Overview of the Northern Ireland Ireland - Scotland VA Programme. Electric Vehicles Call Workshop

Transcription

1 Overview of the Northern Ireland Ireland - Scotland VA Programme Electric Vehicles Call Workshop

2 Welcome MARK FEENEY, MA DIRECTOR

3 Introduction and Outline of Workshop Programme Priorities Policy Context Sustainable Transport Outputs/ Results Application Process Project Management & Delivery

4 Results Context Programmes must be concentrated and focused Result orientated with clear and measurable outputs Programme result and output indicators underpinned by Intervention Logic Non-delivery - may result in financial penalty to the Programmes

5 Regional Policy Context Europe 2020 Strategy (for Smart, Sustainable & Inclusive Growth) Cohesion (Regional) Policy Main EU investment policy to support job creation, sustainable development and economic growth in EU Regions and Cities Reformed for the programming period With a focus on results - clear, transparent and measurable Delivered through the European Structural and Investment Funds (ESIF)

6 INTERREG V Programme ( ) Eligible Area: Greater Belfast & Western Isles of Scotland included ERDF Programme Value: 240m Up to 85% maximum intervention rate Match funding (financial or in-kind) State Aid rules apply to all funded projects/initiatives 20% of Programme budget can be spent outside of eligible area Projects must involve at least two Member States (UK & Ireland) and demonstrate crossborder cooperation.

7 Sustainable Transport: Electric Vehicles Call Outputs and Results OBJECTIVES & ACTIONS

8 Programme Priorities 61m 72m 40m 53m

9 Electric Vehicles Budget 7m - 9m total budget (ERDF + Match) 6m - 8m ERDF is available under this theme The maximum intervention rate is 85% Acc Departments in Ireland & Northern Ireland may provide match funding up to 15% The intervention rate may decrease depending on the state aid implications of your project

10 Intervention Logic Thematic Objective 3.1 Promote cross border, intermodal and sustainable transport in the region Results Indicator The number of electric vehicle registrations across the region. The current baseline value is 186 electric vehicles registered. The target value for 2023 is 2,000. Output Indicator Development and expansion of the cross-border electric vehicle public charging network to complement the existing TEN-T rapid charger network (Target of 73 rapid chargers)

11 Objective 3.1: Sustainable Transport: Electric Vehicles ( 6-8m ERDF) The Result Indicator The number of electric vehicle registrations across the region. The current baseline value is 186 electric vehicles registered. The target value for 2023 is 2,000

12 The Output Indicator Output indicator: Development and expansion of the cross-border electric vehicle public charging network to complement the existing TEN-T rapid charger network. A target value of 73 rapid chargers in the region by 2023 has been set for this indicator.

13 Anticipated Actions to achieve Outputs The installation / deployment of rapid chargers alongside the existing cross-border infrastructure for electric vehicles to ensure harmonisation / compatibility with existing network / system including upgrading and expanding the distribution of existing rapid chargers The installation / deployment of rapid chargers alongside the existing cross-border infrastructure for electric vehicles including inter-operability and management systems to ensure it aligns with and complements the existing rapid charger network and enhances connectivity and cross border mobility

14 Anticipated Actions for Outputs (Cont) Deployment of innovative technology through the establishment of multi charge point hub(s) to charge EVs using renewable energy Research into charging infrastructure specifically more sustainable approaches to charging electric vehicles including the use of EV chargers on ferries. All actions supported will include promotion and the raising of public awareness to facilitate behavioural change in relation to the increased usage of cycling, public transport and electric vehicles

15 Who can apply? National, regional and local authorities Non-Governmental Organisations Sectoral agencies, business support agencies Other relevant public agencies Universities, colleges, higher education research institutions Private sector specifically micro, small and medium sized enterprises (SMEs) and larger companies Legal entites

16 Cross Border Partnership requirements Projects must involve partners from at least two member states (UK & Ireland). Project must have good corporate governance and partnership arrangements. Partners must demonstrate cross border cooperation and added value between partners in the UK and Ireland. Partnerships must demonstrate joint project development and implementation.

