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Targeted call for
standard projects
n. 07/2019
Main Features, Assessment,
Eligible expenditure
INFODAY
VENEZIA, February 7th, 2019
LAUNCH of the Call
INFODAY
VENEZIA, February 7th, 2019
Launch:January, 14th, 2019
Deadline: March, 15th, 2019 h. 12.00.59
Call, Application Package,
Supporting Documents
INFODAY
VENEZIA, February 7th, 2019
❑ Annex I – Legal requirements for LP/PP
❑ Annex II – Assessment Manual
❑ Annex III – Manual on Eligibility of Expenditures
❑ Annex IV –Template Subsidy Contract
❑ Annex V – Template Partnership Agreement
❑ Annex VI – LP Statement (ITA and SLO)
❑ Annex VII – PP Statement (ITA and SLO)
❑ Annex VIII – On line AF (LINK)
❑ Annex IX – Template Delegation for data verification
❑ Annex X – Template Declaration for PP located outside Programme area
❑ Annex XI - Excel template - profit private partners financial capacity
❑ Guidelines for the on line application
❑ Template of Application Form
❑ Financial plan and Guidelines
❑ Complaint procedure
Geographical coverage
INFODAY
VENEZIA, February 7th, 2019
Partnership minimum requirement is 1 partner per Member State, of
which at least 1 Italian partner from Venezia and 1 Slovene partner
from either Gorenjska or Obalno-kraška or Goriška.
5 Italian statistical
NUTS3 Regions
(Venice, Udine,
Pordenone, Gorizia
and Trieste)
5 Slovene statistical
NUTS3 Regions
(Primorsko-
notranjska,
Osrednjeslovenska,
Gorenjska, Obalno-
kraška and Goriška)
Main features of the Targeted
Call (1)
INFODAY
VENEZIA, February 7th, 2019
FINANCIAL ALLOCATION AVAILABLE ONLY FOR AXIS 1, 3 AND 4
(AXIS 2 IS EXCLUDED BY THIS CALL)
Programme
PA
Programme
IP
Programme
SO
MAXIMUM ERDF
Allocation (€)
1 1b 1.1. 4.414.698,58
36d 3.2. 2.504.198,16
6f 3.3. 1.693.925,67
4 11 ECT 4.1. 3.133.136,51
TOTAL 11.745.958,92
Main features of the Targeted
Call (2)
INFODAY
VENEZIA, February 7th, 2019
CALL TARGETED ONLY TO SPECIFIC PROGRAMME INDICATORS
IP ID Output Indicator
1b CO26 Number of enterprises cooperating with research institutions
6d
CO23Surface area of habitats supported in order to attain a better
conservation status
3.2.2 Cross-border pilot actions to support biodiversity
3.2.3 Participants to educational and divulgative events
6f3.3.1 Number of innovative green technologies tested and implemented
3.3.2 Number of enterprises applying new green innovation solutions
11
ECT
4.1.1 Cross-border agreement and protocols signed
4.1.2Joint solutions increasing integration, coherence, harmonization of
the Programme area governance
Target of the Call - Axis 1 (1)
INFODAY
VENEZIA, February 7th, 2019
Addressed
output
indicator
Compulsory
minimum
requirement
Each project shall mandatory involve as project
partners at least two enterprises or a consortium
of enterprises composed of at least two
enterprises involved directly in project activities
cooperating with research institutions
IP ID Output Indicator
1b CO26Number of enterprises cooperating with research
institutions
Ref. documents for the better understanding of the meaning of the indicator and
for the type of actions to be implemented are the Cooperation Programme (CP)
and its ANNEX IX.
Target of the Call - Axis 1 (2)
INFODAY
VENEZIA, February 7th, 2019
IP Compulsory minimum requirement
1b
Each project shall contribute to the achievement of the OUTPUT indicator CO26 by involving as project partner
enterprises and/or consortium of enterprises, cooperating with research institutions.
The minimum requirement to be met is that each project shall mandatory involve as project partners at least two
enterprises or a consortium of enterprises composed of at least 2 enterprises directly involved in project activities.
