LEONARDO DA VINCI. TransCONVER

Transcription

1 LEONARDO DA VINCI TransCONVER Training and Guidance Module for Local Coal Conversion in Enlarging Europe WORK PACKAGE 6 WORK PACKAGE 11 Module 2 Re-conversion Financial Sources Karviná 2003

2 "This project has been carried out with the support of the European Community." "The content of this project does not necessarily reflect the position of the European Community or the National Agency, nor does it involve any responsibility on their part." Ing. Ivo Veselý Editors: PaedDr. Jiří Mezuláník, CSc. Ing. Ivo Veselý

3 Content 1 Work Package Methodological Guide Definition of the Work package Links to other project products Training and Guidance Modules Guide for Training and Guidance Modules 9 2 Work Package Module Profile Course Guide, Session Guide and Session Plans Handouts Tool box Best Practices Case study Handbook Appendix 89

4 Training and Guidance Module 1. Work Package Training and Guidance Module (Methodological Guide) Introduction The Leonardo da Vinci pilot project "TransCONVER" was created as a complement to the Phare Initiative of the European Union. The strategic aim of this project is to contribute to the rational restructuralization of the coalmining regions in Poland and in the Czech Republic. The TransCONVER project intends in this sense to offer a possibility of more systematic activities in reconversion-training, with the synergies and experience of western European partners. The project therefore, being based on the expertise of the partners from Western Europe, should facilitate citizen s entrepreneurship in the particular target regions by emphasizing the significance of small and medium free enterprise. In a long run it also foresees the creation of a European co-operation system of all industrialised regions of Eastern and Western Europe with a particular emphasis on the potential role of local regional partnerships Objectives of the project are as follows: Improve the skills and competences of local leaders like innovators, training practitioners and developers of conversion strategies. Promote innovative studies, testing and approving new ways of professional training instructing local trainers, leaders and counsellors. Improve the quality of, and access to, continuing vocational training to people in heavy industrial areas facing structural changes. Promote and reinforce the contribution of vocational training to the process of innovation. Introduce training products for the public and private sector (web sites, distance and multimedia education) with the use for example of a pragmatically oriented guidance module for the local conversion partnership (link to module page). Verify Western and Eastern European experiences in the field of heavy industrial restructuring and their connection with the processes of the EU enlargement and globalisation. Formation of European Coal Conversion Partnerships at local level to create the structures that will enable effective solving problems of restructuring in the European context. 1.2 Definition of the Work package 6 The Work Package 6 presents a methodological framework for the Training and Guidance Modules. It proceeds from the processed Need and Skill Analysis of the project (see ) and contains the following parts Methodological approach 4 Leonardo da Vinci TransCONVER

5 Training and Guidance Module Target regions description Target groups description Overview of the specifications of the skills for re-conversion Overview of the particular Training and Guidance Modules Structure of the particular Training and Guidance Modules Target Regions TransCONVER is based on three regions: Upper Silesia (including the Wałbrzych region) in Poland, Ostrava/Karviná region in the Czech Republic and the Ruhr District in Germany 1. Knowledge about these regions with information on the local situation is provided by each partner and is the basis for working-in the project. At the working meetings in Bytom and Karviná during 2001, experts from a variety of fields related to regional development presented specific issues in order to give an overview over up-todate problems of their region Target Groups Training and Guidance Modules consist of partial training modules, which come out of the carried out need and skills analysis of the defined target groups. The target groups are the following groups: 1. Municipality representatives 2. Large company managers 3. Managers of medium and small enterprises (SMEs) 4. Public institutions representatives 5. Non-governmental representatives and non-profit organisation representatives (NGO) 6. Teachers 7. Students Specific Skills for Re-conversion The need analysis and skills for re-conversion results of the above mentioned target groups were elaborated using a questionnaire in Upper Silesia and Ostrava/Karviná regions and they are available on Regional development partial studies, scientific outputs of other projects and programmes and dissertations (reference can be found at the same address) are additional sources for the need and skills assessment. The list of specific skills for re-conversion is as follows: 1 The names of the target region in the Czech Republic are stated differently in connection with the change of the administration system in the Czech Republic in In the project occur the following names: Ostrava/Karviná region (used before the change) and Moravian-Silesian region (used after the change). Leonardo da Vinci TransCONVER 5

6 Training and Guidance Module 1. Possibility of the project presentation of the re-conversion nature (projects solving the reconversion processes). 2. Competence to handle in implementing the re-conversion projects (especially with the orientation on the human sources). 3. Competences of finding information on the projects aimed at the re-conversion policy (public support of the endangered regions). 4. Team work competence, cooperation and project management of the SPO nature (cooperation of state and private organisations). 5. Ability to interpret and classify information according to its meaning for the projects of the structural re-conversion innovation. 6. Elaborating of the financial plans and analysis in the re-conversion strategies, investment design preparation. 7. Managing, assessing and motivating of the employees in realizing the re-conversion strategies (including the training and creation of the employer s support). 8. Competencies of the use of models and good examples in the conversion strategies. 9. Competence of the programming and realization of the training measures in the conversion strategies. 10. Creative skill strategic thinking including the innovation management in defining the reconversion processes. 11. Handling of marketing techniques (special product and consumer marketing), medialization skill in the conversion strategies. 12. Virtual team work with the application of information means, project management of the conversion processes in the virtual environment. 13. Capability of applying the principles and techniques of the environment to the problems of the structurally affected regions. 14. Evaluation capability of the legislative aspects in the re-conversion strategies. 15. Handling capability of the waste economy in regenerating the environment. 16. Preparation competence of the educational offer in relation to the required professional competences in changing the job position. 17. Creation capability of the cooperation system with social partners integrated into the reconversion process. 18. Application capability of the European educational standards in preparing the training courses solving the re-conversion problems. 19. Competence of learning and developing possibilities in the service sector (especially in tourism) in solving the creation of new jobs. 20. Capability of applying the partnership principles of the state and public administration in the tourism projects. 21. Competence of creating the service products (tourism) and product packages of these services in searching for new assertion possibilities of new employees. 22. Capability of applying the financial means from the public and private sector for realizing own projects. 23. Orientation capability in the regional re-conversion priorities in relation to investments. 24. Capability of defining the regional development and its prerequisite in the conditions of the reconversion strategy. 25. Ability of specifying the task of the municipalities within the regional policy solving the reconversion problems. 6 Leonardo da Vinci TransCONVER

7 Training and Guidance Module 26. Ability of defining the institutional security of the regional EU policy in specifying the structurally affected regions. 27. Essential abilities, which I would like to develop Six training modules have been elaborated based on the need and skill analysis, which cover the basic problematic areas of re-conversion process in the above mentioned regions. These training modules have been tested on samples of the defined target groups in Ostrava/Karviná region and in Upper Silesia. All materials of Work Package 6 are available to all partners and trainers in paper and electronic version. 1.3 Links to other project products Work Package 6 is linked to other project products, especially to: Work Package 11 The Work package 6 presents the conceptualizing of the Training and Guidance Modules and the essential methodological framework for the Work Package 11. The Work Package 11 is a complete Training and Guidance Handbook, which comprises the partial modules oriented according to the conclusions of the Need and Skill Analysis. Work Package 4 Virtual Coal Web Site, which supports the project as whole and at he same time it provides partial information about old industrial regions, best practices and case studies from re-conversion and other additional information for WP 6 modules and Work Packages 11. Work Package 5 Definition of need and skills tools, applying skills and sources into the project and performing needs analysis and determining priorities for future development of the project. Work Package 7 Virtual Coal, on-line training module comparing conditions of the re-conversion process in old industrial regions. It is available in electronic version on project web site ( and also on CD. Work package 8 Testing phases I and II for Training and Guidance Modules. Work Package 11 and Work package 7 on-line module were tested in target groups 1-7. Leonardo da Vinci TransCONVER 7