17 Lead Partner Partnership Formation Leads in the implementation of a Project supported by the Programme(s) Accepts the grant offer and is responsible for the fulfilment of all grant conditions. Partner Is closely involved in the implementation of the Project, co-ordinated by the Lead Partner

18 Projects should... Demonstrate joint activities and joint benefits in tackling shared problems Achieve more through cross border cooperation than can be achieved by delivering the project on your own Have clear results, tangible outputs with relevance to other regions Have a clear plan for delivery Have a relevant and committed partnership, who can deliver a well managed project that keeps to budget and schedule Have a well designed and transparent management structure and agreement. Communicate outcomes and results effectively Not be afraid of trying new things Complement other existing EU funded projects Fit with EU and national policies

19 ACCOUNTABLE DEPARTMENT OBSERVATIONS

20 APPLICATION PROCESS

21 Application Process Stage 2 (ems) Preparation of Application on ems Submission of Application (ems) Steering Committee Decision in early 2019 Grant Offer or Rejection

22 Eligibility Check Received on time Authorised by CEO or Accounting Officer Project not completed or fully implemented Benefits the eligible region Activities are eligible according to the rules of both the Programme and call.

23 Weighting Criteria to be considered Results and Outputs Orientation Weighting 20% Quality and Project Design 20% Cross-border Cooperation 20% Governance 10% Value for Money 20% Sustainable Development 5% Equality 5%

24 Selection Criteria 1. Contribution of the project towards the defined results and outputs of the programme Applicants will need to demonstrate that their project proposal will deliver all of the Output Indicator sought Applicants will need to demonstrate their ability to achieve against the outputs indicated. Project selection will favour those projects which have the most potential to contribute towards the result indicator

25 Selection Criteria 2.Quality of the project design Assessment of the proposed positive impact on carbon emissions by the improvement of uptake of sustainable transport Demonstration of how the proposed project will contribute to an agreed integrated strategy for sustainable local mobility in the cross-border region Contribution of the project to sustainable local mobility plans and air quality plans (ambient air quality directive 2008/50/EC Compliance with the Alternative Infrastructure Directive 2014/94/EU

26 Selection Criteria 3. Quality of the project team and implementation arrangements; 4. Value for money; 5. Quality of cross-border co-operation with demonstrable added value 6. Contribution towards sustainable development 7. Contribution towards equality

27 What kind of projects can be supported? The results and outputs must be in line with those of the Programme Must demonstrate cross-border cooperation Applicants must evidence good corporate governance and partnership Applications must have a high quality of project design Those which demonstrate value for money Projects must contribute to sustainable development and equality

28 Key issues Does it add value and complement other initiatives? Is the Programme content appropriate, relevant and of high quality? Is the Delivery Plan robust and deliverable? Will the outputs be achieved? How will your project expand and develop the current networks in the region? How are potential sites identified? Are the right partners identified and engaged?

29 EMS DATABASE FOR SUBMITTING THE APPLICATION HELEN DONALDSON, JS MANAGER

30 EMS Registration Lead Partners will need to register EMS and its associated online helpdesk facility via, Simple registration process (note Interreg login not Peace) Guides to completing your application reside within the SEUPB website and in pack Ticket system for queries during application process

31 EMS Registration EMS is a programme monitoring system and application database. Allows the SEUPB to collect and store all necessary information and communicate with you via a secure online system SEUPB will manage the application process and implementation of successful projects via EMS

32 Section 1 Executive Summary In the Executive Summary As a minimum, you should describe: The challenge the project is tackling; The main objective of the project and the anticipated change it will make to the current situation, which must be linked to the Programme Results and Outputs; The main output(s) that will be produced and who will benefit from them; and What is new/original about the approach. If the application is successful, the Project Summary will be used to present the project to the public. Therefore, you should aim to be clear, concise, effective, and interesting!