At least n. 2
enterprises as
project partners
Individually means
they have to be PPs and
respect eligibility
criteria (A3, B2, B3, B6
and B7)
Aggregated means
they can be member of
an aggregation /
consortia
aggregation/consort
ia is the PPs and
has to respect all
eligible criteria
Consortia in
broadest sense: any
enterprises
networks and
aggregation
foreseen in legal
system in Italy (ATI,
RTI, Consorzio di
imprese, GEIE-EGIZ)
and Slovenia (GEIE-
EGIZ, GIZ).
e.g.: a consortium
with 10 enterprises,
of which 5 are
involved in project
activities, only 5
counted for
indicator
Annex A to the AF
Section A.4.1 to
be completed
with data related
to involved
enterprises when
consortia is PP
Directly involved in
project activities
Cooperating with
research institutions
Target of the Call - Axis 3 IP 6d
INFODAY
VENEZIA, February 7th, 2019
Addressed
output
indicator
Compulsory
minimum
requirement
Each project shall mandatory contribute to the
achievement of at least two of the addressed indicators.
Indicator 3.2.3. is mandatory for all projects
Indicator 3.2.2. crosscutting to Indicator C023.
If pilot actions implemented on the Natura 2000 sites,
both C023 and 3.2.2. are valorized.
Ref. documents for the better understanding of the meaning of the indicator and
for the type of actions to be implemented are the Cooperation Programme (CP)
and its ANNEX IX.
IP ID Output Indicator
6d
CO23
Surface area of habitats supported in order to attain a better
conservation status
3.2.2 Cross-border pilot actions to support biodiversity
3.2.3 Participants to educational and divulgative events
Indicator CO23 is
exclusively referred to
Natura 2000 sites
Target of the Call - Axis 3 IP 6f
INFODAY
VENEZIA, February 7th, 2019
Addressed
output
indicator
Compulsory
minimum
requirement
Each project shall mandatory contribute to the
achievement of both the addressed indicators
Ref. documents for the better understanding of the meaning of the indicator and
for the type of actions to be implemented are the Cooperation Programme (CP)
and its ANNEX IX.
IP ID Output Indicator
6f3.3.1
Number of innovative green technologies tested and
implemented
3.3.2 Number of enterprises applying new green innovation solutions
Both indicators 3.3.1 and 3.3.2 refer
exclusively to improvement of water and
waste management
Target of the Call - Axis 4
INFODAY
VENEZIA, February 7th, 2019
Addressed
output
indicator
Compulsory
minimum
requirement
Each project shall mandatory contribute to the
achievement of at least one of the addressed
indicators
Ref. documents for the better understanding of the meaning of the indicator and
for the type of actions to be implemented are the Cooperation Programme (CP)
and its ANNEX IX.
IP ID Output Indicator
11
ECT
4.1.1 Cross-border agreement and protocols signed
4.1.2Joint solutions increasing integration, coherence,
harmonization of the Programme area governance
Financial allocation, project
dimension and duration
INFODAY
VENEZIA, February 7th, 2019
Programme
PA
Programme
IP
Programme
SO
MAXIMUM
ERDF
Allocation
(€)
Reccomended
MAXIMUM ERDF
project
dimension (€)
1 1b 1.1. 4.414.698,58 750.000,00
36d 3.2. 2.504.198,16 700.000,00
6f 3.3. 1.693.925,67 750.000,00
4 11 ECT 4.1. 3.133.136,51 750.000,00
TOTAL11.745.958,9
2
MAX project
duration
24 months
Who can apply (1)
INFODAY
VENEZIA, February 7th, 2019
Type of applicants:
➢ LP/PP in programme area.
➢ PP outside the Programme area (limited to the territory of one of
the following NUTS2 regions: Veneto, Slovene Western and Eastern
Cohesion Regions).
➢ Associated partners (NO financial allocation).
Only actors located in the Programme area can act as Lead Partner.
Lead Partner can be both public or private body.
