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European Trade Union Institute (ETUI)
Information Day
ICTU-ETUI , 6 April 2011
Silvana Pennella© etui 2
Using projects in a strategic way
A project is generally defined as a programme of work to bring about a beneficial change and which has:
Start and end Multi-disciplinary team
Constraints of time, cost, quality
Unique scope Uncertainty
Silvana Pennella© etui 3
Using projects in a strategic way
● Project ideas should be prioritised● Project managers, typically, will not be the ones
developing overall strategic plan, but they must be familiar with the strategy and work within it
● Projects conducted outside the strategic framework are wasteful and ultimately unproductive
Silvana Pennella© etui 4
Using projects in a strategic way
High quality expectations of funding programmes Projects expected to contribute to improving the quality of education in
Europe by developing and disseminating high quality products and outcomes
Projects should also expect to provide a systematic overview of a thematic field at European level
Role of ETUC in developing consensus and prioritising actions The level of funding does not necessarily correspond with these high
expectations – benefits expected to outweigh costs Avoid “chasing the money”; focus on common needs and identify
options to accommodate all
Silvana Pennella© etui 5
The impact and sustainability
Projects are expected to have an impact not only within the partner institutions of the consortium and its immediate environment, but within European education generally
The project is expected to have benefits beyond its lifetime Effective dissemination will improve the accessibility and
visibility of the project’s activities and outcomes Mainstreaming will exploit the results and validate the
project.Ensure project outcomes are sustainable and can be applied to and achieved by other groups
Good practices
Silvana Pennella© etui 6
Exploitation and sustainability
Dissemination and exploitation should be carefully planned and partners encouraged to develop individual dissemination plans
Consider informal dissemination – awareness within own organisation and amongst associated non-consortium organisations
Utilise new technology to disseminate effectively – web sites, twitter, blogs, etc.
Do not ignore traditional methods – leaflets, conferences, etc.
Silvana Pennella© etui 7
GOOD PRACTICE
“A camel is a horse designed by a committee”
ObjectiveResult
Silvana Pennella© etui 8
Cooperation
Ensure involvement of consortium partners, administrative and financial team during the planning stage
The various project tasks are agreed, fully discussed and clarified , the reporting regime and commitment required are fully understood by each partner
Continue to involve members of the financial team in the broader work of the project
Regular communication with the partner organisations Carefully consider the time and resources required to
implement project – the project will require dedicated staff time
Silvana Pennella© etui 9
Cooperation
Open dialogue with potential partners at an early stage Involve and consult partners prior to and regularly during
the application process Factor in time for drafting and reviewing contributions from
partners Working with existing networks Working with ‘older’ partners as well as new will limit
possible difficulties
Silvana Pennella© etui 10
EU Budget headings , Programmes,Structural Funds
● Differences● Procedures : calls for proposals published in Official
Journal● Guidelines
objectives/priorities/target/eligibility/procedure/EU funding/length of projects/
● Different in each Call and Grant –plan the time to read
Silvana Pennella© etui 11
Funding opportunities for trade unions
● DG EMPLOYMENT ,SOCIAL AFFAIRS and INCLUSION● DG EDUCATION AND CULTURE● OTHER DGs ( Research, IPA, EuropeAid, Development,
Justice and Fundamental Rights, Communication)
Silvana Pennella© etui 12
DG Employment social affairs and inclusion
● Budget headings supporting social dialogue● Progress: equality,employment,social protection and
integration, working conditions, discrimination● Globalization Fund● European Social Fund
Silvana Pennella© etui 13
Industrial Relations and social dialogue 04.03.03.01
Aim: promoting social dialogue at cross-industry and sectoral level ,on
● modernisation of the labour market, quality of work, ● anticipation, management of change and restructuring,
flexicurity, skills, mobility and migration, youth employment,
● contributions to the health and safety strategy, reconciliation of work and family life, gender equality, action in the field of anti-discrimination, active
ageing,inclusion and decent work.
