Part-financed by the European Union Partnership Joint Technical Secretariat Lead Applicant Seminar for 1st application round Hamburg, April 2008

2Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 I. Categories of organisations involved in project activities II. Definition of a project partner III. Information to be provided in the AF regarding project partnership IV. Composition of the project partnership minimum technical requirements quality assessment criteria regarding partnership various dimensions of partnership V. Practical advice for setting up the partnership Content of the presentation

3Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 I. Categories of involved organisations 1. Partners –Lead partner (lead applicant, lead beneficiary) –Project partner (beneficiary) 2. Associated organisations

4Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

5Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 a) national, regional and local public authorities b) legal bodies established for the specific purpose of meeting needs in the general interest, not having an industrial or commercial character 1. Legal status

6Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Organisations which are: financed, for the most part from the public funds, or subject to management supervision by public authorities, or having an administrative, managerial or supervisory board, more than half of whose members are appointed by public authorities 1. Legal status (requirement for Lead Applicants only)

7Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April Examples of partner organisations (1/2) National, regional and local public authorities: Ministries; regional councils; municipalities, etc.;

8Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April Examples of partner organisations (2/2) associations; Public utility companies; academic institutions; research institutes; foundations; NGOs and non-profit organizations (community-based, humanitarian, industrial, cultural, etc.); development agencies, etc.

9Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

10Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April Programme area 1. EU Member States (ERDF and ENPI): Denmark, Estonia, Finland, Latvia, Lithuania, Poland, Sweden and Northern parts of Germany ERDF exception Possible involvement of actors from other EU countries (20% rule) 2. Norway (Norwegian fund) 3. Partner countries (ENPI): Belarus and North-west regions of Russia

11Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Co-Financing Rates up to 85% for EU Objective 1 BSR regions up to 75% for other EU BSR regions up to 50% for other EU regions outside BSR up to 50% for Norway up to 90% for ENPI partners

12Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

13Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April Improper ‘umbrella’ structure Project Partner Sub- Partner 1 Sub- Partner 2 Sub- Partner 3

14Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

15Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April Financial involvement

16Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

17Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 II. Definition of a project partner (beneficiary) In order to be given a status of a project partner each organization must: 1.meet the programme requirements regarding its legal status 2.meet the programme requirements regarding its geographical location 3.be listed in the partnership section of the application form 4.be financially involved in the project 5.submit a signed Partner Declaration 6.conclude the Partnership Agreement

18Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 III. Information to be provided in the AF regarding project partnership 1/2 2.1 Justificaqtion of partnership composition 2.2 Involvement of associated organisations 2.3 Indication of the Lead Applicant organisation 2.3 Contact details to partner organisation 2.3 Financial resources of partner organisation 2.3 Role in the project of partner organisation

19Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 III. Information to be provided in the AF regarding project partnership 2/ Indication in what work packages partners will be involved Specification of contracting partners for tasks budgeted under budget line 2 external experts Indication of purchasing partner for equipment and/or investments budgeted under budget line 4.

20Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 IV. Minimum technical requirements partners from at least three different countries at least two partners from the EU regions covered by the programme

21Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Quality assessment criteria on partnership a) The partnership has sufficient potential to realise the planned activities and deliver the expected outputs. b) The involvement of the partners is in line with transnational approach required by the programme.

22Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Various dimensions of partnership Transnationality Cross-sectorality Vertical representation

23Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 How to structure the partnership (1/2) Make sure that the project is shared among all partners - character of project is truly transnational; Involve future project partners already in drafting and scheduling of the project; Involve permanent staff from public administrations and institutions and not only external consultants.

24Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 sign a partnership agreement between the co-operating organizations (obligatory); consider involvement and commitment of politicians and private business - letters of intent from associated organisations; look beyond the project implementation period How to structure the partnership (2/2)

Part-financed by the European Union Project Partnership Roman Kozlowski Project Manager Joint Technical Secretariat Lead Applicants Seminar, Hamburg, 2-3 April 2008

26Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Optional slides (if LP principle should be explained)

27Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 The Lead Partner Principle (example)

28Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 responsibility for: project management system submitting Application Form signing the Subsidy Contract reporting of the project progress requesting payments Lead Partner Principle

29Lead Applicant Seminar, 1st application round, Hamburg, 2-3 April 2008 Signed agreements