33 Section 2 Partnership Overview In this section you will be asked to add all the partners involved in your proposed project. The Lead Applicant must provide details of the project partners. This includes partners with a budget and agreed deliverables, as well as associated partners (i.e. partners that do not have budget responsibility). We are interested in, How will the lead partners organisation benefit form participation in the project? Your organisations relevant competence and experiences? What motivation project partners have to participate in the project? Specific documents in relation to the Lead Partner must be attached to your application. Click on the? icon beside Organisation/Institution Role to see a list.

34 Section 3 Proposed Design SMART Targets - The objectives of your project should be SMART and should be clearly linked to the output and result indicators set out in the call SMART targets should provide a set of metrics that reflect your project s path to conclusion Project Activities outline of all project activities, why, when, where and how Quality of Cross-Community and Cross- Border Cooperation - Programme project implementation must involve demonstrable cross-community and/or cross-border partnerships and activities

35 Section 4,5 & 6 Strategic Policy & Context - how, and to what extent, your project will contribute towards those strategic aims, targets and objectives set out in key policies/strategies that are considered to be directly relevant to your project Additionality - You should articulate the extent to which your project would take place at all, or would be undertaken on a smaller scale, or earlier, or to a lesser standard, in the absence, or with a reduced level, of funding.

36 Section 4,5 & 6 (Cont) Displacement - You should articulate if, and to what extent, your project is likely to impact upon and/ or complement similar existing, or planned, provision. Set out the specific need and demand for your project. In every case, it is important to establish clearly the rationale for intervention. Project Options Considered and Preferred Option - outline the range of options that you considered during the course of developing your project and present the rationale for the preferred choice.

37 Section 7 In this section you are asked to describe how your project contributes to the Programme Priority Specific Objective for the call under which you are applying. The Programme Results section will be automatically completed by ems. You do not need to add any Project Specific Objectives.

38 Section 8 Management Arrangements (Project Delivery, Resourcing & Governance) Please describe the management structure for your project including roles and responsibilities. Also demonstrate your administrative, financial and operational capacity to lead on a grant/project of this size and complexity. If relevant please provide evidence of previous management, delivery and administration of EU funded programmes.

39 Monitoring and Evaluation Plan Please provide details of: Section 9 How the results and outputs will be attributed to each project partner. How you intend to monitor and evaluate the progress of the project during its delivery against the results and outputs. For example: what baseline information will be required; how will baseline information be collected; what monitoring techniques will be employed during project delivery; how will data be collected; how often will data be collected; who needs to be consulted; who will analyse the data collected; and how this will be used to inform project delivery.

40 Section 10 Horizontal Themes: Sustainable Development and Equality All funded projects must align and comply with the Sustainable Development Strategy, adopted by the European Council in June 2006; as well as the respective national Sustainable Development Strategy within each jurisdiction. Illustrate how you will promote sustainable development in terms of the integration of environmental, economic and social issues. Show how your project will mainstream the principle of equality. Show that there has been meaningful consultation with key target groups in drawing together the project. Training provided on SEUPB Website

41 Exit Strategy Section 11 Please detail your exit strategy for this project, including evidence of the durability of the outputs and results of the project (i.e. the long-lasting effect of the achievements beyond the duration of the project activity). Please outline the strategy proposed to secure the long-term impact of the project (e.g. mainstreaming / sustaining the project / rolling out of results). Describe how you will maintain the project without European funding or manage the expectations of your recipients / participants in the case of scaling back or completing the project.

42 Workplans Four types of work packages are available; Management Implementation Investment (Capital) Communications

43 Management Work package The first, Management, is mandatory. This consists of operational and strategy activities, such as governance, daily management of the project, reporting achievement by taking account of completion of the planned activities in line with the budgeted expenditure, monitoring and managing the critical path of the project to prevent delays, making claims and the verification of all expenditure, forecasting activities and expenditure during the next periods and forecasting the achievement of outputs and expenditure on an annual basis.

