1. Interreg IIIB Tacis Phare
How to bring Interreg, Phare and Tacis funding together?
Interreg IIIB
Tacis
Phare

2. Interreg IIIB projects
Interreg IIIB programme (2001 – 2006):
deadline for submission: 1st Oct. 2002
base for Interreg IIIB projects: Community Initiative Programme – CIP 
strategy of the porgramme, eligible actions, priorities and measures
eligible areas: Denmark, Finland, Sweden, New German
Länder, Norway
Poland & Baltic States: joint Phare projects
Russia: joint Tacis projects
project duration: max. 3 years
project size: between – 2 MEUR ERDF funding
(envisaged)
Interreg IIIB projects

3. Interreg IIIB projects
CIP priorities and measures
Priority 1: Promotion of spatial development approaches and actions for specific territories and sectors
Measure 1.1: Supporting joint strategies and
implementation actions for macro-regions
Measure 1.2: Promoting sustainable spatial development of specific
sectors  tourism sector!
Measure 1.3: Strengthening integrated development of coastal zones,
islands and other specific areas
Finances for measure 1.2: total costs: 10,949 EUR
(all projects, complete period until 2006…)
Interreg IIIB projects

4. Interreg IIIB projects
CIP priorities and measures
Priority 2: Promotion of territorial structures supporting sustainable BSR development
Measure 2.1: Promoting balanced polycentric settlement
structures
Measure 2.2: Creating sustainable communication links
for improved spatial integration
Measure 2.3: Enhancing good management of cultural
and natural heritage and of natural resources
Priority 3: Transnational promotion of institution building, strengthening the capacity for spatial development activities
Finances for measure 2.3: total costs: 18,250 EUR
(all projects, complete period until 2006…)
Interreg IIIB projects

5. Interreg IIIB projects
Partnership
partners from at least 3 countries, of which 2 at least are financial
contributors, 1 at least from a member state
integrated projects: Tacis and Phare projects (joint projects to
Interreg IIIB) must be applied for and reported separately according to
the respective programmes!
lead partner: responsible for project management and implementation
(from EU member state or Norway)  financial liability!
Norwegian partners: involved on equal terms as EU partners (same
reporting & monitoring)
Co-financing statement: statement of financial contribution per partner
(in cash and in kind)  non-EU
Letter of commitment: all partners that do not contribute financially
Interreg IIIB projects

6. Interreg IIIB projects
Project coordination / administration
lead partner principle: responsibility for entire project and
all partners, ONE project budget only
project should appoint one coordinator responsible for
overall activities of the project / administration
project should appoint one financial manager responsible
for:
accounts,
internal handling of national co-financing and ERDF
funds
6 months budget follow-ups
Interreg IIIB projects

7. Interreg IIIB projects
Finances / administration
ERDF co-financing rates:
50% co-financing of total costs
Partners from objective 1 areas: up to 75%
National co-financing: from public authorities at national, regional, sub-
regional and local level, foundations, NGO’s, non-profit-making
organisations
Public-like money: co-financing from semi-public and private non-profit
organisations if:
The project lead partner is a public authority
The semi-public and private non-profit organisations should
support the cooperation  e.g. non profit local and regional
development agencies, non-profit enterprises / organisations
dealing with local and regional development, tourism, culture etc.
Private money: cannot generate funding, but are not excluded from
financial contribution
Interreg IIIB projects

8. Joint Phare projects
Phare Small Project Fund (SPF): supports small-scale co-operation
projects in the Baltic Sea Region: Estonia, Latvia, Lithuania and Poland
 to help the border regions to overcome specific development problems
to support the establishment and development of co-operative networks within the Baltic Sea Region.
Priority sectors (SPF 2000):
Economic Development
Local Democracy
Training and Employment
Cultural exchanges
Planning and development studies
Environment
Tourism
Health
Social affairs
Information and communication
Joint Phare projects

9. Phare Small Project Fund
Only non-profit local organisations can receive funding
(e.g. Municipalities, local and regional authorities, NGOs,
associations)
number of partners: minimum 2 including 1 foreign eligible partner from
the Baltic Sea Region (Denmark, Estonia, Finland, Germany, Latvia,
Lithuania, Poland, Sweden)  then further partners may join from
bordering regions (Russia, Belarus, Norway)  not funded by Phare but
by Tacis or Interreg!
Maximum project duration: 18 months.
Amount of funding:   total of 1 million euro per country per call
Minimum grant size EUR
Maximum grant size EUR 20% local co-financing is required (in kind or in cash). 
Joint Phare projects

10. Phare Small Project Fund
deadline for submission of applications: should be announced in the
second half of 2002
SPF finances technical assistance or 'soft' projects
type of eligible activities:
Documentation, publications, information provision and dissemination
Events, publicity, fairs, promotion, exhibitions, camps
Meetings, conferences, seminars, training
Study visits, distance learning, exchanges and secondment training
Studies, research programmes, strategies, planning, analysis, audits
Provision of expertise or specialised equipment
Construction of small-scale infrastructure (environment sector and tourism)
Establishment and development of networks, partnerships, links, databases
Technology and know-how transfer, pilot actions, joint follow-up activities
Project preparation, feasibility studies for investment projects for possible
financing from Phare CBC 2001 and 2002 grants
Joint Phare projects