8 Training and Guidance Module 1.4 Training and Guidance Modules The following training modules have been compiled based on the need and skills analysis for the defined target groups: 1. Regional Development, Structural Policy and Re-conversion Models 2. Re-conversion Financial Sources 3. Re-structuring Management Centres 4. Re- structuring Destination Management 5. Re- structuring Environmental Management 6. Transborder Training Module 2 These modules have a uniform structure; partial differences are based on content and organization specifications of some modules (especially Transborder Training Module). The training modules consist of these parts: 1. Title page 2. Content of the Module 3. Training and Guidance Module (Methodological Guide) 4. Module Profile It is a concise resume of a training module and it contains a link to a target group, training skills, other work packages links, modules objectives, modules content and modules context. 5. Course Guide, Session Guide and Session Plans Features content and time schedule of a training, trainings methods, ways of assessment and work and a module evaluation. 6. Handouts They are structured aids for each session within a Session Guide. They serve a coach as a guide book for preparation and realization of lessons. Handouts have been prepared as Power Point presentations as well. 7. Tool box It contains summarizing control questions, exercise suggestions, examples for sessions etc. A coach is presumed to create an additional set of exercises for a specific training depending on variable course parameters. 8. Best Practices They are examples from re-conversion field in the target regions. Various Best Practices can be used for a specific training depending on its variable parameters. The summary of all the Best Practices is on of Best Practices, or in the text in English, Czech, German and Polish. 9. Case study Each module includes one or more case studies focused on the problems of the given module. Each case study consists of a focus on activity, content, context case, a link to target groups, results and the way of financing. Navigation for training is an important part of a case study. It gives recommendations for a group work, individual training, training methods and forms and assessment. 2 The formulation of the names developed in the course of work in particular modules. For that reason it is possible that in some project outputs the slightly different module names are stated. 8 Leonardo da Vinci TransCONVER

9 Training and Guidance Module 10. Handbook A handbook serves as an additional study text for course participants and it is intended for individual self-study training. It contains a link to other project products, in-depth explanation of a given module problems, general European experiences in the field of the module with specific experiences from the Czech Republic and Poland. Navigation for training is an integral part of any handbook. 11. The Questionnaire for WP 6 modules Evaluation A standardized questionnaire is a part of each training module. It serves as a feedback for authors of the modules and a coach (enclosed). It determinates a benefit of particular modules from a viewpoint of content and professional focus of respective target groups. 1.5 Guide for Training and Guidance Modules Training and guidance modules do not represent close rigid units. In regard to TransCONVER pilot character the Work Package 6 should be modular and flexible enough in the following parameters, which are therefore considered variables: target groups needs and skills orientation content training form and organization exercises, questions, assessments Each training module is preferably intended for a certain target group. The link to each module target group is in a Course Guide section. Each target group may be further internally differentiated for certain training, especially according to the number of participants of training, a level of their knowledge of a problem, hierarchy plane, position etc. Each training module answers concrete needs of a certain target group and tries to develop predetermined skills for re-conversion. The link to each module need and skills is specified in a Module Profile section. The coach sets up the specifications and preferences of the trained skills in relation to other variable parameters. Each module includes a recommended form and training organization, suggestions for exercises, discussions and individual work for the training participants. Leonardo da Vinci TransCONVER 9

10 2 Work Package Module Profile Target groups: Municipal representatives Large company managers SME managers Teachers Students (The module is particularly determined for regional and municipal decision-makers, regional and municipal clerks, especially from the financial and regional development department and for the projects managers.) Skills and knowledge to be taught: 1, 2, 3, 4, 6, 7, 8, 10, 13, 16, 17, 22, 23, 24, 25 Links to Work Packages: Work Package 5 Work Package 6 Work Package 7 Work Package 8 Work Package Course objectives: Specifics of the regional (local) development in the old industrial regions Moravian-Silesian region in the process of the regional transformation Financing and co-financing for re-conversion Forms of the EU support Best practices and case studies Course content: 1. Re-conversion processes in the old industrial regions Theoretic approach regulation theory Development of re-conversion processes in the EU countries 2. Regional transformation processes from the application point of view Ruhr area: - programmes for the regional re-conversion regional projects private activities private public partnership 10 Leonardo da Vinci TransCONVER

11 Upper Silesia Lorraine Organisations supporting regional re-conversion process 3. Moravian-Silesian region economic and social development during the 90 s Summary data of the economic development Transport and technical infrastructure Human resources, education, retraining Environment 4. Regional priorities New regional investment SME support Consulting and information services Development of education and retraining Elimination of the past ecological burdens Promotion of tourism 5. Financial sources State sources: budgetary extra-budgetary (project financing) Regional sources Private resources and supporting investments EU sources pre-accession post-accession periods Possibilities of co-financing of projects 6. Case studies and best practices of the project financing Course context The problem of financing presents a decisive element influencing the success of the project. The project of the course is aimed at presenting to the course participants the development related to the old industrial regions in the EU countries. The focus of the course is on the applied long-term political procedures and the co-operation of the public and private sectors. The next part of the project deals with the specific development of the Moravian-Silesian region within last ten years and presents regional aims in the future and the possibilities of their financing. The main issue of this part of the project concerns the co-financing of the projects since the regional resources are limited. Another aim of the course is related to the changes in the conditions of the cooperation with the EU in the middle of the year Leonardo da Vinci TransCONVER 11

12 2.2 Course Guide, Session Guide and Session Plans Course Guide Subjects: Target group Comments: Municipal representatives,large companies managers, SME managers, public institutions representetives, teachers, students Learning objectives for the target group Methodology (training approach) Objective of the course is to make the participants familiar with the financing possibility of the project by cofinancing from different sources Lectures, discussions in the plenary sessions and groups, case studies, best practices Number of participants 20 Language Czech, (English) Programme material Documents, case studies, web pages Programme construction Sessions Title Duration 01 Introduction 30 min 02 Re-conversion Processes 60 min theoretic approach 03 Regional transformation 90 min Processes 04 Specifics of the MSR 90 min 05 Regional Priorities 90 min 06 Financial Sources 180 min 07 Principles of Co-financing 180 min 08 Case studies, Best Practices 180 min 09 Evaluation 45 min Time schedule for the Training Programme - see programme: 12 Leonardo da Vinci TransCONVER

13 Sessions Monday Tuesday Wednesday Thursday Friday Session Session Session 04 Session 06/2 Session 08/1 Introduction Session 10, Session 02 Session 05 Session 07/1 Session 08/2 Session Session 03 Session 06/1 Session 07/2 Session 09 Evaluation Session Leonardo da Vinci TransCONVER 13