44 Communications work package Communication, (also mandatory) consists of both external and internal communication and all other tasks associated with the project s communication activities Toolkit available from the SEUPB website at the following link

45 Investment (Capital) Work Package Investment consists of all Capital Investment costs required to deliver the project e.g. Activity 1: Establish the project delivery team Deliverables: Appoint the team members Host a meeting Agree structures; operating procedures; roles & responsibilities.

46 Investment (Capital) Work Package Activity 2: Complete the project scope / brief Deliverables: Options analysis / feasibility Agree the scope of the project Activity 3: Procurement / Appoint Contractor Deliverables: Compile tender documentation Undertake Procurement Issue Contract

47 Investment (Capital) Work Package Activity 3: Approvals / Planning Deliverables: Approvals process with relevant authorities Site selection Activity 4: Construction Works Deliverables: Site preparation Installation of EV charging points (x 73)

48 Implementation Work Package Implementation consists of any work packages relating to the programming implementation of your intervention. The ems system will allow you to add as many work packages as you require to reflect your activity work breakdown.

49 Additional Attachments 1. Draft Partnership Agreement 2. Last two years audited accounts 3. Project management and governance structure chart 4. VAT Status 5. Lead Partner Constitution 6. Budget Rationale 7. Risk Register

50 Additional Attachments 8. Financial Management Arrangements 9. Proposed Construction Works info - including location maps (if available) 10. Confirmation of Title or Transfer Arrangements (if applicable) 11. Planning Consent (if applicable) 12. Environmental Impact Assessment (if applicable)

51 Additional Attachments 13. Professional Estimates (if applicable) 14. Cashflow Forecasts showing that ongoing operational costs have been considered and how these will be met 15. Job Descriptions for funded posts If in doubt, please check with SEUPB

52 BUDGETS & FINANCE

53 Budgets Currency: Euro Budget Section Planning exchange rate of 1.18 = 1 is mandatory. Budgets input at partner level by work package, by period, by budget heading. Work Package Budgets: Management; Implementation; Investment; and Communications. Periods (Start Date of Project: 1 Feb, 1 May, 1 Aug or 1 Nov)

54 Budget Section Budget Headings Staff Costs; and Office and Administration Costs; External Expertise & Services; Travel & Accommodation Costs; Equipment Costs; and (Capital) Investment Costs. Points to Note Statutory redundancy costs are Staff Costs; and Recruitment costs included in External Expertise & Services.

55 Budget Section Staff Costs - Mandatory Attachment Staff Position; Grade; Recruited / to be recruited; Basic Starting Salary; Employer Costs (National Insurance & Pension); Other Eligible Staff Costs; Proportion of Time on Project (e.g. 100%); Duration on Project (36 months); Partner Organisation; Job Description; and Salary Scale.

56 Office & Administration Costs Budget Section Flat Rate of 15% of Staff Costs. Other Costs Mandatory Attachment Full breakdown and evidence or assumptions to support all costs.

57 Budget Section Funding Sources ERDF (co-financing): maximum of 85% of total project cost. Match Funding minimum of 15% of total project costs; Accountable Departments will provide up to 15%. Other Funding cash or in-kind.

58 Unit Costs Unit costs should be used where possible Established and agreed with the Applicant during the Stage 2 assessment process. Applicants may propose their own unit costs. Information must be presented in accordance with the Commission s guidance for the preparation on unit costs. To be backed by 3 years comparable evidence based/historical data to justify unit cost proposed, which will be verified/checked by SEUPB

59 NEXT STEPS

60 Assessment Process Applications received in ems no later than 31 st October SEUPB commence assessment process and seek points of clarity. Further points of clarity may be raised usually within 4-6 weeks of initial response Assessment papers issued to AD (4 weeks prior to meeting) Steering Committee Meeting Letters of offer issued

61 Finally. Thank you for your attendance at the Workshop. SEUPB are available for points of clarity or one-toone meetings if required. Every success with your application.

62 FEEDBACK AND Q&A