Silvana Pennella© etui 14
Industrial Relations and social dialogue 04.03.03.01
● 2 sub-programmes
►European social dialogue►Industrial relations
Silvana Pennella© etui 15
Eligible activities and promoters 04.03.03.01
► Meetings, seminars, conferences;
► Surveys and studies;
► Networks, round tables ;
► Training events● National or regional social partner organisations; european
social partners; research centres and institutes, universities;
● Non-profit-making networks of companies or of workers’orgs
Silvana Pennella© etui 16
EU grant
● 12 months● 80% eligible costs ● 20% own contribution● Average EU funding: 184.000 €
Silvana Pennella© etui 17
Deadlines in 2011
● 25 March 2011 (start of the action 25.5.2011 and 22.12.2011)
● 30 August 2011(start of the action 30.10.2011 e 22.12.2011)
● Procedure: directly to DG Employment
Silvana Pennella© etui 18
Information and training measures for workers‘ organisations- 04.03.03.02
● Objectives:to grant information and training measures on the implementation of the European Union action in the social dimension of the internal market, including gender equality issues, and monetary union
● Eligibility :social partner organisations representing workers, at European, national or regional level,with legal status, and registered offices in EU
Silvana Pennella© etui 19
Information and training measuresfor workers' organisations- 04.03.03.02
● EU funding: 90% eligible costs ● Average grant : 150.000 €● Participants to the action: from UE and candidates ● 18 April 2011 (start between 18.6.2011 and 22.12.2011)● Procedure: directely to the DG Employment
Silvana Pennella© etui 20
Information,consultation and participation of representatives of undertakings- Budget heading 04.03.03.03
Aims
►strengthening transnational co-operation between workers' and employers' representatives in respect of information, consultation and participation within undertakings operating in more than one MS
► fostering the development of employee involvement in undertakings, by promoting Directives on EWC, European Company and European Cooperative Society , on cross-border mergers, and fostering transnational company agreements
Silvana Pennella© etui 21
Eligible activities
►Conferences, seminars, short training actions and exchange of information and good practices involving workers' and/or employers' representatives
►Analysis papers
►Websites, publications, newsletters and other means of dissemination of information
Silvana Pennella© etui 22
Eligible promoters
● Representatives of workers or employers, thus: ● for workers: works councils or similar bodies ensuring the general
representation of workers; regional, national, European, sectoral or multi-sectoral trade unions based in one of the EU Member States
● for employers: the management of the undertakings, organisations representing employers at regional, national, European, multi-sectoral or sectoral level
● Joint proposals● Research bodies or education institutes , mandated by social partners● Important to involve Candidate countries
Silvana Pennella© etui 23
EU funding deadlines and procedure
● EU grant: max 80% ● Average grant: € 130 000● Deadlines
28.3.2011 (for activities starting not before 28.5.2011)
6.9.2011 (for activities starting between 6.11.2011 and il 22.12.2011)
● Procedure: directely to the DG Employment
Silvana Pennella© etui 24
Common elements of budget headings for social dialogue
● Proposals as implementation of Europe 2020 strategy and its flagships
● European year 2012 on active ageing● Yearly calls (launch Jan/February)● Transnationality● ETUI training : early February each year
Silvana Pennella© etui 25
Programme PROGRESS
● employment ● social protection and social inclusion ● working conditions ● anti-discrimination and diversity ● gender equality
Silvana Pennella© etui 26
Eligible applicants ,EU funding and Procedures
● Public and private bodies, actors and stakeholders, from Member States, local and regional authorities, public employment services and national statistical offices, research bodies and universities, social partners, and NGOs. Candidate countries are also eligible
● A maximum of 80% co-financing ● Calls for proposals
Silvana Pennella© etui 27
EGF - European Globalisation Adjustment Fund
Measures
Job-search assistance, occupational guidance, tailor-made training and retraining including IT skills and certification
Time-limited measures, such as job-search allowances, mobility allowances or allowances to individuals participating in lifelong learning and training activities.
Silvana Pennella© etui 28
EGF: How does it fit in with other EU funds
The EU Structural Funds, in particular the European Social Fund (ESF), support the anticipation and management of change with activities, such as life-long learning, with a strategic and long-term perspective. The EGF, on the other hand, provides one-off, time-limited individual support geared to helping workers who have suffered redundancies as a result of globalisation.