14 2.2.2 Session Guides Session Guide 01 Introduction Subject Description Subject Purpose Subject Objectives To establish team spirit among the participants, to enable the participants to understand the idea of the project and the concept of using the active integration into creation of the education supply. Information on the methodology recommended to be used in the course. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Enable the participants to take part in developing the curriculum of the course. Knowledge Knowledge of the methodology of the workshop and the content. Attitude See Session Plan Establishing personal contact with trainers, establish team spirit. Open minded and positive. Contents Ing. Ivo Veselý Resource persons (trainers) 30 minutes Duration Instruction, dialogue in plenum. Methodology Facilities and Classroom, OH projector Flip-chart, pens Equipment Materials Course Guide, hand out 01. Validation Understanding of the curriculum. criteria Knowledge of the expectations of Assessment participants and trainers. Validation Plenum discussions and feed-back. methods Notes Plenary session room. 14 Leonardo da Vinci TransCONVER

15 Session guide 02 Re-conversion Processes theoretical approach Subject Description Subject Purpose Subject Objectives Contents Resource persons (trainers) Duration Methodology Becoming acquainted with the social processes in the old industrial regions; regulation theory as a basis for the process solutions Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Being informed on the general principles of the regions transformation and regulation theory. Knowledge Finding the relevant information on the re-conversion processes. Attitude See Session Plan Ing. Ivo Veselý 60 minutes Appreciating own resources as well as resources of others. To apply theoretical part of knowledges. Information and discussion in plenum. Facilities and Classroom, OH projector, flip-chart, pens. Equipment Materials Prof. Eckart s comparatives study, hand out 02. Validation criteria Know-how on the existence of different processes in the regional Assessment re-conversion Validation Group discussions. methods Notes Plenary session room Leonardo da Vinci TransCONVER 15

16 Session Guide 03 Regional transformation Processes Subject Description Subject Purpose Subject Objectives Being given information on the re-conversion programme of the region (Ruhr area, Upper Silesia, Lorraine) and their development; emphasising the cooperation of the public and private sector; presenting the organisations supporting the regional transformation. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Acquainting with the specific methods of the transformation solutions of the region. Knowledge Practical knowledge of the cooperation possibilities among social partners. Attitude Establishing a common approach to the roles of the partners within the reconversion process. See Session Plan Contents Ing. Ivo Veselý Resource persons (trainers) 90 minutes Duration Instruction, dialogue in plenum. Methodology Facilities and Classroom, OH projector, Flip-chart, pens Equipment Materials Handbook, Transconver web page, hand out 03 Validation Knowledge of the purpose of the criteria different schemes. Assessment Validation Group discussion. methods Notes Plenary session room with PC equipment. 16 Leonardo da Vinci TransCONVER

17 Session Guide 04 Specifics of the MSR Subject Description Subject Purpose Subject Objectives The fundament presents the knowledge of the entrepreneurial specifications of the Moravian-Silesian Region technical and transport infrastructure, human sources, education, environment. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Knowledge of assessing the strong and weak points of the MSR. Knowledge Ability to compare the solution possibilities in the MSR as compared to the other old industrial regions. Attitude Knowledge of the documents about the state of the region. See Session Plan Contents Ing. Ivo Veselý Resource persons (trainers) 90 minutes Duration Information and dialogue in plenum Methodology Facilities and Classroom, OH projector, Flip-chart and pens. Equipment Materials Hand book, web pages, hand out 04. Validation Comprehensibility of the comparison criteria criteria and methods. Assessment Validation Group discussions and feed-back. methods Notes Plenary session room with PC equipment. Leonardo da Vinci TransCONVER 17

18 Session Guide 05 Regional Priorities Subject Description Subject Purpose Subject Objectives Familiarising the participants with the fundamental conceptual materials of the region, the method of its updating. Informing on the priorities of the regional development. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Knowledge of the main regional priorities in relation to its own activity competence. Knowledge Knowledge of the information sources on the regional development programmes Attitude The participants will use the standards in their development of the training courses and workshops See Session Plan Contents Ing. Ivo Veselý Resource persons (trainers) 180 minutes Duration Instruction, dialogue in plenum, Methodology Facilities and Classroom, OH projector, Flip-chart, pens, Equipment Materials Web pages, handbook, hand out 05. Validation Understanding of the regional criteria development programmes. Assessment Validation Feed back - own experiences methods presented during discussion. Notes Plenary session room with PC equipment. 18 Leonardo da Vinci TransCONVER

19 Session Guide 06 Financial Sources Subject Description Subject Purpose Subject Objectives Informing the participants with the fundamental financing methods of the regional activities and sources (budgetary, off-budgetary, purpose sources). Information on the support instruments, the combination of the private and personal sources. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Knowledge of the financing sources and support possibilities Knowledge Practice ability of combining the project financing from the different sources - namely from the combination of the public and private financing Attitude Detailed analysis ability of the sources and their compatibility. See Session Plan Contents Ing. Ivo Veselý Resource persons (trainers) 180 minutes Duration Instruction, dialogue in plenum. Methodology Facilities and Classroom, OH projector flip-chart and pens. Equipment Materials Handbook, hand out 06 Validation Gaining practical pieces of criteria knowledge of the real financial flows. Assessment Validation Feed back. methods Notes Plenary session room. Leonardo da Vinci TransCONVER 19

20 Session Guide 07 Principles of Cofinancing Subject Description Subject Purpose Subject Objectives Contents Informing on the conditions of financing the projects, where the EU sources are used (examples of the most common application PHARE, ISPA, SAPARD, structural funds).. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Knowledge of the co-financing conditions and EU supporting possibilities. Knowledge Knowledge of the conditions of applying the co-financing principle in the real project. Knowledge of the EU support procedures. Attitude Respecting the need of the exact compliance of the co-financing principles. See Session Plan Ing. Ivo Veselý Resource persons (trainers) 180 minutes Duration Instruction, dialogue in plenum. Methodology Facilities and Classroom, OH projector, flip-chart, pens. Equipment Materials Handbook, web pages, hand out 07 Validation Gaining practical pieces of criteria knowledge of the financial flows in Assessment the project and their timing. Validation Feed back. methods Notes Plenary session room with PC equipment. 20 Leonardo da Vinci TransCONVER

21 Session Guide 08 Case studies, Best Practices Subject Description Subject Purpose Subject Objectives Contents Resource persons (trainers) Duration Informing on the specific examples of the project financing with the EU participation. The practical application of the co-financing principle. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills To give the participants an overview of the possibilities of using information. Knowledge Comparison of the possibilities of the project financing at different transformation stages. Attitude See Session Plan Ing. Ivo Veselý 180 minutes Participants will learn the application of the financing standards, document and procedures. Instruction, dialogue in plenum, case studies, best Methodology practices. Facilities and Classroom, OH projector, flip-chart, pens. Equipment Materials Web pages, handbook, hand out 08. Assessment Validation criteria Gaining practical pieces of knowledge of the possibilities of the project realisation by means of the EU sources. Group discussion, Feed back own examples and practices (paper). Validation methods Notes Plenary session room with PC equipment. Leonardo da Vinci TransCONVER 21

22 Session Guide 09 Evaluation Subject Description Subject Purpose Subject Objectives Contents Resource persons (trainers) Duration Methodology Facilities and Equipment Materials To give to the participants final course overview and opportunity for the course evaluation. Upon completion of this subject, the participants should have acquired the following Skills, Knowledge, and Attitude: Skills Knowledge Attitude See Session Plan Ing. Ivo Veselý 45 minutes To give the participants a final course overview Trainer s overview, feed back of the participants on the course structure, used methods and trainers approach. Classroom, OH projector, flip-chart, pens. Course materials. Validation criteria Understanding of presented possibilities, documents and procedures. Group discussion, Feed back (final questionnaire). Assessment Validation methods Notes Plenary session room with PC equipment.. 22 Leonardo da Vinci TransCONVER

