Call for Proposals Practicalities: contractual and financial issues and application

Similar documents
ANNEX. to the COMMISSION DECISION

Mono-Beneficiary Model Grant Agreement

Marina ZANCHI DG Research Directorate N International scientific cooperation

Administrative, Financial and Operational Aspects of Project Management

DRAFT GUIDE FOR APPLICANTS GRANTS FOR ACTIONS CO-FINANCED WITH MEMBER STATE AUTHORITIES (JOINT ACTIONS)

GENERA guidelines on reporting. Kick-off Meeting Brussels. Paula Mota Alves

Coordinators' day on ICT PSP project management Financial Issues, Reporting, payments, cost claims and Certification Modalities

Administrative and financial aspects: recommendations for the preparation of proposals

Annex VI. Model terms of reference for the Certificate on the Financial Statements

Project management - WP2

PROJECT IMPLEMENTATION DOCUMENT NO.2 REPORTING TEMPLATES & E-TOOL

P Periodic project report Please remove this front page when using the template

Certification of Financial Statements for ICT PSP projects

FINANCIAL PLAN for CONSTRUCTION and EXPLOITATION PHASE

Financial Webinar. IMI 2 projects :00 CET

RESEARCH TRAINING NETWORKS

Multi-Beneficiary Model Grant Agreement

Item 11 of the Agenda The ESSnet projects: the way forward Theme 6.10.

e-application Form User Guide ENI CBC Med Programme - Managing Authority Regione Autonoma della Sardegna

PROGRAMME MANUAL. Guide for applicants and project partners responding to the calls for proposals of the South-East Finland Russia CBC

CERTIFICATES ISSUED BY EXTERNAL AUDITORS GUIDANCE NOTES FOR BENEFICIARIES AND AUDITORS

PROGRAMME MANUAL. Guide for applicants and project partners responding to the calls for proposals of the South-East Finland Russia CBC

Multi-Beneficiary Model Grant Agreement

Call for Proposals Action 1 Promoting Cluster Excellence (62/G/ENT/CIP/13/C/N04C031) Financial Aspects

Multi-beneficiary Model Grant Agreement

Mono-Beneficiary Model Grant Agreement

AUDIT CERTIFICATE WORKING NOTES 6 TH FRAMEWORK PROGRAMME

Project costs have to be actually incurred due to the project implementation, in order to be considered as eligible costs.

Project Administration

Guide for Applicants

Proposal Template (Technical Annex) ECSEL Innovation Actions (IA) ECSEL Research and Innovation Actions (RIA) Calls 2017

Erasmus Call for Proposals. Capacity Building in the field of Higher Education

Multi-beneficiary Model Grant Agreement for Members

Hercule III Programme. Guide for Applicants. Version 1.0

European Metrology Programme for Innovation and Research (EMPIR) Multi-beneficiary Model Grant Agreement. (EMPIR MGA - Multi)

KA2 Strategic Partnerships Financial Management. 21st September

FP6 Contract and Financial Reporting. The Basics for EC Consortia. Linda Polik Research Services

SUNFRAIL Final conference

FAQ. Questions and answers relating to the 2014 call for proposals for NGO operating grants for funding in 2015 (Latest update September 2014)

Annex II Draft specific grant agreement

2008 CALL FOR PROPOSALS FOR PROJECTS PROGRAMME OF COMMUNITY ACTION IN THE FIELD OF HEALTH ( ) (Text with EEA relevance)

Call title: FP7-SCIENCE-IN-SOCIETY

CONTRACTUAL AGREEMENT BETWEEN THE CONTRACTOR AND THE PARTNER

Guidelines for the Use of the Grant

Full Application Form

ANNEX III FINANCIAL and CONTRACTUAL RULES I. RULES APPLICABLE TO BUDGET CATEGORIES BASED ON UNIT CONTRIBUTIONS

STRATEGIC ACTION PLAN GUIDELINES & MODEL

Kick off meeting objectives

European Commission THE FIFTH FRAMEWORK PROGRAMME. This document can be downloaded from URL:

