp rise
S m a ll E n te rp rise
S M E s a ctiv e in th e tran sp o rt se cto r
M in im u m
P ro je ct
V a lu e
€
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CoM in im u m
fin an cin g
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20,000
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Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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Eligible
Enterprises:
• All enterprises are eligible under this scheme
Second level
excluding:
1. Enterprises in the agricultural and fisheries
Third level sector,
Fourth level2. Enterprises in the tourism sector, enterprises
sensitive sectors (coal, steel, synthetic
Fifth level infibres),
3. Enterprises in the retail sector.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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Eligible Costs:
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1. Consultancy,
Second level
2.Plant, Machinery and Equipment and,
Third level
3.Licensing and Certification.
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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Eligible Costs:
Second level
Consultancy:
(a)Costs incurred for the attainment of recognised
Third levelenvironmental certification, such as EMAS, ISO,
Eco-Label and other standards recognised by the
Fourth level
MSA. Such costs may include:
• Environmental Audits and,
Fifth level
• Environmental Consultancy.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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Eligible
Costs: text styles
Second level
(b )Plant, Machinery and Equipment:
Costs incurred to achieve a better environmental
Third levelperformance in relation to:
• engineering services required to modify existing
Fourth level
plant, machinery and equipment,
• acquisition of new machinery and equipment.
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
2. Incentive Guideline
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Eligible
Costs: text styles
Second level
(c) Licensing and Certification:
The cost for the acquisition of:
Third level
• a license to utilize technology and intellectual
property required to achieve a better
Fourth level
environmental performance,
• environmental certification, such as EMAS, ISO,
Fifth level
Eco-Label and other standards recognized by the
MSA.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Applicant Details:
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Thorough description of the applicant and
corresponding contact details, including a description
Second level
of the key products and services provided and an
Third level outline of the applicant’s main markets.
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Project Details:
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•thorough description of the project,
•how it will be implemented from an internal human &
Second level
financial resource perspective,
•the expected benefits derived,
Third level
•the novelty of the start-up project vis-à-vis the industry it
is working in and,
Fourth level
•any potential increase in employment.
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Horizontal Priorities:
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•Environmental Sustainability
Second level
Applicants would need to prove that the project
addresses issues such as carbon neutrality and
Third level
climate change, water, waste, air quality and nature
protection were applicable.
Fourth level
•Equal Opportunities
Fifth level
Applicants would need to prove that the project
addresses issues such as the involvement of
disadvantaged groups in the project; increased
participation of females, ensuring accessibility for all
and family friendly measures were applicable.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Annex 1 – Project Summary
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Second level
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
Annex 2 – Costs Breakdown – Consultancy
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Second level
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Annex 3 – Costs Breakdown – Plant, Machinery and
Equipment
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Second level
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
Annex 4 – Costs Breakdown – Licensing and Certification
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Second level
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
Annex 5 – Disbursement Plan
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Second level
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Annex 6 – Enterprise Size Declaration
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•determines the type of enterprise applying, whether it is a
Second level
large, medium, small, or micro enterprise and determines
also if the enterprise applying is autonomous, partner or
Third level
linked.
Fourth level
For further guidance on the SME declaration you may
refer to the SME user guide on:
Fifth level
http://europa.eu.int/comm/enterprise/enterprise_policy/sm
e_definition/sme_user_guide.pdf
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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AnnexMaster
7 – Audited
Financial
Statements:
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The Financial Statements required are the latest Audited
Second level
Financial Statements (full version, not abridged,
including the detailed schedules to the Profit & Loss
Third level
Account/Income Statement) or the management
Accounts (Profit and Loss Statements/Income Statement
Fourth level
and Balance Sheet/Statement of Assets and Liabilities)
certified by a certified public accountant. In the case of
Fifth level
a start up not having the above documentation a
business plan (which should include a Profit & Loss
Account/Income Statement, Cash Flow Projections and a
Balance Sheet/Statement of Assets and Liabilities) would
suffice.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Annex 8 – Permits and Approvals (if applicable):
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Applicants with projects in need of permits and approvals
Second level
from relevant government entities, such as MEPA, should
submit at least a copy of the application for the relevant
Third level
permits.
Fourth level
Following evaluation, the short listed applicants would
need to submit such corresponding permits prior to the
issuing of the letter of Approval.