23 2.2.3 Session Plans Session Plan 1 Introduction Duration 30 minutes Main topics Sub-topics Time Notes 1. Information of schedule and purpose Topics and methodology, Time schedule showing sessions Plan and breaks planed. 10 Trainer 2. Presentation Distribution CV and small oral presentations. 5 Trainer of trainers 3. Presentation of Participants Each participant gives a very short presentation, Name, occupation and organisation. Write name card on A4 paper. 15 Particip ants Session Plan 2 Re-conversion Processes theoretical approach Duration 90 minutes Main topics Sub-topics Time Notes 1. Presentation of the old industrial regions Familiarising with the regions in the re-conversion process (Ruhr area, Lorraine, Upper Silesia, Moravian-Silesian) Transformation time flow 25 Trainer 2. Manifestation of the transformatio n processes 3. Theoretical approach to the region description. Development of the population structure Changes in the economic activity of people Effects on the environment Models of Gunar Myrdahl Regulation theory 25 Trainer 40 Trainer Leonardo da Vinci TransCONVER 23

24 Session Plan 3 Regional transformation Processes Duration 90 minutes Main topics Sub-topics Time Notes 1. Information on the general fundamental transformatio n processes in Ruhr area Presentation of the programmes for regional re-conversion (main targets, time flow) Main regional projects Private activities, private-public partnership Presentation of the main institutions managing and supporting the regional transformation 45 Trainer 2. Information on the transformatio n processes in the other regions 3.Work group (discussion) Presentation of the information on the programmes and organisations for the regional re-conversion (Upper Silesia) Presentation of the information on the programmes and organisations for the regional re-conversion (Lorraine) Comparison of the approach of the individual regions, an estimation of good and bad experience 30 Trainer 15 Particip ants Session Plan 4 Specifics of the MSR Duration 90 minutes Main topics Sub-topics Time Notes Main characteristics of the region development during the 90s 35 Trainer The development of the economic activities decline in 1. Presentation mining industry and metallurgy of the Presentation of the programmes for regional re-conversion Moravian- (main targets, time flow) Silesian Main regional projects Region Private activities, private-public partnership Presentation of the main institutions managing and supporting the regional transformation 2. Current situation of the MSR 3. Work group (discussion) Regional objectives Regional social partners New entrepreneurial activities; transport and technical infrastructure Human sources development Environment The most significant changes in the MSR Comparison of the transformation conditions of the MSR and other regions 30 Trainer 25 Particip ants 24 Leonardo da Vinci TransCONVER

25 Session Plan 5 Regional Priorities Duration 90 minutes Main topics Sub-topics Time Notes 1. Information on the regional priorities. Main development documents of the region Main priorities of the development programmes 40 Trainer 2. Information on the particular activities 3. Work group (discussion) Regional investment SME support Consulting and informational services Promotion of tourism Labour market, education and retraining Elimination of the past ecological burdens 30 Trainer Own applications and participants experience 30 Trainer + particip ants Session Plan 6 Financial Sources Duration 180 minutes Main topics Sub-topics Time Notes 1. Information on the financing from the sources within the Czech Republic Financing from the government sources budgetary and extra-budgetary (roject financing) Regional and municipal financing sources Non-governmental organisations Financing from the privatel sources Private-public partneship 60 Trainer 2. Information on the supporting possibilities from the EU 3. Work group (discussion) Pre-accession period funds (PHARE, ISPA, SAPARD ) Practical experiences in the EU pre-accession funds use Post-accession period funds (ERDF, ESF, cohesion fund) Theoretical approach 60 Particip ants + Trainer Own applications and participants experience 60 Trainer + particip ants Leonardo da Vinci TransCONVER 25

26 Session Plan 7 Principles of co-financing Duration 180 minutes Main topics Sub-topics Time Notes 1. Information on the financing principles of the programmes Principles of financing the particular programmes The co-financing amount Duties during project realisation Financing from the private sources 90 Trainer 2. Use possibilities of the supplementa ry programmes Possibility of the grant use, supports and subsidies for cofinancing the projects 90 Trainer Particip ants Session Plan 8 Case studies, best practices Duration 180 minutes Main topics Sub-topics Time Notes 1. Information on the projects of the reconversion nature Best practices from the Moravian-Silesian region Best practices of the TransCONVER project TransBORDER training module Other experiences 60 Trainer 2. Financing procedures 3. Work group (discussion, paper) Documentary preparation Realization of the entrepreneurial projects Realisation of the municipal and infrastructure projects Průběžná kontrola a hodnocení Own application and participants experience One s own ideas (best practice, project idea) 60 Trainer 60 Particip ants 26 Leonardo da Vinci TransCONVER

27 Session Plan 9 Evaluation Duration 45 minutes Main topics Sub-topics Time Notes 1. Trainer s final overview Course / module overview Feed back 20 Trainer 2. Participants feed back Participant s course evaluation 25 Particip ants Leonardo da Vinci TransCONVER 27

28 2.3 Handouts HANDOUT 01 Topic: Course name: Teacher: Introduction Financial Sources for Re-conversion Ing. Ivo Veselý Silesian University in Opava School of Business Administration in Karviná Department of Finance Course objectives: To define theoretical approaches of the regional re-conversion processes. Regulation theory as a base for research To present programmes, projects and activities for the re-conversion in the following old industrial regions Ruhr discrict Lorraine Upper Silesia Moravian-Silesian region To present re-conversion processes supporting organisations To make participants familiar with economical characteristic of the regions and regional development priorities To specify the role of particular social partner in the re-conversion processes To present financial sources for the re-conversion governmental sources budgetary extra-budgetary regional sources non-governmental organisations private sources EU sources To identify the essential forms of the EU aid in the area of re-conversion To present best practices and case studies from the area of re-conversion processes 28 Leonardo da Vinci TransCONVER

29 HANDOUT 2 Topic: Re-conversion process theoretical approach Figure 1 Old industrial regions: an above-average density of population, size of centers, provision of infrastructure (in contrast to rural regions) an above-average existence of industry (compared to other regions of similar size) early industrialization (compared to other regions in that country) the regional economy is dominated by specific sectors (usually heavy industry) economy is often dominated by big enterprises Figure 2 Old industrialized regions have experienced a development that can be described by the model of Gunnar Myrdal. Leonardo da Vinci TransCONVER 29

30 Figure 3 Process of economical changes (TRANSFORMATION, RE-STRUCTURATION, RE-CONVERSION ) local economy looses its ability to function properly key sectors close down in a collapsing economic formation people are forced to emigrate 30 Leonardo da Vinci TransCONVER

31 HANDOUT 03 Figure 1 Program for Reconversion of the Region North Rhine Vestfalia The process of reconversion was started in the 60 s. The most important program for regional development is following: Entwicklungsprogramm Ruhr (1968) Nordrhein- Westffalen-Programm (1975) Arbeitmarktspolitisches Programm der Bundesregierung (1979) Aktionsprogramm Ruhr Zukunftsinitiative Montagregion (1987) Zukunftsinitiative für die Region Nordrhein-Westfalens Handlungsrahmen für die Kohlgebiete (1991) Programm für Industrieregionen im Strukturwandel (1993) Zukunfts- und Aktionsprogramm Ruhr Figure 2 Support for Reconversion of the Region: North Rhine Vestfalia Kommunalverband Ruhrgebiet Initiativekreis Ruhrgebiet Wirtschaftsforderungsgesselschaften Haus der Technik Business Angels Agentur Ruhr Gründer Support Ruhr Leonardo da Vinci TransCONVER 31