Annex III Model specific grant agreement

Terms of Reference for the Fund Operator The EEA and Norway Grants Global Fund for Regional Cooperation EEA and Norwegian Financial Mechanisms

ADRION 2nd Call for Proposals - Priority Axis 2 Technical guidance on how to submit a project proposal using the on-line application system ems

Financial Guidelines for Beneficiaries EDCTP Association October 2016

Project Selection Criteria Transnational Cooperation Programme Interreg Balkan Mediterranean

Information Session on the Calls for Expression of Interest in the fields of municipal infrastructure and socio-economic support.

Framework Program 6 - CPF Editor SUBJECT: Frequently Asked Questions

Audit certificates. Training Seminar Brussels 28 November 2006

SELECTION CRITERIA. for applications submitted to the INTERREG V-A Austria-Hungary Programme

ITN 2010 Finance and Budget

DG Justice & Consumers. Project Management.General Principles

A CEPR / DFID Research Initiative MAJOR RESEARCH GRANT BUDGET GUIDELINES

AUDIT CERTIFICATE GUIDANCE NOTES 6 TH FRAMEWORK PROGRAMME

Brussels, 11 May FP7 Audit. DG RTD Unit M2

ESA TENDERING STANDARDS FOR EXPRESS PROCUREMENT ( EXPRO & EXPRO+ ) PROPOSAL TEMPLATE V5

Guide for Applicants

This document is meant purely as a documentation tool and the institutions do not assume any liability for its contents

Eligibility of costs in the Horizon 2020 funded EUROfusion project

H2020 General Model Grant Agreement Multi (H2020 General MGA Multi)

GUIDANCE HOW TO APPLY VIA THE ELECTRONIC MONITORING SYSTEM INTERREG V A LATVIA LITHUANIA PROGRAMME

FCH 2 JU GRANT AGREEMENT

or institution which in turn is a member of the International Federation of Accountants (IFAC).

Guide to Financial Issues relating to ICT PSP Grant Agreements

Amendment Request Form National Authorities for Apprenticeships

COMMISSION IMPLEMENTING DECISION. of

ESA TENDERING STANDARDS FOR EXPRESS PROCUREMENT ( EXPRO & EXPRO+ ) PROPOSAL TEMPLATE V5

Project Progress Report User Guide

European Maritime and Fisheries Fund Guide for Applicants

Preparatory support... 4 Q. In the context of multi-funded CLLD, can preparatory support be funded by one Fund only?. 4

GUIDE FOR PROJECT IMPLEMENTATION

SEB Telebanka. User Manual 2.0

Financial Rules in FP7 Projects

GUIDE FOR FILLING IN THE APPLICATION FORM 4TH CALL. Central Baltic Programme Version 4.0 ( )

Tips on Administrative issues and Financial Reporting KOM ANYWHERE Soraya Hidalgo European Projects Office - UPC

CEI Know-how Exchange Programme (KEP) KEP AUSTRIA Call Expression of Interest

Shift2Rail Joint Undertaking

BUDGET JUSTIFICATION INSTRUCTIONS

3 rd Call for Project Proposals

Construction Budget Application Using Procorem

IMI2 PROPOSAL TEMPLATE

Partnership Agreements

Factsheet N 6 Project implementation: delivering project outputs, achieving project objectives and bringing about the desired change

MODEL FOR THE CERTIFICATE ON THE FINANCIAL STATEMENTS

Guidelines for the AF DSP call for proposals

Katerina Tzitzinou, FP7 Legal & Financial NCP A practical guide for understanding EC funding and rules of participation

Cross Border Co-operation between Bulgaria & Romania Multi-annual Programme Project Fiche for Programme Support

GUIDELINES TO FINANCIAL REPORTING. COSME Finance Sector C1.2 SAG meeting 14 October 2016