Recommended partnership size >>> max 6 PP (for the max. size are not counted partners outside programme area and associated)
ERDF financial allocation to each PP not lower than EUR 100.000,00
Who can apply (2)
INFODAY
VENEZIA, February 7th, 2019
➢ Partners located outside the Programme area (NUTs2 Regions:
Veneto, Slovene Western and Eastern Cohesion Regions) are
eligible provided that:▪ they bring an added value for the implementation of the project
and are tightly linked to the project strategy;
▪ they are for the benefit of the Programme area;
▪ they are explicitly foreseen in the project proposal;
▪ the total amount of ERDF funds allocated under the Programme to
partners located outside the Programme area does not exceed 20 %
of ERDF, at project level;
▪ at the time of submission, the same PP shall submit the documents
requested by the call, i.e. besides the signature on Partnership
Agreement, its own Statement, a self-declaration for confirmation
on its legal status on the template published on the Programme
website.
How to apply
INFODAY
VENEZIA, February 7th, 2019
Applicants must compulsary applicate on the Online Platform
LP must register
on the LoginFVG
(strong login)
Only LP shall
upload/submit the
complete
application on
behalf of the whole
partnership
What has to be submitted (1)
INFODAY
VENEZIA, February 7th, 2019
The on line electronic application form
• Sections A, B, C to be completed directly in the online system
• Annex A (available in Section A of the on line system)
• Financial plan (excel available in Section A of the on line system)
• Annex B (available in Section B of the on line system)
Mandatory Annexes ref. Call – section 4.1
• Partnership Agreement
• LP Statement
• PP Statement
• Delegation for data verification
• A self-declaration for outside Programme area PPs
• Declaration on financial capacity (for private profit PP only)
• Documents related to the Infrastructural Investments/works
Annexes must be signed by the legal representative of the LP or PP,
digitally or manually
What to be submitted (2)
INFODAY
VENEZIA, February 7th, 2019
WARNING!
If the following documents are not submitted or
are incomplete, the application shall be
considered ineligible without possibility of
integration:
➢ LP Statement (Annex VI)
➢ PP Statement (Annex VII)
➢ Partnership Agreement (Annex V)
What to be submitted (3)
INFODAY
VENEZIA, February 7th, 2019
WARNING!
In the case of Infrastructural Investments and works, mandatory
documents are:
a) A report describing the investment;
b) The list of needed documents/authorizations;
c) The needed documents/authorizations (the investment must
be ready to go!).
In exceptional duly communicated cases of unavailability of all or
part of documents/authorizations at the time of submission, it
has to be presented at application the evidence of having
submitted the request to the issuing institution for the needed
authorization/permission etc.
Assessment and selection
procedure
INFODAY
VENEZIA, February 7th, 2019
❑ Annex II – Assessment Manual
Administrativecheck(criteria A)
Eligibilityassessment(criteria B)
Qualityassessment(criteria C - D)
State aidassessment
• MC Decision (WP)• Publication of the list of
eligible/ineligibleproposals on website
• Notification of reasonsto the LPs of ineligibleproposals or with PP exclusion
Proposal to the MC of the provisionalranking lists per IP
Publication of the final ranking lists per each IP on the programme web site
Closure of the
targetedCall
15/03/2019
8
MONTHS
NEW
criterion
B9
Administrative check (A check)
INFODAY
VENEZIA, February 7th, 2019
CRITERIA DESCRIPTION
A1 Timeframe The project proposal is submitted
in due time as set in the Call
A2 Completeness of
the AF
All mandatory sections of the AF
are filled in Italian and Slovene.
A3 Completeness of
the project
proposal
All mandatory annexes are
submitted and signed. Please refer
to the call - sections 4.1 and 4.2.
15/03/2019 – h.12:00:59
Documents shall be equally
understandable in both
languages, Italian and
Slovene.
The assessment shall be
made at the
State of the documents
For 1b
At least 2 enterprises or
consortium must fulfill criteria
A3, B2, B3, B6 and B7. If not,
the project is rejected.
As for IPs 6d, 6f and 11ETC, during A-B
check only the ticking of the indicators
requested as minimum requirement is
checked as knock-out criterion.