32 Ruhr Networker Emscher-Lippe-Agentur Technologieberatungsstelle Ruhr und Technologiezentren. Figure 3 Program for Reconversion of the Region Upper Silesia Restructuring plans for coal-mining region: Program for the Prevention of Bankruptcy in Coal Mining (1993) The Restructuring Program (1994) The Regional Contract (1995) The Re-structuring and Development Program (1998) The Development Strategy of the Silesian Voivodeship Leonardo da Vinci TransCONVER

33 HANDOUT 04 Topic: Specifics of the Moravian-Silesian Region Figure 1 Program for Reconversion of the Region Moravian-Silesian Region REGVIS 2005 (Regional Vision) which puts further development of the region for a specified period of time Program of the development of the territorial area of the Ostrava s district as a tactical document which specified aims and development activities in the form of concrete measures and projects; determinate their supporters and specifies a way of financing and implementing Regional Operating Program (ROP) as a document which is put together on the level of the region of NUTS 2 and elaborates those problematic strategy units, for which a co-financing from the EU sources will be requested Regional Development Program which was approved at the end of the last year. We are dealing here with the first material approved by the regional councils after the change of the territorial arrangement in the Czech Republic. It refers to the previous documents and it defines its objective in the change of the NMR into a region with a modern production and service structure by 2010 Figure 2 SWOT Analysis-The Entrepreneurial Environment and Infrastructure Strengths Weaknesses Good technical standard in some branches High concentrations of such industrial (paper-making, pulp and beer production, activities, which undergo essential hats and pharmaceutical products, tools and restructuring, e.g. coal mining, metallurgy machine parts manufacturing, etc.). and engineering and also strong territorial The long-term tradition in the transport and concentration of coal mining, metallurgical general engineering, textiles, chemistry and and engineering companies. assembly of large investment projects. Insufficient dynamics in improving the The capability of the region s economy to technological standard of the production master large structural changes in industry. (the implementation of advanced technologies) resulting in low productivity of work, high power consumption and operational overheads in most of the processing industrial companies. The existence of many large companies, Leonardo da Vinci TransCONVER 33

34 which are insolvent or about to become bankrupt due to high debts and nonproductive properties. The lack of programmes and services at the regional level to support the development of small and medium-sized enterprises and to be able to exploit the existing and entrepreneurial infrastructure and its development. The lack of financial sources available to small businesses (entrepreneurs). The uneven economic development of the regional economy. Opportunities The development of the Ostrava-Mošnov airport, the establishment of the commercial and trade centre on the airport site and the development of the free zone in this area. The international development of entrepreneurship in the sphere of innovations and new technologies via the Scientific and Technological Park in Ostrava. The exploitation of high educational and training potential of the three universities resulting in the improvement of the economic standard of the region, with the priority focus upon microelectronics, biotechnologies, industries based on new materials, scientific branches and clean technologies and computer software. The existence of good (comparatively favourable) conditions for foreign capital including the transfer of the state-of-the-art technologies. The development of cross-border cooperation with the regions along the northern and eastern border including new job opportunities. To preserve the compatible, traditional branches (e.g. coal mining, metallurgy, engineering, etc.) in case of their successful restructuring. Threats The loss of domestic and foreign markets due to low competitiveness of companies. The long-term recession and the shutdown of some significant industrial enterprises in the region. Further decrease in economic activities in underdeveloped and structurally afflicted parts of the region. Continuing poor investment performance, lacking ability of the regions to create conditions for foreign investors, continuing stagnation of development and innovations in businesses, lacking support to science and research The slow implementation of measures towards a development of determined priorities; and incapability to allocate the appropriate human, financial and material resources. The slow completion of the privatisation process. The continuation of the process where Prague and Czech regions absorb of the foreign investments. 34 Leonardo da Vinci TransCONVER

35 Figure 3 SWOT Analysis - Human Resources and Social Supportive Mechanisms Strengths Weaknesses The sufficient potential of qualified, flexible The outflow of highly qualified workforce and well-retrain able workforce, which can from the region. be used for the development of new High number of people with insufficient or economic activities in the region one-sided qualification as a result of the The adequate capacity of educational reduced activities of the coal mines and facilities, the existence of three universities metallurgical plants. in the region. The high unemployment rate resulting in the Progressing development of non-profit social long-term unemployment. care sector. The ageing of the region s population and the increasing of the population number in active age without the possibility of securing a job (amended in the course of the edition). The lack of programmes for specific groups of difficult job applicants the school graduates without experience, mothers after maternity leave, men and women of middle to old age, the citizens of the Romanise nationality, etc. (supplemented in the course of the edition). The lack of programmes for the support and development of human resources in small and medium-sized enterprises, and programmes to assist people made redundant under the restructuring process to re-enter the workforce as soon as possible. The uneven accessibility of the health care in the region. The lack of small and social flats (apartments). The uneven accessibility and quality of social services. The insufficient capacity and quality of social care for the disabled citizens, the homeless and uninsured people, especially in small communities, and inadequate postoperative, out-patient and minor illness facilities. Limited housing market, constrained mobility of workforce. Opportunities The technical expertise, creativeness and skills of the high number of the regional workforce which can be exploited in the development of new economic activities. The exploitation of the educational and training potential of the three universities to Threats The continuing unemployment and vast regional differences in the unemployment rate and vacancies Growing problems with some categories of the population (handicapped people, elderly workers, unqualified people, women and Leonardo da Vinci TransCONVER 35

36 improve the economic standard of the region. The regional co-ordination of the secondary schooling system (especially that of the apprentice schools). The solution of the impacts of demographic development changes the adaptation of the schooling system to the lower numbers of children and the redeployment of resources to the care of the elderly. Use of and support to the non-profit sector. school graduates) and the growth of the socially weak people or those endangered by social pathology). The outflow of inhabitants from some areas with the traditional agricultural and forestry production, the worsening demographic structure of active population in the agriculture. 36 Leonardo da Vinci TransCONVER

37 HANDOUT 05 Topic: Regional Priorities Figure 1 Regional priorities The entrepreneurial environment and entrepreneurial infrastructure The infrastructure and integration of the region within Europe Human resources and social supporting mechanisms The environment Tourism and the spa industry Agriculture and the country development. Figure 2 Main measurment The establishment of conditions for new investments in the region The development of consultancy and information services for entrepreneurs The development of the small- and medium-sized enterprises The implementation of new technologies The revitalisation and restructuring of large industrial companies. Leonardo da Vinci TransCONVER 37

38 HANDOUT 06 Topic: Financial sources Figure 1 Financial sources Government sources budgetary extra-budgetary (project financing) Regional sources Private resources and supporting investments EU sources pre-accession post-accession periods Possibilities of co-financing of projects 38 Leonardo da Vinci TransCONVER