VAT REFUND USER GUIDE

ENI CBC PROGRAMME LATVIA-LITHUANIA- BELARUS INSTRUCTIONS FOR COMPLETING THE GRANT APPLICATION FORM

2 nd INDEPENDENT EXTERNAL EVALUATION of the EUROPEAN UNION AGENCY FOR FUNDAMENTAL RIGHTS (FRA)

SIU Management and Monitoring System PROGRESS REPORT USER MANUAL PART 2

Transcription:

Call for Proposals 2007 Practicalities: contractual and financial issues and application National Information Day Ministry of Health Republic of Bulgaria Sofia, 28 March 2007

Who can submit? - Participating countries and types of participants The EU 27 Member States Turkey EFTA/EEA: Iceland Lichtenstein Norway

What makes a good proposal? - Logical structure specific objectives activities (work packages) outcomes & deliverables - Clear relevance to policy context; appropriate technical approach; efficient management - Budget realistic and balanced between partners - Reasonable number of partners

Main Partner = Coordinator - Responsibility to ensure the project implementation as per the grant agreement - Technical, financial and administrative management responsibility - Contact point between the agency and the associated partners - Responsibility, in case of audits, to provide all documentary evidences

Associated partner - Depending on the action to be performed the main partner may associate a number of other partners - The associated partners shall ensure all data, reports, financial documents, provided for in the grant agreement are delivered to the main partner - Large numbers of associated partners have proven difficult to manage

Sub-contractor - The sub-contractor is a service provider to either the main or an associated partner - Sub-contracting may be required. Awarding sub-contracts can be more cost effective or can be justified by the nature of the action - The core activities of the action cannot be sub-contracted - Sub-contractors are no financial contributor to the project - They have no access nor rights to the results of the action - Main or associated partners cannot be sub-contractors, but collaborating partners

Collaborating partner - Increase the technical and scientific quality of the project - Not mandatory in a project - No contractual relationship with PHEA - Cannot neither contribute financially nor in kind to the project; nor receive funding ( only travel)

Eligible - non eligible costs & Incomes

Eligible costs Must be: - Connected with the subject of the grant agreement - Necessary for the performance of the action - Reasonable and justifiable - Generated during the lifetime of the action - Actually incurred (& booked in the accounts) - Identifiable - Exclusive of any non-eligible costs

Direct Eligible Costs Directly linked/booked to the action: 1) Staff 2) Travel and subsistence 3) Equipment 4) Consumables 5) Sub-contracting 6) Other costs

Non eligible costs - Return on capital - Debt and debt service charge - Provisions for losses and future liabilities - Interest owed - Doubtful debts - Exchange losses - VAT, unless the beneficiary can demonstrate its inability to recover it - Costs declared by a beneficiary and covered by another action - Excessive or reckless expenditure - Contributions in kind

Incomes - The incomes represent the way the costs are funded The beneficiary initially pays for 100% of the costs But the EC shall contribute to reimburse a maximum 60% of the eligible costs (I1) The net contribution of the beneficiary is thus minimum 40% of the eligible costs (I3)

Incomes (2) - The beneficiary has the option to seek alternative ways of funding via third parties (I5) - The beneficiary may count on incomes produced by the project (I4) - Other current grants may already cover part of the costs (I6)

Application form

Hard / SoftwareRequirements - XP SP2; Vista; Win2003; Win2000 SP4; OSX PowerPC 10.4.4; OSX Intel 10.4.4 - Processor: Pentium III; PowerPC G3 - RAM: 256 MB (512 recommended) - HD: around 150 MB - CD burner - Adobe Reader ver. 8.0

Reader v.8 and v.7 - Problems in v.7 (file size, print size, RAM, opening in IE) - Only version 8.0 supported (next versions should open it) - Get the form at http://ec.europa.eu/phea/calls/call_for_proposals_en.html - Application form or complete file email for information on updates

Presentation of the form - 1 part only - Dynamic PDF technology Information is encoded only once Automatic calculations Uniformity of submitted projects - 1 language EN - Main partner has to fill in the form

