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Introduction to
the EU Funding System



       Ms. Bodil Palmberg
       Europa Media
       The EU, Croatia and You
       Zagreb 20 May 2010
Feeling
Confused??
No worries, there is a logic

   Documents
   Working style
   Design
   Acronyms
Learn the European language

     CORDIS
                     National Contact
                     Point
Indirect costs
                        Work Programme
Project Officer
                      Call for proposal
 PIC code
                         Funding schemes
Questions we may have...

   Why apply for European funding?
   What funding is availible?
   Where to find information
   Is my organisation eligible?
   How to get started?
   How to apply?
   What is the difference between the different
   funding opportunities?
WHY APPLY FOR
  EUROPEAN
  FUNDING?
Pros & Cons
FINANCING Your Ideas
    But money should not be
    the main motivation….
Benefits of Participation




              International            Supported by the EC
              cooperation –
              stimulating & fun
Implement
risky ideas                       And many more…. ☺
Why Not Participate?




                                      State of the Art



                        Uncertainty

Intellectual Property                 Time &
Rights                                Resources
                                      demanding
WHAT FUNDING IS
  AVAILABLE?
EU Funding Schematized
EU Funds Overview


     Agricultural Support        External Support
     –incl. rural development    - Ensure EU’s role as a
                                 Global player




       Regional Support             Community
       –Economic and social         programmes
       prosperity and reduce        – Implementing EC
       the gaps in development      Common Policies and
       between regions              thematics
Agricultural Support
Common Agricultural Policy incl. rural development




European Agricultural Fund               European Agricultural Guarantee
for Rural Development                    Fund
  competitiveness of the agricultural       direct market support
and forestry sector                      to farmers
  the environment and the countryside
  quality of life in rural areas
  diversification of the rural economy
Regional Support

 Economic and social prosperity and reduce the gaps in
 development between regions


 European Social Fund
 – improving employment and job
 opportunities in the EU

Cohesion Fund                                          European Regional Development
– transport and environmental projects                 Fund
in EU12 + Portugal,Greece and Spain                    - strengthening economic and
                                                       social cohesion in the EU

DG Regional Policy: http://ec.europa.eu/regional_policy/index_en.htm
Managing authorities by country: http://ec.europa.eu/regional_policy/manage/authority/authority_en.cfm
External Support
      Ensure EU’s role as a Global player
Instrument for Pre- Accession                  European Neighborhood and
Assistance (IPA)                               Partnership Instrument (ENPI)
Candidate and Potential Candidate Countries    previous MEDA and TACIS countries
1. Assistance for transition and institution   Policy driven instrument supporting the
building                                       agreed priorities in the ENP Action Plans with
2. Cross-border cooperation                    partner countries for a stable and prosperous
                                               development
3. Regional development
4. Human resources                             Other instruments
                                               Instrument for Stability, Macro Financial
5. Rural development
                                               Instrument, Humanitarian Aid, and Thematic
                                               and Geographical instruments, etc


  Funding opportunities; EuropeAid: http://ec.europa.eu/europeaid/index_en.htm
Community Programmes
Implementing Common Policies and Thematics
  Seventh Framework Programme (FP7)
  Competitiveness and Innovation Framework Programme (CIP)
  LIFE + (environmental funding)
  Others – Youth, Media, Europe for Citizen, Culture, Progress etc




Funding opportunities:
http://ec.europa.eu/grants/index_en.htm

Different policies – different instruments – different actions
EU Financial Framework 2007 – 2013
Commitment appropriations                                                 % of total
                                                                          2007-2013
1. Sustainable Growth - Regional and FP7, CIP etc                         44 %
    1 a. Competitiveness for Growth and Employment                           9%
     1 b. Cohesion for Growth and Employment                                 36 %
2. Preservation and management of Natural Resources - Agriculture         43 %
    of which: market related expenditures and direct payments                34 %
3. Citizenship, Freedom, Security and Justice - Community programmes      1.2 %
    3 a. Freedom, Security and Justice                                       0.8 %
     3 b. Citizenship                                                         0.5 %
4. EU as a global player - External Support                               6%
5. Administration                                                         6%
6. Compensation                                                           0.2 %
TOTAL                                                                     100 % =
                                                                          EUR 864 billion

        note: due to rounding up numbers, total does not add up to 100%
Where to find
 information?
I can’t see the
forest for all trees
Europa Server
Gateway to the European Union
   http://europa.eu/
Community Programme Website

  Policy information
  Guidance documents
  News
  Partner Search
  Calls
  etc.

FP7 : http://cordis.europa.eu
CIP http://ec.europa.eu/cip/
Life Long Learning programme http://ec.europa.eu/education/lifelong-
learning-programme/doc78_en.htm
Projects’ Websites – Get Inspired




                        Previously funded projects
                        may be found on
                        programme website – find
                        a project
Is my organisation
      eligible?
Eligibility rules depends on the programme,
                  and on the call
      General rule: A LEGAL ENTITY
Type of entity
Geographical location
In some cases, financial viability

      Check the latest version of the
          Guide for Applicants
Who Can Get Funded
                                                       Regional Support /
                                                       Agricultural Policy
                                                       EU Member States


                                                        External Support
                                                        EU Member States and Third
                                                        countries

                                                        Community programmes
                                                        EU Member States, Associated
                                                        countries, other Third countries



 – different funds – different procedures – different eligibility criteria
How to get started?
How to Get Started?