39 HANDOUT 07 Topic: Principles of co-financing Figure 1 Pre-accession aid from the financial instruments PHARE, ISPA and SAPARD Candidate countries in total (yearly, in million EUR) Czech Republic (Yearly, in million EUR) Czech Republic (Yearly, in million CZK) Minimum Maximum Average Minimum Maximum Average PHARE * ISPA SAPARD In total * We are dealing here with the amount allocated for the area of industrial and social coherence from the total PHARE allocation amounting to 79 million EUR. Figure 2 From the structural funds the following activities can be supported: Direct investments into the creation of new job possibilities Services for small companies (consulting, establishing or saving the existent companies, financial engineering, technology transfer, marketing, certifications etc.) with the aim of developing the regional and local potential and diversifying the economic activities The essential economic infrastructure (transport, telecommunication, energy, solid waste deposals, waste water purification, the renewal of the industrial localities, entrepreneurial parks) Research and development, technological innovations The infrastructure for education and health system, personal services The improvement of the infrastructure for processing and selling the agricultural and fish products The modernisation of equipment, quality certificates for the local agricultural and craft products The diversification of the economic activities in the rural area (mainly by means of tourism) Environment protection and natural heritage The redevelopment of buildings, the development of cultural values The restoration of the crisis affected municipal districts Transborder and multinational cooperation, experience exchange Finding new job opportunities for young people, the unemployed, who live in poverty or are endangered by the social isolation, by means of the employment Leonardo da Vinci TransCONVER 39

40 assistance and training (entrance, continuing, multilevel), the preparation of instructors, research workers, administrative personnel, equal opportunities for men and women The development of new qualifications, e.g. for the purpose of increasing the adaptability towards the changes at the labour market The adaptation of the training structure and employment. Figure 3 The European Regional Development Fund (ERDF) The European Regional Development Fund (ERDF) is the main source contributing to achieving the development and support objectives of the structural adaptation of the regions to the underdeveloped development and structural problems resulting from the ongoing economic and social changes. From the ERDF means the aid for the problematic regions is co-financed oriented chiefly on: The investments into the production determined for creating new or existent jobs The investments into the infrastructure, including the trans-european networks for the regions classified into Objective 1 The investments into education in the regions classified into Objective The development of the local potential the local development and the SME development in the problematic regions Research and development The investments into the environment protection Figure 4 The European Social Fund (ESF) In compliance with the European employment strategy the European Social Fund mainly focuses on the financing of retraining and the employment development, and its instruments can be used for co-financing all three Objectives.. From the ESF means the following is supported: The integration of the unemployed, chiefly the long-term unemployed The integration of young people into the work process The integration of persons excluded from the labour market Support of equal opportunities on the labour market The workers adaptation to the industrial changes The stabilization and employment growth Strengthening the human potential in research, science and technology Strengthening the education system and further qualification. 40 Leonardo da Vinci TransCONVER

41 Figure 5 Project stages Opportunity study the identification of the entrepreneurial possibilities Pre-feasibility study Feasibility study Investment stage Running stage Leonardo da Vinci TransCONVER 41

42 HANDOUT 08 Topic: Case studies, Best practices Introduction to the case study RADA (Rural Area Development Alternatives). The project aims increasing the support of economic development in rural areas through emerging of industrial SME or new alternative economic activities Objectives SME support in rural areas Tourism development support Principal partners: City of Hradec nad Moravicí Silesia Voivodship Lorraine Regional Council Shannon Development Regional Government Castilla La Mancha Financing PHARE ERDF Financing of the project was managed in two different ways: within Phare programme (with EU contribution 75%) and within ERDF (European Regional Development Fund) programme (with EU contribution 63,5%). Budget of the Czech partner was EUR, in which was EU contribution EUR and EUR as a own co-financing. But also co-financing were diversified. Part of costs refunded state budget during sector and regional operating plan support and by the SME support sources. Last part of costs was paid of the municipal budget. 42 Leonardo da Vinci TransCONVER

43 2.4 Tool-box Tool-box 01 Subject Description Questions Discussion Course work What motivated you to visit the course? Present the possible future advantages the course is to bring to you. Tool-box 02 Subject Description Questions Discussion Course work What parameters may be used to describe old industrial regions? Present examples of old industrial regions. How long did the process of re-conversion take? What is the regulation theory based on? Which specifics do the re-conversion processes in the Moravian-Silesian region have? Which parameters influence the process in positive and negative ways? Describe the changes in economic activities of the inhabitants of the Moravian-Silesian region. Tool-box 03 Subject Description Questions Discussion Course work What programs of re-conversion do you know concerning individual old industrial regions (Ruhr district, upper Silesia, Lorraine)? Which organizations supporting re-conversion processes do you know? What differences did you notice among individual industrial regions? Based on the knowledge of the programs describe the dynamics of re-conversion processes in the Ruhr district. Which knowledge concerning regional transformation are applicable in the Moravian-Silesian region? Leonardo da Vinci TransCONVER 43

44 Tool-box 04 Question Discussion Course work Subject Description Which basic changes occurred in the Moravian- Silesian region in the course of the 1990s? Which regional development programs do you know? Which new entrepreneurial activities appeared in the region in the course of the 1990s? Which basic advantages and disadvantages does the region dispose of? Define the main social partners in the process of reconversion and their tasks. Compare data from the session to your conclusions from the tool-box 03. Tool-box 05 Question Discussion Course work Subject Description What are the main priorities of the Moravian-Silesian region development? What main ways to meeting the priorities do you know? Present your own experience with realizations of some of the regional priorities. Is it possible to rank the priority according to the significance. Present your opinion and support it. Tool-box 06 Question Discussion Course work Subject Description Which main financial sources of the development projects do you know? What regional and municipal sources could be exploited for the project financing? What is the significance of private public partnership? What EU sources are the most important concerning financing of the regional activities at the present? Compare the role of the state, private and European sources of financing of the regional projects. What changes will bring entry of the Czech Republic to the EU with regard to the financing the regional projects? 44 Leonardo da Vinci TransCONVER

45 Tool-box 07 Question Discussion Course work Subject Description What is co-financing? What types of projects do the sources of EU participate on in greater extend (entrepreneurial or municipal)? Name the individual of the development project preparation. What is the importance of opportunity study? What are eligible costs? What is the role of feasibility study within the preparation of development projects? Consider what aspects you have to take into account during the preparation of a development project. Tool-box 08 Question Discussion Course work Subject Description What information sources are possible to exploit when obtaining case studies and best practices? What is the significance of CS and BP in the process of re-conversion? Which of the introduced CS and BP are the most important and why? Based on the obtained experience prepare CS or BP you would like to present in the course. Leonardo da Vinci TransCONVER 45

46 2.5 Best Practices Best Practices Landschaftspark Duisburg-Nord (Duisburg) Regional Secretary Emscher-Lippe Circa-business Infrastructure in Silesia - Marklowice Regional Innovation Strategy Labour Pool Subject Description abases/best_practices/bestplandschaftsparkdu.pdf abases/best_practices/ abases/best_practices/ abases/best_practices abases/best_practices 46 Leonardo da Vinci TransCONVER

47 2.6 Case Study 1. Identification of policy/initiative *Title RADA Rural Area Development Alternatives *Name and full contact details of key contact person 3 *Keywords (These should also refer to themes relevant to other objectives groups where appropriate) *Key priority(ies) addressed *Duration of policy/initiative Ing. Zdeněk Fischer, CSc. Regional Development Agency Ostrava Na jízdárně Ostrava zdenek.fischer@rdaova.cz Ing. Ivo Veselý Silesian University School of Business Administration Karviná Univerzitní nám Karviná phone #: vesely@opf.slu.cz Rural area, SME support, EU funds, Phare, ERDF, project financing. Building up a SME support framework for rural areas. Offering improvement of rural tourism services of regional aspects. To expand the knowledge on project financing - regional and local aspects. Beginning Ending 06/ /2003 Leonardo da Vinci TransCONVER 47