Afterwards, during quality assessment, the
real correspondence of project proposal
content to indicators will be carefully
checked
Eligibility assessment (B check)
INFODAY
VENEZIA, February 7th, 2019
CRITERIA Outcome in case of negative response
B1 Minimum requirements for partnership
B2 LP and PP are eligible organizations
B3 LP and PP capacity
B4 Time limits are respected
B5 No evidence of double-financing
B6 The project fulfills the minimum/maximum requirements for budget
B7 Cofinancing is secured
B8 Cooperation criteria
B9 Contribution to fulfilment of indicators (compulsory requirements set
in the Call)
A-B check = knock-out criterion
NEW
Quality assessment
INFODAY
VENEZIA, February 7th, 2019
Strategic criteria maximum
score
% on strategic
criteria overall %
Project context - Relevance and Strategy 14 20% 14%
Cooperation character 11 16% 11%
Project's contribution to Programme’s objectives,
expected results and outputs and to the content of
strategic themes required in section 5 of the call
33 47% 33%
Partnership relevance 12 17% 12%
Total score for strategic criteria 70 100% 70%
Operational criteria maximum
score
% on operational
criteria overall %
Management 5 25% 5%
Communication 3 15% 3%
Work Plan 8 40% 8%
Budget 4 20% 4%
Total score for operational criteria 20 100% 20%
Criteria per PA/SO maximum
score
% on per SO
criteria overall %
OVERALL 10 100% 10%
TOTAL OVERALL 100 100%
Minimum threshold : 65% of total score (65/100).
A project proposal can be:
• Approved to be financed;
• Approved but not
financed;
• Approved under
condition (for cases
under section 4.1., point
G. of the call);
• Approved under
condition of partial
financing;
• Rejected: if ineligible
under
administrative/eligibility
assessment or not
reaching threshold within
quality assessment
Complaints
INFODAY
VENEZIA, February 7th, 2019
POSSIBILITY OF COMPLAINTS
Against what? Outcomes of the administrative and eligibility assessment
NOT Outcomes of the quality assessment
By whom? LP of ineligible project proposals or
LP where a PP has been excluded
NOT by single PP or someone else
To whom? Managing Authority
How? Italian LPs via e-mail (PEC) to [email protected]
Slovenian LPs via ordinary e-mail to [email protected]
Complaint must be submitted in Italian and Slovene
When? 15 calendar days from notification to LP
Compulsory
elements
• Name
• Acronim
• Reasons of complaints (factual, legal)
• ID and Signature
No additional documents needed
Who decides
on complaints
Complaint Panel (established by the MC) composed by 3 members: one
representative appointed by the ITA delegation, one appointed by the SLO
delegation and one representative of the MA.
1. EU Regulations:
• Reg.(EU) n. 1303/2013 General Regulation
• Reg. (EU) 1301/2013 Reg. FESR
• Reg.(EU) 1299/2013 Reg. on ECT
• EU Directives and new EU Reg. on public procurement
INFODAY
VENEZIA, February 7th, 2019
Eligibility of expenditure
Legislative framework & hierarchy
2. Specific Programme Rules:
• Manual on Eligibility of Expenditures
• For State Aid: Programme Umbrella Block Exemption Scheme n. SA.47280 pursuant to Regulation (EU) n. 651/2014 (GBER)
• For Public procurement:
Programme thresholds: >250,00 € (up to national thresholds) compulsory for all beneficiaries request of at least 3 offers
3. National and regional rules
National rules on eligibility of expenditure
National public procurement!!!
