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APEC PROJECTS’ FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

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2010 APEC PROJECT CYCLE: SESSION 2 Stage 1: Concept note development and submission Prepare the Concept Note. Submit the Concept Note to related APEC forum (Forum Deadline). Review and rank the Concept Note by APEC forum (Forum Deadline). Submit the endorsed and ranked Concept Note to Secretariat (By June 9).

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Page 1: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

APEC PROJECTS’ FUNDING PROCESS: THE NEW CONCEPT NOTE

Chen-Sheng Ho, Ph.D.Associate Research FellowChinese Taipei APEC Study Center, TIER

Page 2: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

PRESENTATION PURPOSE

Describe the process and the latest timeline. Provide suggestions for completing the Concept Note.

Page 3: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

2010 APEC PROJECT CYCLE: SESSION 2Stage 1: Concept note development and submission

Prepare the Concept Note. Submit the Concept Note to related APEC forum (Forum

Deadline). Review and rank the Concept Note by APEC forum

(Forum Deadline). Submit the endorsed and ranked Concept Note to

Secretariat (By June 9).

Page 4: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

2010 APEC PROJECT CYCLE: SESSION 2Stage 2: Priority assessment of concept notes

Review and rank the Concept Notes by Committees and SFOM using the APEC Funding Criteria (By June 16).

If required, each economy’s Principal Decision-Maker (PDM) would prioritize concept notes (By June 24).

BMC approves concepts notes (By June 23).

Page 5: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

2010 APEC PROJECT CYCLE: SESSION 2Stage 3: Quality assessment of full project proposals

Develop the project proposal (ASAP). A new proposal template is under BMC consideration.

Page 6: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

THE CONCEPT NOTE

Introduction

Specify amount being sought from APEC: Travel; Hosting; Labor Costs; Publication & Distribution; and Other.

Submit Concept Note of not more than three pages in Arial 10 or Times New Roman 11.

Page 7: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

THE CONCEPT NOTE

Clarifying the Objective

Be realistic about achieving objectives. Measurable with the stating of indicators of

achievement. A maximum of three objectives.

Page 8: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

THE CONCEPT NOTE

Ensuring Relevance

Answering 1st Question: State statements by Leaders, Ministers and fora.

Answering 2nd Question: State reasons, such as enhancing cooperation, addressing challenges, promoting capacity building, sharing of ideas, and generating benefits.

Focus more on the second question.

Page 9: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

THE CONCEPT NOTE

Developing the Methodology

Describe the timelines and dates for key events. Relate the beneficiaries and stakeholders (APEC and

non-APEC). Link the proposed project with previous projects to show

continuity. State the plan to communicate the results of the project

to others.

Page 10: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

APEC PROJECT EVALUATION CRITERIA Relevance: Contribute to APEC goals. Effectiveness: Add value for APEC; SMART (Specific,

Measurable, Attainable, Realistic and Timely). Efficiency: Achieve “best bang for the buck.” Follow

APEC budget guidelines. Impact: Indicate the beneficiaries and benefits. Provide

plan to communicate findings. Sustainability: State the methods to ensure continuity of

activities.

Page 11: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

PROGRAM DIRECTOR: KEY THINGS TO REMEMBER Be realistic about what you can achieve. Be specific about who will benefit and how stakeholders

will be involved. Show that you’ve done your homework. Be accurate in developing your budget. Remember the audience: not all proposal readers will be

an expert.

Page 12: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

建 議爭取各會員之認同與支持:於提交計畫概念文件之前(評估優先順序階段),加強與所屬論壇及委員會成員說明提案之重要性,爭取支持。

與 PD密切聯繫:掌握論壇內概念文件送交時程 與 APEC秘書處密切溝通改善計畫品質:於提交完整計畫提案前(評估計畫品質階段),為確保計畫品質獲秘書處滿意之評估,可以電話或電子郵件等方式與秘書處密切溝通。

Page 13: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

協助檢視概念文件稿,請聯繫:APEC研究中心何振生博士電話: 02-25865000 ext. 543

郵件: [email protected]

審查程序之疑問,請聯繫:外交部國際組織司陳瓊玉秘書電話: 02-2348-2539

郵件: [email protected]

Page 14: APEC PROJECTS FUNDING PROCESS: THE NEW CONCEPT NOTE Chen-Sheng Ho, Ph.D. Associate Research Fellow Chinese Taipei APEC Study Center, TIER

THANK YOU