Silvana Pennella© etui 29
Procedure
EGF Contacts - Ireland● Mr Padraig CREED
Employment and Training Strategy Unit, Department of Education and Skills, [email protected]
● Mr John Mc DERMOTT,[email protected]
● Mr Pat HAYDEN, [email protected]
Silvana Pennella© etui 30
Programme YOUTH 2007-2013
● the EU’s mobility and non-formal education programme targeting young people aged between 13 and 30 years
Open to● a non-profit or non-governmental organisation; ● a local, regional public body; ● an informal group of young people; ● a body active at European level in the youth field (ENGO )● profit-making organisation organising an event in the area
of youth, sport or culture
Silvana Pennella© etui 31
Programme YOUTH 2007-2013
● Action 1 - Youth for Europe ● Action 2 - European Voluntary Service ● Action 3 - Youth in the World ● Action 4 - Youth Support Systems ● Action 5 - Support for European cooperation in the youth fi
eld ● Procedure: according to the action
Silvana Pennella© etui 32
IPA-EUROPE AID/Civil Society
Empowerment of Women for Western Balkans and Turkey ● Study tours, regional awareness, campaigns for
womens’rights, gender, women empowerment ● Information, networking, benchmarking ● Open call ►31.5.2011
Silvana Pennella© etui 33
Programme Europe for Citizens 2007-2013 Aims
● Giving citizens the opportunity to interact and participate in constructing an ever closer Europe
● Developing a sense of European identity ● Fostering a sense of ownership of the European Union
among its citizens ● Mutual understanding between European citizens,
respecting and promoting cultural and linguistic diversity whilst contributing to intercultural dialogue.
Silvana Pennella© etui 34
Programme Europe for citizens 2007-2013
● Action 2 - 'Active civil society in Europe' ● support for projects initiated by civil society organisations
(this activity replaces the previous separate calls for proposals run by cross-sectoral trade union organisations, NGOs and European associations/federations).
● Debates, exchanges, visits to EU institutions ● Yearly Call ● Also Croatia, The former Yugoslav Republic of Macedonia,
Albania
Silvana Pennella© etui 35
The transnational project work
Transnational cooperation requires a specific set of values and often the development of new working practices
Diversity of institutions (and approaches) Diversity of individuals, expertise, experience ,age, role,
etc. A consortium with a range of expertise and experience and
inclusion of partners with limited knowledge of subject area is considered good for transfer of knowledge helping the ‘cross-fertilisation’ of ideas
Need to transform disparate (and dispersed) group of individuals into a competent functioning project team capable of delivering results to strict timetable
Silvana Pennella© etui 36
The transnational project work
Select appropriate partners that have right combination of expertise and experience – tasks allocated appropriately
Vary the geographical partnership – north/south old/new member states
Combination of types of partner – expertise may need to be subcontracted, evaluator should be external and independent research specialist/institute
Ensure support staff are experienced and understand the project objectives and procedures
Ensure all partners understand the European priorities and their requirements
Silvana Pennella© etui 37
The transnational project work
Make the most of face-to-face meetings including those of the Project Management team
Clearly define roles and responsibilities within the team Distribute the work evenly between the partners and
individuals Consider allocating tasks to smaller groups that may share
knowledge of specific areas
Silvana Pennella© etui 38
The transnational project work
Language barriers, different values, norms, cultural habits and different work cultures (including within national trade union confederations) can lead to misunderstandings
Communication between partners can be a time-consuming and process and can lead to delays in activity
Huge benefits from diversified input of European partners and the consortium ‘blend’ is significant and important to the Commission
Silvana Pennella© etui 39
The transnational project work
Clearly defined partnership agreements are crucial (and a Commission requirement)
Joint working terminology is helpful Understanding each other’s circumstances – work realities,
patterns, responsibilities and contexts Individuals need to be aware and conscious of possible
issues – culture, language etc
Silvana Pennella© etui 40
Information advice training exchange for trade unions
● ETUI Service SETUP (Support for European trade union projects)
www.etui.org/education/SETUP-Support-for-European-Trade-Union-Projects