1. Staff costs;
2. Office and administrative expenditure;
3. Travel and accommodation costs;
4. External expertise and services costs;
5. Equipment expenditure;
6. Infrastructural Investments and works.
INFODAY
VENEZIA, February 7th, 2019
Expenditure Categories
In kind contributions not eligible
(for any other NOT eligible expenditure please refer to the
Manual)
HOW:a) As a flat rate (simplification option)
b) On a real cost basis
WHO:
ONLY EMPLOYEES
• Permanent
• Temporary
(full or part-time)
INFODAY
VENEZIA, February 7th, 2019
BL 1 - Staff costs
WHAT:• salary payments raising from the work contract
• Other costs directly linked to the salary (taxes, social contributions, pensions quota, extra salaries…) provided they are stable and cyclic
(no result awards or for achieving objectives)
No mix
No change
during
implementation
Three options:
1. 20% of eligible direct costs - staff and travel and accommodation both in the flat rate (no possible to report travel and accommodation)
2. 10% of eligible direct costs (travel and accommodation to be reported as a direct cost)
3. 15% of eligible direct costs for private beneficiaries (travel and accommodation to be reported as a direct cost)
INFODAY
VENEZIA, February 7th, 2019
Staff costs on flat rate
Necessary to justify
the eligibility of
staff cost in the
project proposal
Additional activities
to institutional
scope
Art. 19 of Reg. (CE)
1299/2013
Direct costs for staff cost calculation on flat rate
basis
- Travel and Accommodation costs (except for 1st option: 20%)
- External expertise and services costs
- Equipment expenditure
- Infrastructural Investments and works
INFODAY
VENEZIA, February 7th, 2019
Staff costs on flat rate
When Infrastructural
Investments and works
implemented through
public procurement
represent the essential part
of the project the flat rate
option is not possible but
only real costs method!
100% cost for staff whose activity is fully
dedicated to the project
NO TIMESHEET
(e.g. Temporary contract employment contract)
INFODAY
VENEZIA, February 7th, 2019
Staff Costs on real basis
Quota of cost for staff working part-time on the project
a)fixed % of gross employment costs
• Expenditure calculated as a fixed % of working time dedicated to the project on monthly gross employment cost
• NO TIMESHEET• % of assignment to
be provided at the beginning of the project for staff with a steady work load on the project
b)flexible % of gross employment costs
• Expenditure calculated as flexible % of the gross employment cost (varying number of worked hours)
• TIMESHEET needed• Hourly cost
calculation needed (see next slide)
FOR ITALIAN BENEFICIARIES
Annual calculation: Latest documented annual gross
cost/1720 hours
(not necessarily related to the physical
person)
FOR SLOVENE BENEFICIARIES
Monthly gross salary/ n. working
hours as in nat. contract
INFODAY
VENEZIA, February 7th, 2019
Staff Costs on real basis
Hourly cost calculation
for b) option
INFODAY
VENEZIA, February 7th, 2019
BL 2 - Office and administrative
expenditure
Art. 68(1) lett. b of Reg. (CE) 1303/2013
Compulsory list of costs from Reg. 481/2014(office rent; insurances and taxes related to buildings and equipment; utilities; office supplies (except costs reported under equipment); general accountancy; maintenance, cleaning and repairs; security; IT Systems (except costs reported under equipment); communication (phone, fax, web, Internet); bank charges (including separate bank account if dedicated to the project); financial charges
Items included in the list cannot be reported under other BL
15% of staff costs
(calculated as flat
rate or real cost)
• Travel costs (eg. tickets,
travel insurance, fuel,
mileage reimbursement,
park, tolls);
• Meals & accommodation
• Visa costs
• Daily allowances
BL 3 - Travel and accommodation costs
INFODAY
VENEZIA, February 7th, 2019
For associated PPs → travel
and meals reimbursed by a
“paying LP/PP” under BL4
(written agreement
between paying PP and
associated PP)
Principle of most
economic way of
transport to be
demonstrated in
reporting (e.g.
taxi or private
car)
Expenditure
outside
Programme
Area → For all
options,
included in AF
or authorized
by MA
For External
experts →T&A
reported under
BL4
if flat rate 20%
of staff is the
chosen option
no possible to
report T&A costs
All contracts not included in
staff costs
(consultants, occasionally
workers, Italian «assegni
ricerca» and «co.co.co»,
scholarships (as provided by
single national rules) and
their Travel and
accommodation costs)
INFODAY
VENEZIA, February 7th, 2019
BL 4 - External expertise and services
costs
All services needed for
implementation of project
activities
(studies, research, events
organization, IT systems
specific for the project,
technical Assistance,
consumables goods)
Guarantees costs
provided by a bank
or other institution
if required by law
Agreements between
Public Bodies: to be
reported in BL 4 on real
costs basis, following the
rules applied for each BL
of the related
expenditure
In house contracts: ref.