11. Joint Tacis projects
Tacis Small Project Fund (SPF): offers scope for regional and local authorities to participate directly in cross-border cooperation (small-scale co-operation projects in the Baltic Sea Region)
Project partners:
Local and regional authorities, association of local/regional authorities, and Institutions closely linked to the local/regional authorities (Regional Development Agencies)
Sectors of interest:
Administrative reforms
Local Economic Development: SME-support and development, economic planning, tourism strategies, strategies for tackling unemployment, rural diversification
Social Affairs
Environment and Energy Efficiency
Joint Tacis projects

12. Tacis Small Project Fund
Eligible regions:
St.Petersburg, Leningrad Oblast, Pskov Oblast, Murmansk Oblast, Arkhangelsk Oblast, Kaliningrad Oblast, Republic of Karelia. Arkhangelsk Oblast in exceptional cases.
Belarus
Eligible partners:
Projects between Russia and EU must share a land or maritime border.
Projects between Russia and CEEC must share a border
additional EU partners can be from all of EU territory.
Projects with Belarus have to involve one bordering country from CEEC
Size of grant: EUR
Duration of project: months
Deadline for applications: next call is expected in March 2003
Joint Tacis projects

13. Tacis Small Project Fund
Eligible activities:
Training, study visits
establishment of best practices and procedures
system analyses and transfer of knowledge
establishment of advisory and development functions
work placements
sectoral/regional studies
environmental management
thematic information seminars, fairs and exhibitions
development of info material
human and institutional capacity building.
Joint Tacis projects

14. Interreg IIIB projects
How to bring all this together?
Practical steps:
Project idea / partner search (according to programme and eligibility)
Planning of objectives / milestones / activities for each project (according to Interreg, Phare & Tacis priorities) -> plan local activities & trans-national cooperation activities
Meeting of all partners / discussions of time schedule, goals, activities, planning of application preparation according to deadlines
Adaptation of planned activities to EU programmes priorities
Budgeting of project activities per partner (according to EU rules  different budgets for different programmes demanded! Check eligibility of costs and actions!)
Compilation of project budgets for:
 Tacis project  Phare project  Interreg IIIB project
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

15. Interreg IIIB projects
How to bring all this together?
Note: It is possible that an Interreg IIIB partner even co-finances the joint
Phare and Tacis projects.
On the other hand it is not a must for linking the Phare or Tacis
application to Interreg!
Start preparation of applications in due time (advise: already before the call for submission opens)  only 1 month time to deliver all documents!
Depending on different dates for call for submissions:
Submission of Interreg IIIB application
Submission of Phare SPF application
Submission of Tacis SPF application
Approval of projects at different times  start project work as soon as approved, other joint projects join later!
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

16. Interreg IIIB projects
How to bring all this together?
What to submit when applying for Interreg IIIB:
Filled Application form including detailed description of milestones in different work packages (max. 5 work packages)
Details of ALL partners (address, responsible person, tel…)
Overall budget (for all Interreg partners) divided into Work Packages and years
Detailed specification of investment and other costs
Letters of commitments and co-financing statements from ALL partners
(originals, signed and stamped by an authorised person)
If already known: contribution from Phare and Tacis partners
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

17. Interreg IIIB projects
How to bring all this together?
What to submit when applying for Phare / Tacis:
Filled Application form including:
Detailed description of all activities planned (more than work packages…)
Detailed Action plan (activity / location / implementation)
Detailed description of the applicant, resources & capacities for project management… (experiences with similar projects and themes)
Information about other grants etc. obtained from the EU in the last 3 years
Description of all partners
Original Partnership Statements from all partners (Note: it is enough if one partner from the Interreg IIIB project signs a partnership statement to link both projects together)
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

18. Interreg IIIB projects
How to bring all this together?
What to submit when applying for Phare / Tacis:
Very detailed budget according to given format
The statutes or articles of associations of the applicant
The statutes or articles of associations or certificates of legal status and certificate of registration of tax payer of each of the partners
Most recent annual reports and accounts of the applicant
CV’s of applicant’s and partner’s staff involved in the project
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

19. Interreg IIIB projects
Practical project work
Local and international activities according to time schedules
(Interreg: up to 3 years; Phare /Tacis: months)
If one of the joint projects has expired earlier:
This partner can be included with the status as “observer”, taking part in all trans-national activities without EU funding
Interreg IIIB partners are allowed to use their funds to finance travel and accommodation costs for Phare/Tacis partners
2nd Phare / Tacis application for follow-up project could be applied for (new activities! Application in due time before the expiration!)
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

20. Interreg IIIB projects
Tacis
Phare
Interreg
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects

21. Interreg IIIB projects
Tacis
Phare
Interreg
Interreg IIIB projects
Joint Phare projects
Joint Tacis projects