Practical Information and Guidance to Applicants Green Industry Innovation Poland Launching seminar, Poznan, 26 th February 2014 Practical Information and Guidance to Applicants Green Industry Innovation Poland Launching seminar, Poznan, 26 th February 2014 Mr. Magnar Ødelien, Innovation Norway

Agenda outline Programme web-site Roles and responsibilities Bilateral relations / How to find a partner Essential reading /Important documents Project assessment and methodology How to apply / Application Portal The Project Contract

Main information channel One general «landing» page: Information about the programme area Green Industry Innovation, bilateral relations and other common issues Select the specific page for Green Industry Innovation Poland (PL flag) All relevant information and Programme documents

Roles and responsibilities - Innovation Norway – fund manager – overall responsible towards the donor (financier) - The National Focal Point – no formal responsibility (consultation/advice/coordination) - Project Promoter (applicant) fully responsible towards Innovation Norway - Project Partner responsible to fullfil their tasks towards Project Promoter (Partnership Agreement)

Bilateral relations/How to find a partner? - Donor partnership projects encouraged Polish applicant – Norwegian partner Joint projects – plan and implement together Long-term cooperation, beyond project lifetime - Enterprise Europe Network Partnership Request Form - Polish Chamber of Commerce - NPCC – Norwegian-Polish Chamber of Commerce - The Norwegian Trade Portal –

Essential reading / important documents Call for Project Proposals Rules and Procedures Standard Terms and Conditions State Aid Regulations Reg. EC 800/2008 Assessment criteria and methodology

Eligibility criteria - Promoter and Partner - Applicant – legal entity in Poland - Partner – Independent entities (no legal bindings) - In operation for at least one fiscal year - Clean criminal and tax records - Financial capacity (co-financing) - Signed Partnership Agreement (draft) - Applicant’s/Partner’s main activities closely linked to the area for which the application is made

Eligibility criteria – Projects Relevance, contribute to: - overall objectives of Norway Grants - objectives of Green Industry Innovation Progr. - expected programme outcome for Poland - No overlapping or double funding - Compliance with grant min./max. amounts and co-financing - Implementation period: max. 28 months Compliance with EU and Polish legislation

Eligibility criteria – expenses - In line with the state aid provisions Depend on type of projects and activities - Eligibility dates: from approval of project until 30 April Normally only new equipment/machinery - Normally only 10% of project cost can be buildings/land

Project co-financing and Disbursement - Applicant’s co-financing: Cash – internal resources or bank loan Man-hours (= cash), No in-kind. - Disbursement of grants: Advance payment: 10-20% of approved grant Reimbursement of accrued expenses Interim Reporting/payment claims Currency: EURO

State aid EU and EEA: state subsidies should not distort competition, but General Block Exemption Regulation (800/2008) - research, development and innovation - Aid for environmental protection - Regional aid (25-50% + possible bonus for SMEs) - De minimis

12 State aid - Application of the rules -Part of the rules and procedures, standard terms and, if needed, special conditions in the project contract -Travel support will be awarded as de minimis -SME- and de minimis-declarations will be required

Green Industry Innovation Programme Poland Relevant State Aid categories - Regional Aid – maximum grant rate 50% plus 20% bonus for small enterprises or 10 % bonus for medium sized enterprises. - Research and Development and Innovation, experimental development – maximum grant rate of 25% plus SME bonuses and collaboration bonus of 15% under certain conditions.

Green Industry Innovation Programme Poland Relevant State Aid categories –cont. - Aid for environmental protection – maximum grant rate of 35% plus SME bonuses. - Aid for training – specific training 25%, general training 60% plus SME bonuses. - Aid for consultancy in favour of SMEs- maximum grant rate of 50%.

15 Public procurement -In compliance with the Regulation on Norway Grants -Polish legislation implementing EU-legislation -Special conditions in the project contracts -The purpose is to ensure transparency and «best value for money»

16 Starting point: A Project Promoter that receives 50 per cent public funding or more of the eligible expenditures of the project shall conduct its procurement for that project in compliance with the national public procurement law as though the Project Promoter were a contracting authority Polish national thresholds will decide

Assessment Organised by Innovation Norway Internal and external experts 20 criteria Scoring 1-6 points per criteria

20 assessment criteria (weighted) 30% Project maturity, releasing effect, relevance/impact Criteria selected: 1 to 3 25% Implementation capacity (HR/techical/financial) Criteria selected: 4 to 11 20% Bilateral relations Criteria selected: 12 and 13 15% Risk, compliance with strategies, sustainability Criteria selected: 14 to 16 10% Publicity, CSR, cross-cutting issues, socio-economic Criteria selected: 17 to 20

A special vocabulary Expected OUTCOME of the project: the likely short-term and medium effect OUTPUT: project deliverables (products, goods, services) INDICATORS: How do we verify success? A tool to verify whether or not the project is achieving its expected outcome and outputs Environmental performance (quantitative/qualitative)

Electronic Application Form Available at the website All mandatory attachments and supporting documents to be submitted in electronic versions ONLY

Mandatory attachments to the Application Form - Project Implementation Plan (PIP) – template – English - Detailed Activity Based Budget – template – English - Disbursement Plan (DP) – template – English - Procurement Plan – template – English -

Attachments cont. - Letter of Committment (also for partner) – template – English - Publicity Plan (Publicity Guidelines on Programme web-site) - English - Relevant registration certificate – Polish (an excerpt either from KRS or from the CEIDG register) (For Norwegian Partners –available from public sources) - Clean criminal and tax record (self declaration)

Attachments cont. - Partnership Agreement (if applicable) – template – English - CV’s for Project Management Team - English (Manager, financial and technical/technological) - Project Document/Business Plan – English - Certified annual accounts of the applicant - Polish Balance sheet and profit & loss statements for 2011 and 2012 (For Norwegian partners – available from public sources)

The Project Contract Grant Offer Letter Standard Terms and Conditions Detailed Activity Budget Project Implementation Plan Disbursement Plan

Thank you for your patience Good luck with project preparations and applications Questions to: