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Master Class on EU funding for EPHA members Tamsin Rose October 2009
Features of EU programmes (1) ,[object Object],[object Object],[object Object]
Think twice about applying ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions to ask yourself ,[object Object],[object Object],[object Object],[object Object],[object Object]
Features of EU programmes (2) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Reminder: a project… Responds to priorities of funder Limited set of actions Concrete results Short time-frame Delivered in partnership Pan-European in nature Co-financing of activities Co-ownership of results
Reminder: a tender… Responds exactly to requirements of funder Limited set of actions Funder defines the expected results Contractor proposes a methodology Can generate a profit Deliverables carry the funder's logo/brand Funder owns the results
Sample SANCO project cycle Summer: Commission gathers ideas for Annual work programme Autumn: Programme committee reviews and approves Annual work programme February:  Publication of the call for projects May:  Deadline for submission June-July:  Evaluation process July:  Programme Committee decision on funding August:  Results of evaluation  Sept – Nov:  Negotiation and signature of contracts January:  Start of new projects
Building the project (1) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Building the project (2) ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is the problem? Key  problem  to address: conduct problem analysis with accuracy to tackle  causes and effects   Finding “the roots of the evil”: - What is the problem to be solved? - Where does it start? - Focus on one problem only! - Find its causes and effects - The project activities “tackle” the causes of the problem in order to solve the problem in a sustainable way
Sample project logic Overall objective :  to provide the trained workforce required for the next phase of the development plan. Project objective : x number of people with y skills should find suitable employment after training Results : Successful training leading to employment Activities : develop training course, test course, publicise it, pilot phase of students Outputs:  a well functioning institute and a flow of well-trained people Inputs : personnel, trainers and training material
Project development tools allow vertical logic to flow in  both  directions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Outputs/Targets/Results:  the services/benefits  to be produced  by the project ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Indicators are to  measure achievements  and outputs of your project ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Assess your  risks  and   verify your  assumptions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Policy and context Contribution to Public Health Programme and the annual workplan – note the specific priorities of the funding call Strategic relevance to existing knowledge and implications for health European added value - Impact on target groups and long-term multiplier effect - Complementarity/synergy with other EU policies and programmes Geographic coverage Adequacy of project with social/political/cultural context
Technical quality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Management quality The organisation applying for funding must: —  guarantee an appropriate governing structure, management processes, human and financial resources and administration, and good working relationships with relevant partners and stakeholders, —  be able to demonstrate the level of achievement of its organisational objectives and its capacity to achieve result.
SANCO evaluation grid ,[object Object],[object Object],[object Object],[object Object]
Invest in your homework ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Scoring used by DG Research 0:   The proposal fails to address the criterion under examination or cannot be judged due to missing or incomplete information 1: Poor.  The criterion is addressed in an adequate manner, or there  are serious inherent weaknesses. 2: Fair.  While the proposal broadly addresses the criterion, there  are significant weaknesses. 3: Good.  The proposal addresses the criterion well, although  improvements would be necessary. 4: Very good.  The proposal addresses the criterion very well, although certain improvements are still possible. 5: Excellent.  The proposal successfully addresses all relevant aspects of the criterion in question. Any shortcomings are minor.
Use a fresh pair of eyes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Masterclass on project building

  • 1. Master Class on EU funding for EPHA members Tamsin Rose October 2009
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  • 6. Reminder: a project… Responds to priorities of funder Limited set of actions Concrete results Short time-frame Delivered in partnership Pan-European in nature Co-financing of activities Co-ownership of results
  • 7. Reminder: a tender… Responds exactly to requirements of funder Limited set of actions Funder defines the expected results Contractor proposes a methodology Can generate a profit Deliverables carry the funder's logo/brand Funder owns the results
  • 8. Sample SANCO project cycle Summer: Commission gathers ideas for Annual work programme Autumn: Programme committee reviews and approves Annual work programme February: Publication of the call for projects May: Deadline for submission June-July: Evaluation process July: Programme Committee decision on funding August: Results of evaluation Sept – Nov: Negotiation and signature of contracts January: Start of new projects
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  • 11. What is the problem? Key problem to address: conduct problem analysis with accuracy to tackle causes and effects Finding “the roots of the evil”: - What is the problem to be solved? - Where does it start? - Focus on one problem only! - Find its causes and effects - The project activities “tackle” the causes of the problem in order to solve the problem in a sustainable way
  • 12. Sample project logic Overall objective : to provide the trained workforce required for the next phase of the development plan. Project objective : x number of people with y skills should find suitable employment after training Results : Successful training leading to employment Activities : develop training course, test course, publicise it, pilot phase of students Outputs: a well functioning institute and a flow of well-trained people Inputs : personnel, trainers and training material
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  • 17. Policy and context Contribution to Public Health Programme and the annual workplan – note the specific priorities of the funding call Strategic relevance to existing knowledge and implications for health European added value - Impact on target groups and long-term multiplier effect - Complementarity/synergy with other EU policies and programmes Geographic coverage Adequacy of project with social/political/cultural context
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  • 19. Management quality The organisation applying for funding must: — guarantee an appropriate governing structure, management processes, human and financial resources and administration, and good working relationships with relevant partners and stakeholders, — be able to demonstrate the level of achievement of its organisational objectives and its capacity to achieve result.
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  • 22. Scoring used by DG Research 0: The proposal fails to address the criterion under examination or cannot be judged due to missing or incomplete information 1: Poor. The criterion is addressed in an adequate manner, or there are serious inherent weaknesses. 2: Fair. While the proposal broadly addresses the criterion, there are significant weaknesses. 3: Good. The proposal addresses the criterion well, although improvements would be necessary. 4: Very good. The proposal addresses the criterion very well, although certain improvements are still possible. 5: Excellent. The proposal successfully addresses all relevant aspects of the criterion in question. Any shortcomings are minor.
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Editor's Notes

  1. - What is the problem we want to address? ハ - Why is this a European problem rather than national or local? ハ - What is our overall objective to achieve on this problem? (e.g medium to long-term)- What is our specific objective with this project ? (e.g a concrete, defined step towards achieving the medium term objective)- How does this relate to the Commission's work programme? (link to their priorities/themes)- What are the expected results of the project? ( e.g how would things be changed afterwards)- What do we want to do? (set of activities that would deliver the expected results and achieve the objective)- Why are we uniquely the right people to lead this? (understanding, expertise, network, knowledge, track record etc)- Who else would add value to the project? (institutions, individuals who could be partners)- What are the potential sources of co-funding that could be used for the project?