   Be aware of the opportunities
   Find a call
   Find partners
   Proposal
   Submission

   and what happens next???
Find a Call
         Proposals are submitted in
             response to a call
   – announced at programmes’ websites
 http://ec.europa.eu/contracts   http://cordis.europa.eu
 _grants/grants_en.htm           /f/p7dc/index.cfm
Find Partners




                MAKE YOURSELF
                    VISIBLE
Make Yourself Visible

Partner search
   Programme website; example CORDIS
   Thematic projects
   NCP Network




http://cordis.europa.eu/fp7/partners_en.html
Get in touch with People who have been
   involved to join their proposal
     Cordis – find a project
     Thematic projects’
  partner search
HOW TO APPLY?
Download all Guidance documents
Understand the requirements
Concept note
Technical and administrative procedure
Submit on time
How to Apply
                      Competition and management on different levels...

EU level - Community programmes
European Commission - proposals and tenders



EU level and/or National level - External Support
depedning on the programme; operational programmes
with calls for proposal and tenders


National level - Regional Support / Agricultural policy
shared management by Member State and the EU
Community Strategic Guidelines 2007-2013 - National Strategic Reference
Framework - Operational programmes

 different funds – different procedure – different eligibility criteria
Comparative Assessment
   Indirect vs. Direct Support
Indirect vs. Direct Support - Purpose
 Indirect Support                    Direct Support
Example: Structural Funds,      Example:
Cohesion Fund, Agricultural     Community programmes
Support, IPA

Help development of regions       Help the implementation of
 lagging behind                 common EU policies
Build infrastructure               Bring together best
For an organisation: Capacity   resources/knowledge
  building, everyday activity      Develop new and innovative
                                solutions
 financing                         For an organisation: implement
                                strategic objectives, combine own
                                resources with others
Indirect vs. Direct Support - Management

 Indirect Support                  Direct Support
  Managed at national level     Managed at EU level (+ national
  Annual national budget      level)
  Payment through national       Programmes – budget on EU
institutions                  level – no national quota
                                 Payment from EU institutions
  National programming           Supporting a variety of fields
  Evaluation at national         Larger freedom for individual
level                         ideas
                                 Evaluated at EU level
Final Comments
   Fit project idea into Work Programme
   Emphasise project’s goal, necessity and advantages
   in a European context
   Involve partners with European programme
   experience
   Get involved in writing of your Work Package
   or Task(s)
   Clarify your role and ensure that your expertise
   is fully utilised
   Communicate well to show your commitment
Questions ???

            Contact:
         Bodil Palmberg
          Europa Media
Bodil.palmberg@europamedia.org

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Introduction to EU Funding System