Fifth level
In the case that the applicant already has permits and
approvals in hand, these should be attached as an Annex
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
3. The Application Form
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Annex 9 – Supporting Documentation (if applicable)
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•any supporting documentation (preparatory work &
Second level
correspondence), need to be attached to this annex.
Third level
Fourth level
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Call for Applications:
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Second level
The call will close on the 18th March 2009 at noon.
Third level
The indicative budget allocation under this call is
€1, 500,000, Malta Enterprise can at its discretion
Fourth level
allocate further funds.
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Application
Process
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Submit one hard copy (typed not hand written) of application
Second level
form & annexes,
Third level
Sealed application forms, to be deposited in the respective
tender box bearing the name of the call, located in the
Fourth level
reception area of Malta Enterprise and,
Fifth level
Acknowledgement of receipt of application will be issued to
all applicants.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Eligibility Check:
1.application is complete,
Second level
2. the application fits with one of the focus areas of the aid
scheme,
Third level
3. the applicant has honored/rectified any past obligations
or conditions set by Malta Enterprise,
Fourth level
4. the aid being requested is in line with the respective
State Aid rules,
5. the project complies with the laws pertaining to the
Fifth level
actions being proposed for funding,
6. the applicant is eligible as defined in section 2
(eligibility) of the respective Incentive Guidelines and,
7. the project will be completed within the stipulated
timeframes.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Evaluation Process – Preliminary Evaluation (35%):
Second level
Risk Appraisal (20%):
•age of organisation 5% - the longer the enterprise
Third level has been established, the higher the score,
•duration of project 5% - longer projects may carry
Fourth levelmore risk,
•project investment costs vis-à-vis applicants net
Fifth level assets 5% - level of financial risk and,
•commitment & capacity to implement 5% - level of
preparatory work, internal project management
structures & financial resources.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Evaluation Process – Preliminary Evaluation (35%):
Second level
•Extent of need for support (10%):determined through
the size of the enterprise & whether it forms part of a
Third level
network/is a start up (the smaller the undertaking, the
higher the score),
Fourth level
•Holistic Nature of project (5%): number of eligible
intervention areas implemented in the project.
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Evaluation Process – Strategic Evaluation (65%):
Second level
Thematic Priorities (55%):
•project Impact 25% - expected benefits derived from the
Third level
project,
•innovation 10% - the novelty of the project vis-à-vis the
Fourth level
industry it is working in,
•Operational Programme 1 indicators 10% - the degree to
which the project addresses the indicators outlined in the
Fifth level
Operational Programme and,
•employment 10% - potential to ensure job retention &
create possible new employment in the future.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Evaluation Process – Strategic Evaluation (65%):
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Horizontal Priorities (10%):
Second level
•environmental sustainability – project to address issues
such as carbon neutrality & climate change, water, waste,
Third level
air quality & nature protection were applicable,
•equal opportunities - involvement of disadvantaged
Fourth level
groups, increased participation of females, ensuring
accessibility for all & family friendly measures.
Fifth level
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Letter of Approval:
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value of grant & respective co-financing rate,
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details of project & corresponding financial plans and,
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compliance with EU council regulations:
1. eligible costs,
2. retention of all documentation in a separate file up to
31/12/2020,
3. conformity to publicity obligations,
4. on the spot checks by various National & EU Audit
Authorities and,
5. retention of equipment for at least 5 years from the
completion of the project.
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Second level
Third level
Fourth level
Fifth level
Only fully implemented projects will be fully reimbursed
otherwise grant will be reclaimed back from the beneficiary.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
4. The Notes to Applicants
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Publicity Guidelines:
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•the beneficiary is responsible of informing the public about the
assistance obtained from the funds,
Second level
•acceptance of funding is also an acceptance of their inclusion
Third level
in the publication of the list of beneficiaries, the names of the
operation & the amount of funding allocated to the operation,
Fourth level
•commemorative plaques shall be installed indefinitely at a site
accessible to the general public and,
Fifth level
•any equipment / websites / brochures benefiting from such
funding should display the the corresponding logos as outlined
below.
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future
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Second level
Third level
Fourth level
Fifth level
THANK YOU
25423361
[email protected]
Operational Programme I – Cohesion Policy 2007-2013
Investing in Competitiveness for a Better Quality of Life
Aid Scheme part-financed by the European Union
European Regional Development Fund (ERDF)
Co-financing: EU Funds; National Funds; Private Funds
Investing in your future