Presentation of the form - 1 part only - Dynamic PDF technology Information is encoded only once Automatic calculations Uniformity of submitted projects - 1 language EN - Main partner has to fill in the form

How to fill in the form - Open the form (Adobe Reader 8.0) - You can save/close and re-open your document as often as you need - You may type your text in any word processors and copy it into the form

Dynamic structure - Depending on number of partners, number of calculations by post, updates, saving, printing - it may take some time - Dropdown lists - Highlighted fields - Associated partners: Cancel/Clear instead of Delete

Field types - Mandatory fields All fields in red & marked with an asterisk (*) - Text fields All limited (see the guide) - Date fields Always use the format yyyy-mm-dd

Field types - Numeric field format Amounts (no decimal allowed) - Drop down lists Priority area, Duration, Country Date fields - Automatically completed fields Striped bright zones (calculation & partners information)

Field types - Dynamic fields: number of partners; number of work packages; specific objectives and deliverables budget

Validation - Validation button - Only on mandatory fields - Calculation (Budget breakdown by partner) Amounts appear in red when: Balance is not null EU contribution exceeds 60% Overheads exceed 7% of expenses Total income = 0

Lock the form - Validate data - Verify if the information is correct - Save it! - Lock the document - A reference number will appear - Save as - Form can no longer be changed!

Evaluation criteria

General principles - Co-financing rule - Non-profit rule - Non-retroactivity rule - Non-cumulation rule

General principles - Calls of the Public Health Programme are competitive - Projects are compared both to the work programme and among themselves: marks will yield position on ranking list

Three categories of criteria - Exclusion Criteria the applicant s eligibility + completeness of proposal - Selection Criteria financial and operational capacity - Award Criteria quality of the project taking into account its cost

Award Criteria Any Community funded Project evaluation has to address 3 sets of elements: - Technical quality - Management quality - Relationship with Community policies

- Evidence base Technical quality 1 description of the problem analysis, the factors, the impact, the effectiveness and applicability of measures proposed - Content specification aims and objectives, target groups including relevant geographical factors, methods, anticipated effects and outcomes - Innovative nature, technical complementarity avoidance of duplication of other existing actions at EU level

- Evaluation strategy Technical quality 2 kind and adequacy of methods proposed and indicators chosen - Dissemination strategy adequacy of envisaged strategy and methodology proposed to ensure transferability of results and sustainability of the dissemination

Management quality (including budget) - Planning and organisation of the project description of activities, timetable and milestones, deliverables, nature and distribution of tasks, analysis of risk - Organisational capacity description of the management structure, staff s competencies, responsibilities, internal communication, decision making, monitoring and supervision

Management quality 2 - Quality of partnership extensiveness, roles and responsibilities, relationships among the different partners, synergy and complementarity of project partners and network structure - Communication strategy planning, target groups, adequacy of channels used, visibility of EU co-funding

Management quality 3 - Overall and detailed budget it must be relevant, appropriate, balanced and consistent in itself, between partners and with the specific objectives of the project it should be distributed within partners at a minimum reasonable level, avoiding excessive fragmentation - Financial management description of the financial circuits, responsibilities, reporting procedures and controls

Policy and context relevance 1 - Contribution to the PH Programme and Annual work plan - Strategic relevance to the existing knowledge and health status - Adequacy of the project with social, cultural and political context in which they are implemented

Policy and context relevance 2 - Added value at European level impact on target groups, long term effect and potential multiplier effects such as replicable, transferable and sustainable activities contribution to, complementarity, synergy and compatibility with EU relevant policies

Policy and context relevance 3 - Pertinence of the geographical coverage In respect of the project s objectives, the role of the eligible countries as partners and the relevance of the project resources or target populations they represent national, sub-national or regional dimension proposals will be rejected

For other questions - http://ec.europa.eu/phea/calls/call_for_proposals_en.html - Frequently asked questions - Helpdesk: Telephone: +352-4301 - 37707 Fax: +352-4301 - 30359 E-mail: phea-php-calls@ec.europa.eu