  • 1. Introduction to the EU Funding System Ms. Bodil Palmberg Europa Media The EU, Croatia and You Zagreb 20 May 2010
  • 3. No worries, there is a logic Documents Working style Design Acronyms
  • 4. Learn the European language CORDIS National Contact Point Indirect costs Work Programme Project Officer Call for proposal PIC code Funding schemes
  • 5. Questions we may have... Why apply for European funding? What funding is availible? Where to find information Is my organisation eligible? How to get started? How to apply? What is the difference between the different funding opportunities?
  • 6. WHY APPLY FOR EUROPEAN FUNDING? Pros & Cons
  • 7. FINANCING Your Ideas But money should not be the main motivation….
  • 8. Benefits of Participation International Supported by the EC cooperation – stimulating & fun Implement risky ideas And many more…. ☺
  • 9. Why Not Participate? State of the Art Uncertainty Intellectual Property Time & Rights Resources demanding
  • 10. WHAT FUNDING IS AVAILABLE?
  • 12. EU Funds Overview Agricultural Support External Support –incl. rural development - Ensure EU’s role as a Global player Regional Support Community –Economic and social programmes prosperity and reduce – Implementing EC the gaps in development Common Policies and between regions thematics
  • 13. Agricultural Support Common Agricultural Policy incl. rural development European Agricultural Fund European Agricultural Guarantee for Rural Development Fund competitiveness of the agricultural direct market support and forestry sector to farmers the environment and the countryside quality of life in rural areas diversification of the rural economy
  • 14. Regional Support Economic and social prosperity and reduce the gaps in development between regions European Social Fund – improving employment and job opportunities in the EU Cohesion Fund European Regional Development – transport and environmental projects Fund in EU12 + Portugal,Greece and Spain - strengthening economic and social cohesion in the EU DG Regional Policy: http://ec.europa.eu/regional_policy/index_en.htm Managing authorities by country: http://ec.europa.eu/regional_policy/manage/authority/authority_en.cfm
  • 15. External Support Ensure EU’s role as a Global player Instrument for Pre- Accession European Neighborhood and Assistance (IPA) Partnership Instrument (ENPI) Candidate and Potential Candidate Countries previous MEDA and TACIS countries 1. Assistance for transition and institution Policy driven instrument supporting the building agreed priorities in the ENP Action Plans with 2. Cross-border cooperation partner countries for a stable and prosperous development 3. Regional development 4. Human resources Other instruments Instrument for Stability, Macro Financial 5. Rural development Instrument, Humanitarian Aid, and Thematic and Geographical instruments, etc Funding opportunities; EuropeAid: http://ec.europa.eu/europeaid/index_en.htm
  • 16. Community Programmes Implementing Common Policies and Thematics Seventh Framework Programme (FP7) Competitiveness and Innovation Framework Programme (CIP) LIFE + (environmental funding) Others – Youth, Media, Europe for Citizen, Culture, Progress etc Funding opportunities: http://ec.europa.eu/grants/index_en.htm Different policies – different instruments – different actions
  • 17. EU Financial Framework 2007 – 2013 Commitment appropriations % of total 2007-2013 1. Sustainable Growth - Regional and FP7, CIP etc 44 % 1 a. Competitiveness for Growth and Employment 9% 1 b. Cohesion for Growth and Employment 36 % 2. Preservation and management of Natural Resources - Agriculture 43 % of which: market related expenditures and direct payments 34 % 3. Citizenship, Freedom, Security and Justice - Community programmes 1.2 % 3 a. Freedom, Security and Justice 0.8 % 3 b. Citizenship 0.5 % 4. EU as a global player - External Support 6% 5. Administration 6% 6. Compensation 0.2 % TOTAL 100 % = EUR 864 billion note: due to rounding up numbers, total does not add up to 100%
  • 18. Where to find information?
  • 19. I can’t see the forest for all trees
  • 20. Europa Server Gateway to the European Union http://europa.eu/
  • 21. Community Programme Website Policy information Guidance documents News Partner Search Calls etc. FP7 : http://cordis.europa.eu CIP http://ec.europa.eu/cip/ Life Long Learning programme http://ec.europa.eu/education/lifelong- learning-programme/doc78_en.htm
  • 22. Projects’ Websites – Get Inspired Previously funded projects may be found on programme website – find a project
  • 23. Is my organisation eligible?
  • 24. Eligibility rules depends on the programme, and on the call General rule: A LEGAL ENTITY Type of entity Geographical location In some cases, financial viability Check the latest version of the Guide for Applicants
  • 25. Who Can Get Funded Regional Support / Agricultural Policy EU Member States External Support EU Member States and Third countries Community programmes EU Member States, Associated countries, other Third countries – different funds – different procedures – different eligibility criteria
  • 26. How to get started?
  • 27. How to Get Started? Be aware of the opportunities Find a call Find partners Proposal Submission and what happens next???
  • 28. Find a Call Proposals are submitted in response to a call – announced at programmes’ websites http://ec.europa.eu/contracts http://cordis.europa.eu _grants/grants_en.htm /f/p7dc/index.cfm
  • 29. Find Partners MAKE YOURSELF VISIBLE
  • 30. Make Yourself Visible Partner search Programme website; example CORDIS Thematic projects NCP Network http://cordis.europa.eu/fp7/partners_en.html
  • 31. Get in touch with People who have been involved to join their proposal Cordis – find a project Thematic projects’ partner search
  • 33. Download all Guidance documents Understand the requirements Concept note Technical and administrative procedure Submit on time
  • 34. How to Apply Competition and management on different levels... EU level - Community programmes European Commission - proposals and tenders EU level and/or National level - External Support depedning on the programme; operational programmes with calls for proposal and tenders National level - Regional Support / Agricultural policy shared management by Member State and the EU Community Strategic Guidelines 2007-2013 - National Strategic Reference Framework - Operational programmes different funds – different procedure – different eligibility criteria
  • 35. Comparative Assessment Indirect vs. Direct Support
  • 36. Indirect vs. Direct Support - Purpose Indirect Support Direct Support Example: Structural Funds, Example: Cohesion Fund, Agricultural Community programmes Support, IPA Help development of regions Help the implementation of lagging behind common EU policies Build infrastructure Bring together best For an organisation: Capacity resources/knowledge building, everyday activity Develop new and innovative solutions financing For an organisation: implement strategic objectives, combine own resources with others
  • 37. Indirect vs. Direct Support - Management Indirect Support Direct Support Managed at national level Managed at EU level (+ national Annual national budget level) Payment through national Programmes – budget on EU institutions level – no national quota Payment from EU institutions National programming Supporting a variety of fields Evaluation at national Larger freedom for individual level ideas Evaluated at EU level
  • 38. Final Comments Fit project idea into Work Programme Emphasise project’s goal, necessity and advantages in a European context Involve partners with European programme experience Get involved in writing of your Work Package or Task(s) Clarify your role and ensure that your expertise is fully utilised Communicate well to show your commitment
  • 39. Questions ??? Contact: Bodil Palmberg Europa Media Bodil.palmberg@europamedia.org