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European Trade Union Institute (ETUI) Information Day ICTU-ETUI , 6 April 2011

European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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Page 1: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

European Trade Union Institute (ETUI)

Information Day

ICTU-ETUI , 6 April 2011

Page 2: 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

Page 3: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 4: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 5: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 6: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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.

Page 7: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

Silvana Pennella© etui 7

GOOD PRACTICE

“A camel is a horse designed by a committee”

ObjectiveResult

Page 8: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 9: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 10: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 11: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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)

Page 12: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 13: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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.

Page 14: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

Silvana Pennella© etui 14

Industrial Relations and social dialogue 04.03.03.01

● 2 sub-programmes

►European social dialogue►Industrial relations

Page 15: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 16: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

Silvana Pennella© etui 16

EU grant

● 12 months● 80% eligible costs ● 20% own contribution● Average EU funding: 184.000 €

Page 17: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 18: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 19: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 20: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 21: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 22: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 23: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 24: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 25: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

Silvana Pennella© etui 25

Programme PROGRESS

● employment ● social protection and social inclusion ● working conditions ● anti-discrimination and diversity ● gender equality

Page 26: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 27: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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.

Page 28: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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.

Page 29: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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]

Page 30: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 31: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 32: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 33: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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.

Page 34: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 35: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 36: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 37: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 38: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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

Page 39: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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

Page 40: European Trade Union Institute (ETUI) Information Day ICTU-ETUI, 6 April 2011

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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