EU Directive 2014/24 art.
12.1
To be assigned following
EU/ national rules
Reported in BL4 on real
costs basis, following the
rules applied for each BL
of the related expenditure
Agreements between
consortium as PP or
LP/member-enterprise
directly involved in
project activities
General rule: public
procurement
Purchase, rental, lease of equipment
(not foreseen as administrative cost)
Compulsory list of costs from Reg. 481/2014
(office equipment, IT hardware e software, furniture and fittings, laboratory
equipment, instruments and machinery, tools and devices, vehicles, other
specific equipment needed for the project).
Condition: maintenance of
properties and use for at least
5 years from final payment
INFODAY
VENEZIA, February 7th, 2019
BL 5 - Equipment expenditure
If technical
equipment for
project objectives
achievement :
eligible 100%
If equipment for
project management
Pro quota
(depreciation
principle)
100% only if exclusive use for
project + depreciation shorter
than project duration
Items:
A. Purchase of land (no
more than 10% of
project budget)
B. Restoration and
recovery of buildings
C. Building Interventions
INFODAY
VENEZIA, February 7th, 2019
BL 6 - Infrastructural Investments
and works
The beneficiary, public or private, must
own the real estate on which the
intervention is realized, except:
- If the property/land is owned by
public body: required a lease/rent or
concession for at least 5 years
duration after project end, meaning
last payment.
- If the property/land is private : the
beneficiary must own property rights
in rem to be maintained for at least 10
years after project end, meaning last
payment
The PROGRAMME allows this cost
category in addition to list of
Reg.(UE) 481/2014.
- Preparatory activities incurred between
01/07/2017 and date of project submission
- Paid within 3 months from call deadline and
reported in 1st reporting period.
- Limit: 20.000,00 €
- Eligible costs are: staff (not flat rate),
external expertise and services, travel and
accomodation
- No State Aid
INFODAY
VENEZIA, February 7th, 2019
WP0 - Preparatory costs
INFODAY
VENEZIA, February 7th, 2019
WP2 - Communication and information costs
➢ WP dedicated for
activity during the
whole project duration
➢ No costs for project
logos and website
➢ Visual identity
requirements
Guidelines
Contacts
INFODAY
VENEZIA, February 7th, 2019
BEFORE SUBMITTING THE PROJECT PROPOSALRecommended consultation on project ideas with:Slovenian Info PointRepublic of SloveniaGovt. Office for Development and European Cohesion PolicyRegional Office ŠtanjelŠtanjel 1a, 6222 Štanjel, SlovenijaTel. (+386) 5 7318 533 E-mail: [email protected] Offices in Veneto RegionJoint Programming DepartmentEuropean Territorial Cooperation and Macro Strategies UnitTel. +39 041 279 1589 – 1585 - 1495Email: [email protected] Offices in FVG Autonomous RegionAutonomous Region Friuli Venezia GiuliaDirectorate Local Autonomies, Security, Immigration PoliciesEuropean Territorial Cooperation Office and State AidVia del Lavatoio 1 - 34132 Trieste, ItalyE-mail: [email protected]
Joint SecretariatVia del Lavatoio, 1I-34132 Trieste, Italytel.: +39 040 377 5993from Monday to Thursday from 9.30 to 13.00.At any time please write to:E-mail: [email protected]
A positiveconsultation
outcome does not imply a
positive administrative
check/eligibility
assessment outcome. nor
assure any success in the
chance for project
proposal to be financed
.
NEW
Thank you for the attention!
Grazie per l’attenzione!
Hvala za pozornost!
Targeted call for standard projects n.
07/2019
UDINE/VIDEM, 9.06.2016 INFODAY
VENEZIA, February 7th, 2019
CONTACTS
Segretariato Congiunto / Skupni Sekretariat
Via del lavatoio 1
I-34132 Trieste, Italia
Tel. +39 040 3775993
Romina Kocina
Aljosa Sosol
Claudia Ferluga
Michele Becia
Tanja Tomaselli
Chiara Vecchiato
Staff of the Managing Authority