South East Europe Transnational Cooperation Programme Bologna, 15° June 2009 Kick-off meeting of project SARMa SEE Joint Technical Secretariat.

South East Europe

Transnational Cooperation Programme

Bologna, 15° June 2009

Kick-off meeting of project SARMa

SEE Joint Technical Secretariat

Group 1: The “Interested” – meeting minimum formal standards: 691 formally ok EoIs, 5.900 project participants (Lead partner & project partner), requested ERDF contribution EUR 957

Mio

Group 2: The “Selected” for full application: 95 EoIs, around 1120 project participants (Lead Partner & Project Partner), requested ERDF contribution

EUR 170 Mio

Group 3: The “Full Applicants”: 90 submitting Full Applications

Group 4: The “Eligible”: 71 meeting the formal and eligibility criteria requested ERDF contribution EUR 128,6 Mio

Group 5: The “Project Owners” selected for contracting: still pending (42 including projects approved and approved under condition)

The “dimension” of the 1st call for proposals

P1. Facilitation of innovation and entrepreneurship

P2. Protection and improvement of the environment

P3. Improvement of the accessibility

P4. Development of transnational synergies for sustainable growth areas

Develop technology & innovation

networks in specific fields

Develop the enabling environment for

innovative entrepreneurship

Enhance the framework conditions and pave the

way for innovation

Improve integrated water management

and flood risk prevention

Improve prevention of environment

al risk

Promote cooperation in management of natural assets and

protected areas

Promote energy

and resource efficienc

yImprove coordination in promoting planning and operation

for primary & secondary transportation networks

Develop strategies to

tackle the “digital divide”

Improve framework conditions for multimodal platforms

Tackle crucial problems affecting metropolitan areas

and regional systems of settlements

Promote a balanced pattern of attractive

and accessible growth areas

Promote the use of cultural values for

development

The Area of Intervention 2.4

The general purpose of the AoI 2.4 related to energy and resource efficiency has resulted in a high number of projects concentrating around a limited number of topics (e.g. proposing energy efficiency of public buildings, building networks of energy agencies, analysis of the state of art of the renewable energy sources). This has shown often limited knowledge of the topic and limited capitalisation of results of previous projects implemented at a national land European level (especially IEE). A stronger focus on the transnational aspect of the management of renewable energy sources and the stronger involvement of energy providers was expected.

Financial data, costs per AoI

AoINo Pro-

jectsTOTAL Budget

in % of total

TOTAL IPAin % of

total

Invest-ment

budget (ERDF)

in %

Equip-ment

budget (ERDF)

in %

spending

forecast 1st

period (ERDF)

in %

spending

forecast 2nd

period (ERDF)

in %Cost WP1

(ERDF)in %

Cost WP2 (ERDF)

in %

1,1 5 8.708.125 10% 576.561 7% 0 0% 85.867 1% 1.456.553 17% 1.767.198 20% 1.650.610 19% 1.944.832 22%

1,2 5 9.652.646 11% 883.175 9% 0 0% 82.200 1% 1.426.327 15% 2.268.471 24% 2.244.185 23% 1.569.649 16%

1,3 3 4.828.914 6% 594.055 12% 107.000 2% 269.780 6% 799.957 17% 848.406 18% 1.121.126 23% 697.300 14%

2,1 3 11.536.793 13% 817.202 7% 0 0% 234.230 2% 932.279 8% 1.793.379 16% 1.568.630 14% 1.551.491 13%

2,2 4 7.863.215 9% 1.202.750 15% 242.000 3% 164.350 2% 849.059 11% 1.207.744 15% 1.158.651 15% 907.708 12%

2,3 2 4.734.665 5% 307.140 6% 290.000 6% 248.990 5% 700.586 15% 1.082.880 23% 764.662 16% 1.097.537 23%

2,4 4 7.470.120 9% 750.534 10% 60.000 1% 270.400 4% 1.120.152 15% 1.690.556 23% 1.317.525 18% 1.287.618 17%

3,1 2 3.882.614 4% 437.904 11% 0 0% 285.500 7% 262.039 7% 781.016 20% 615.803 16% 439.716 11%

3,2 1 1.134.750 1% 391.000 34% 163.000 14% 30.000 3% 154.900 14% 213.500 19% 215.000 19% 95.000 8%