48 *Outline, Summary One of the examples of regional policy development in the Czech Republic is the project which was presented within the EU Phare 2000 pre-structural funds. Its name is RADA and it was financed from the EU and Czech Republic budget and municipal sources. The whole project is aimed at the supporting of the economic growth in rural areas especially by helping SMEs to develop and supporting new alternative economic activities. The aim was carried out in two areas: SME support in rural areas tourism growth support Two main criteria were applied to each of the areas. The first criterion included the analysis, the assessment and the consideration of the partners cooperation; the second criterion led to the implementation of the solutions helping to support SME and pilot projects in the tourist industry. For the Moravian-Silesian Region the project is interesting and valuable on the one hand for its placement, because the area directly borders with Ostrava-Karviná industrial agglomeration, on the other hand for its way of financing. A very wide spectrum of support from the EU and the Czech Republic funds was used within the project. The knowledge of proceedings needed for the international projects financing is crucial considering the changes which are going to happen in the scope of using the European sources after the year Contextual information *Regard as previous national/regional policies/initiatives in the key priority considered Economic level, dynamics of development of the Moravian-Silesian Region and the economic pattern were the result of its long-term historical development. The regional policy was based on its mineral resources and aimed at the development of industry (coal mining, steel industry). The region was the important industrial centre. Until 1990 it was one of the most important industrial parts of central Europe. *Regard as other national/regional policies in related priorities (for example, policies on social inclusion, on regional development, on lifelong education, on gender issues, ) EU approaching policy, Czech regional development policy (see Midule 1). 48 Leonardo da Vinci TransCONVER

49 3. Content of policy/initiative *Needs attended to, issues, problems to solve One of the main problems of the regional policy in the Moravian-Silesian Region is to change the general view on the region as the place with heavy industry, high unemployment and environment problems. The initiation and the development of the tourist industry activities is one of the possibilities. The advantage of that is, that at the same time SME and self-employment is supported, because the tourist industry area and services generally is the sphere of the group of entrepreneurs. At the same time it is important to introduce the successful solutions and raise the entrepreneur's knowledge on co financing possibilities or actively offer consulting service. *Aims and objectives Matter-of-fact solution The following outcomes were elaborated within the project matter-of-fact solution: - The analysis of rural enterprise and local environment for the triangle cities (Hradec nad Moravicí, Vítkov, Fulnek) - The analysis and diagnosis of the social, geographical and tourism related potential of the beneficiary area - The rural tourism assessment analysis and strategy set up - The development plan of the tourist infrastructure and informational resources - Development support and offer of the SME schemes Educational module - The project financing analysis and its generalization - Educational module elaboration including the abstracts *Implementation (programmes, methods, measures and actions) All partial aims, methods and procedures which were used in the project aim at its completion. Cooperation with municipalities and entrepreneurs Workshops Formation of advisor committees Methods of primary evaluation and dissemination Teachers and instructors training Best techniques (practices) module Educational seminars Evaluation activities Methods of school evaluation Preparation on the educational module Leonardo da Vinci TransCONVER 49

50 Assessment of practical trainings Development of an educational possibilities Methods of pedagogical planning Analysis of actual possibilities The definition and structure of expected aims *Scope or level: national, regional, local Regional and local. The implementation of the project shows that the project will also be applicable in other regions of the Czech Republic. *Partners involved (in the design, implementation and evaluation of the policy) Realization phase Five principal partners co-operated in the project: The city of Hradec nad Moravicí Silesia Voivodship Lorraine Regional Council Shannon Development Regional Government Castilla La Mancha Implementation phase Evaluation phase Principal partners 13 partners (for example municipalities, RDA Ostrava, Upper Silesia Development Agency, Lorraine Regional Council ) Partners Silesian University School of business Administration *Target Group(s) (definition and estimated quantification) Municipal representatives Large company managers SME managers Teachers Students (The module is particularly determined for regional and municipal decision-makers, regional and municipal clerks, especially from the financial and regional development department and for the projects managers.) 50 Leonardo da Vinci TransCONVER

51 *Financial support (source: public and/or private; amount, beneficiaries) Source Amount Beneficiaries Total budget PHARE Phare 2000 contribution Czech partner- total Phare Czech contribution Total budget ERDF ERDF contribution 223,229 EUR 167,422 EUR 123,480 EUR 92,610 EUR 30,870 EUR 440,530 EUR 279,860 EUR *Overhead and other costs incurred by the policy/initiative none 4. Outcomes and results *Perceived strengths (qualitative and quantitative evidence) *Perceived strengths (qualitative and quantitative evidence) Before finishing the project, the following qualitative and quantitative evidence can be stated: 5 principal partners and 13 partners have cooperated within the project; all these institutions have received support; the following base materials have been elaborated: Development support and offer of the SME schemes The analysis of rural enterprise and local environment Analysis and diagnosis of the social, geographical and tourism related potential The rural tourism assessment analysis and strategy set up The development plan of the tourist infrastructure and informational resources The implementation of the project on Cistercian Landscape Park of Rudy Wielkie The development of the database of over 300 SME operating in the beneficiary area there were five educational journeys and workshops total in the partner countries publicity materials on tourism possibilities have been issued the material generalizing the experience from the project financing has been elaborated the education module for the experience transfer has been elaborated Leonardo da Vinci TransCONVER 51

52 *Perceived weaknesses and areas requiring further improvement (qualitative and quantitative evidence) Matter-of-fact solution other solution and the region presentation depends on financial resources tourist industry development regional draft is being processed and approved Educational module the lack of practical experience with the new type of project financing insufficiently coordinated process in the project preparation the lack of trainers *Outcomes, specific achievements (qualitative and quantitative evidence) The main outcomes of the project bring external multiplication effects: One of them is creation of the cooperation system, which aims at the active involvement of the tourist and entrepreneurial potential of the region. Together with the change of regions financing we can expect a more significant support of the local and regional activities. In the education area it is necessary to finish the closed education system in the project financing area. It will be based on two basic types of courses. One of them will be designed for students and it should be included in the Public economics and Administration programme, the second one will be more practical and it will be intended for local leaders and municipality project managers. *Subsequent or parallel launching of related policies/initiatives (if relevant) The realization of the tourist industry support projects in the Moravia-Silesia Region is individual for now, depending on the possibilities of the respective subjects. Because it is one of the priorities, which comes out of the region development programme, a unified solution philosophy is being prepared. The knowledge and experience of the solvers is still a problem. While the utilization of pre-access funds has become better known in the past 10 years, the utilization of new funds and project preparation for them is problematic. The regional authority coordination role should persist in its today's form anyway as it is realized for the Phare 2003 programme. Parallelly with this solution the preparation of the trainers and consultants will take place and the field of study will be introduced to education. *Transferability (in what sense this example may have relevance in the European context?) The rapprochement of the realization abilities of the candidate and member EU countries will be one of the crucial problems. From this point of view any direct regional cooperation is useful. For education practice we can consider mobility enhancement of teachers, trainers and students. 52 Leonardo da Vinci TransCONVER