3,3 2 5.157.800 6% 680.000 13% 0 0% 23.000 0% 654.962 13% 978.429 19% 1.176.593 23% 748.163 15%

4,1 5 9.906.916 11% 601.949 6% 0 0% 145.800 1% 1.184.143 12% 2.008.330 20% 2.127.858 21% 1.759.027 18%

4,2 6 12.899.740 15% 1.085.730 8% 1.600 0% 297.750 2% 1.431.445 11% 2.348.835 18% 3.050.228 24% 2.030.013 16%

4,3

Total 42 87.776.297 100% 8.327.999 9% 863.600 1% 2.137.867 2% 10.972.403 13% 16.988.745 19% 17.010.869 19% 14.128.053 16%

WP1: Management WP2: Communication

Contracting – signing of the Subsidy Contract

• The subsidy contract will be concluded between the Lead Partner (ERDF) and the Joint Technical Secretariat (JTS) on behalf of the Managing Authority (MA)

• The Subsidy Contract is going to be prepared and signed first by the JTS and will be sent to the Lead Partner. The Lead partner has to send back to the JTS the signed originals within 21 days (max. 15 working days) from the reception.

The Project Implementation

Projects approved with conditions will be asked – before signing the Subsidy Contract – to resubmitted project’s documents that have changed

(addendum of the Partnership Agreement, revised Application Form, new Declaration and Co-financing Statements).

Starting up the projects

• The projects can start the implementation after approval by the Monitoring Committee: 11 March 2009

The Project Implementation (2)

Important: Starting date & end date of the project are fixed in the subsidy contractExpenditure of the IPA partners are eligible only from the date of signature of the Grant Contract

Reporting

• The Lead Partner should give account of the general progress of the whole project in a Progress Report. The specific descriptions of the activities and outputs have to justify the reported expenditures of the different project partners that are claimed for the reporting period.

• The Financial part has to present the expenditure incurred, paid and validated by the ERDF project partners during the reporting period which are the basis for the Application for reimbursement.

• The LP summarise the activities of the IPA partners of the project reporting also briefly the status of their contractual and reporting procedures, as well as their reported expenditures.

• The SEE Programme will reimburse the requested ERDF contribution for a LP only in case its connected progress report is accepted by the JTS.

Reporting (2)

The Project Partners’ role in reporting:

• Project Partners collect documentation proving their expenditures, and get them validated according to the national control system

1. each ERDF PP should prepare and submit to the national First Level Control, and that will be the basis also for the Declaration of their expenditures that will be part of the LP’s application for reimbursement of project costs

2. report of a PP towards the LP to help them prepare the main Progress Report

• Every single Project Partner must contribute to the compilation of each Progress Report. This is valid also for Project Partners without financial contribution and Project Partners from non-EU member states.

As a recommendation for the LP as well as PPs: build up your own monitoring and evaluation system in order to regularly check how the project proceed!In this respect the Partner Report can also be a useful tool for that.

Reporting deadlines:

• As a general rule, the Lead Partner has to submit the progress report and the application for reimbursement twice a year, on a six-month basis. The reporting periods will be fixed in the subsidy contract.

• The first progress report and application for reimbursement have to cover the preparation costs of the project and the project expenditure incurred and paid within the first reporting period.

– End of first reporting period: 31 August 2009 – First deadline for submission: 1 December 2009

• New reporting tool: Monitoring and Information System of the Programme (more information to LPs at the LP seminar + training)

Reporting (3)

The LP and the project partners have to consider the timeframe of the reimbursement of Funds (when setting the payment deadlines of contracts, mainly!)

Timeframe for reimbursement

Financial management of the project

3. LP prepares Progress report and AfR and submits to the JTS

2. LP verifies that the expenditures presented has been validated by the controllers

4. JTS Verifies the Progress reports and Application for reimbursement + Declarations of the Controllers

6. Reimbursement of ERDF contribution to the LP by the Financial Transfer Unit

1. Project Partners collect documentation proving their expenditures, and get them validated according to the national control system

7. LP transfers ERDF contribution to Project Partners

LP Deadline:3 months from the end of the reporting period!

Approval + reimbursement procedure: circa 3 months !

5. Initiation of the reimbursement process by submitting the verified AfRs to the FTU

Best wishes for a successful partnership and project’s implementation!