53 Sources of the information provided Regional Development Agency Ostrava Silesian University, School of Business Administration 5. Evaluation criteria Please specify the evaluation criteria used to select this example as good and add any other relevant comment The project realization in the area suffering from the reconversion process was the base criterion for the assessment. The tourist industry project realization was the next aspect for the choice. The tourist industry represents the regional priority from the point of view of the development aims. The same reason may be given for the including of SME. Last but not least it is the project with the most diversified structure of cofinancing and at the same time it is a project, where the participants from the candidate countries could get acquainted with the EU project financing. These reasons have led to the fact that the project has been chosen as a part of the educational and training programmes for project financing carried out in cooperation with the EU member countries. 6. Navigation for Training *Recommended target groups for the training (specifically for particular training group) The module Financial sources for re-conversionwas elaborated as a theoretical and methodological point Work package 6 and the given knowledge could be applied on the conditions of restructuring Moravian-Silesian region in the context of the Czech Republic integration to EU. The module goals unfold from this thought and they should be taken into consideration in the education process itself, its methods and forms. It is obvious the theme is quite wide. During training it is often necessary to go deep into it depending on a target group the course is prepared for. The following groups can be put among the target groups: Municipal representatives Large company managers SME managers Teachers Students (The module is particularly determined for regional and municipal decision-makers, regional and municipal clerks, especially from the financial and regional development department and for the projects managers.) Leonardo da Vinci TransCONVER 53

54 *Recommended duration of the training (specifically for particular training group) See the Course Guide. *Recommended Training Forms and Methods (specifically for group training and individual training) Recommended Training Forms and Methods as follows: instructions dialogue in plenum conversation self-access work Students: As far as students, this category should get as wide general knowledge in the field as possible; nevertheless it should be in general level only as students do not have shaped job orientation yet. They can use their general knowledge in as a wide job sphere as possible. A lecturer might be recommended to respect the scope of the given handbook and divert from some detail matters as for example specifications of concrete projects types carried out within pre-accession assistance in Moravian-Silesian region. Teachers: It is presumed this target group has sufficient starting theoretical knowledge in this field, it is appropriate to lay stress on practical matters and devote time especially to the application of theoretical knowledge to practice. Elaboration of a set of questions within a case study seems suitable for this purpose. How to lead training in groups? Target group we are dealing with, it is necessary to introduce the group into a theme and begin with a presentation. The subsequent discussion within a group can be based on the presentation of the given theme. The questions given at the end of each thematic unit in the handbook serve as verification of comprehension of the explained and discussed problems. Next it is necessary to apply the acquired theoretical knowledge in practice as much as possible (for example possibility to use respective tools to solve regional disparity, possibility for Moravian-Silesian region to participate on assistance from EU structural funds etc.) For that purpose there are recommended Best Practices, which describe realization of some of regional policy tools in Ruhr discrict and in Upper Silesia. Especially practical experience of the town of Marklowice in Poland might be appropriate for comparison of experience of the city of Karviná How to approach individual preparation? Because of the wide problems the participants have to master, it is necessary to motivate them to active individual preparation. The preparation should lie in elaboration of tasks and questions, which were not worked out in the course itself and in study of materials (for example the strategic visions of Moravian-Silesian regional 54 Leonardo da Vinci TransCONVER

55 development) A course work papers will be elaborated with respect to the participant's professional focus. *Recommended sources / references ECKART, K, a alli., Social, Economic and Cultural Aspects in the Dynamic Changing Process of Old Industrial Regions - Ruhr District (Germany), Upper Silesia (Poland), Ostrava Region (Czech Republic). Publishing House: Lit Verlag Münster, Agenda The Institute for international relationship. Prague An act on united Europe. The Institute for international relationship, Prague Treaty of Amsterdam. Had, M. Urban, L.: European Community. The first pillar of EU. The Institute for international relationship. Prague Nevin, E.: The Economics of Europe. MC Millan Roman agreements. The Institute for international relationship, Prague Growth, competitiveness, employment. Challenges and ways forward to 21 st cent. The White Book the Institute for international relationship. Prague The Treaty on EU. The Treaty on EC foundation. Victoria Publishing., Prague Winkler, J., Wildmannová, M.: European Union European job markets and industrial relationships. Computer Press, Prague Development strategy of the Silesia Voivodeship *Evaluation Criteria (criteria used to evaluation of the case study) The first important item of evaluation participant's successfulness of his/her command of a given theme is the already mentioned lecturer's feedback within discussions lead in groups and within application parts of a course (for example solution of tasks included in the Case Study). Next it is possible to assign a seminar paper within selfstudy, which the author would defend and the group would have the possibility to formulate their opinions. The last, but in my opinion the least suitable form of verification is a written test containing the questions, which would be linked to a module content. Leonardo da Vinci TransCONVER 55

56 2.7 Handbook 1 Old Industrial Region 1,1 Characteristics Old industrial regions are characterized by several traits: An above-average density of population, size of centers, provision of infrastructure (in contrast to rural / peripheral regions) an above-average existence of industry (compared to other regions of similar size) early industrialization (compared to other regions in that country) the regional economy is dominated by specific sectors (usually heavy industry), situated at the end of the production cycle) economy is often dominated by big enterprises little ability to regenerate out of own power Starting point for a circular development is the establishment of new industrial enterprises (e.g. coal mines, iron and steel industry). This leads to a growth of local employment and population. This again attracts capital and enterprises because they want to profit by the demand of locally produced goods and services. Therefore, the service sector working for the local market grows and the general prosperity of the region increases. An increase in the spending power of public institutions results from higher inland revenues that make better infrastructure for the population and the businesses possible. If further enterprises join the existing ones, the cycle begins anew. In addition to the outside circular development, there is a circular development in the inside, as mentioned with the growth of the local reservoir of the qualified industrial workforce or the development of supplying industries. In this way, other enterprises join the existing ones, adding a supply of services that are necessary for further development. A network of businesses evolves. In the center, there are enterprises that are central to the development from the beginning. They are referred to as key industries sectors that dominate an economic formation. Iron and steel industry are given as an example, but it is not isolated, but connected with upstream and downstream industries, other supplying, helping industries, and supporting institutions. They can be found in the field of energy supply and delivering of needed material in mechanical engineering, in the maintenance of means of production, financial services, insurance and management consulting. Old industrialized regions have experienced a development that can be described by the model of Gunnar Myrdal. 56 Leonardo da Vinci TransCONVER

57 However, in the process of economical changes is also possible that the local economy looses its ability to function properly and people are forced to emigrate; the loss of human resources shows negative effects in the long run. Key sectors close down first in a collapsing economic formation, which results in declining qualities of the region for connected businesses and specialized services. In this phase, there is a circular development, too. It is referred to as the vicious cycle of a declining economic formation. At the end of the regional life cycle of an economic formation or rather in the phase of decline measures are generally undertaken to build up a new economic formation. It is different in the way that new paths for development are taken. 1.2 The approach of regulation theory Regulation theory is an approach of social sciences and structuralism. It was developed at the end of the 60s / beginning of the 70s because governments wanted advise from scientist in order to support economic growth and secure full employment in the long term. The approach of regulation theory arose from this discussion about overcoming possible crisis. It is inter-disciplinary with sources from different fields. Research in regulation theory includes interdependencies within the economic, technological, political and social system that sets the framework for all action to be taken. The concept of regulation theory has its advantages in allowing for these influences without negating dynamics of individual elements within the structure of economy at any given point of time be it growth or decline. Leonardo da Vinci TransCONVER 57