Legal and financial issues Evaluation process

Transcription

1 Legal and financial issues Evaluation process Georgios MARGETIDIS Executive Agency for Health and Consumers (EAHC)

2 General principles Applicable to all financing mechanisms Co-funding rule: external co-financing from a source other than EC funds is required (own resources or financial contributions from third parties) n-profit rule: the grant may not have the purpose or effect of producing a profit for the beneficiary n-retroactivity rule: only costs incurred after the starting date stipulated in the grant agreement can be co-funded n-cumulative rule: only one grant can be awarded for a specific action carried out by a given beneficiary

3 Overview by Financing mechanism Funding Mechanisms EC Funding of eligible costs % Type of Funding Organisations EC Type Funding of Type of Mechanisms Grant of eligible Annexes costs to the % Agreement Organisations Duration in Months Grants for Action Grants for Action (Projects) up to 60% (or up to 80% in case of exceptional utility) Operating Grants Public bodies Private bodies NGOs NGOs Specialised Networks Type of Grant Multi beneficiaries Single beneficiary Annexes to the Agreement Techn.: Description of the Action Fin.: Estimated budget by category Techn.: Work programme Fin.: Operating budget by budget line Duration in Months up to Joint Actions Conferences up to 50% (or up to 70% in case of exceptional utility) up to 50% with a maximum of Public bodies NGOs Public bodies Private bodies NGOs Multi beneficiaries Single beneficiary Techn.: Description of the Action Fin.: Estimated budget by category up to 36 up to 18

4 Eligible Countries Applicable to all funding mechanisms Applicants need to be legally established in: EU 27 Member States EFTA/EEA: Iceland Lichtenstein rway Croatia te: Entities from other countries can only participate as subcontractors or collaborating partners

5 Types of participants Types of Participant Coordination Core Tasks Eligible costs to be co-financed Financial Contribution to the grant Contractual relationship with the European Commission Main Beneficiary Yes Yes Yes Yes Yes Associated Beneficiary (*) Yes Yes Yes Yes Subcontractor Yes (Invoiced to beneficiaries) Collaborating Partner Financial Donor Yes

6 Definition of Eligible costs Connected with the subject of the Grant Agreement and included in the Technical annex and in the budget description Necessary for the performance of the action Reasonable and justified good housekeeping Generated during the lifetime of the action Actually incurred by the beneficiaries, using applicable accounting principles Identifiable and verifiable, in particular being recorded in the accounting records of beneficiary

7 Definition of n-eligible costs Those not compiled in Art. II.14.1 Return on capital Debt and debt services charges Provision for losses or potential future liabilities Interest owed, doubtful debts Exchange losses VAT (Unless the beneficiary can prove that is unable to recover it) Cost declared by a beneficiary and covered by another action funded by a EU grant

8 What s new in the Call for Proposals 2010? Georgios MARGETIDIS Executive Agency for Health and Consumers (EAHC) Georgios.margetidis@ec.europa.eu

9 Policy and legal context Decision 1350/2007/EC establish the Second Programme in the field of health ( ) intended to complement, support and add value to the policies of the MS and contribute to increased solidarity and prosperity in the EU White Paper Together for Health: A Strategic Approach for the EU , which identify three main strands of action around promoting healthy ageing across the lifecycle, combating threats to health and supporting dynamic and innovative health systems Special Report of the Court of Auditors on the Public Health Programme , overall conclusion: The Court calls into question the utility of certain parts of EU public health programmes, such as PHP. It is difficult for such programmes to demonstrate any impact on citizens' health.

10 Special Report of the Court of Auditors Recommendations The number of action areas within annual Work Programmes of DG SANCO should be significantly reduced. The Commission should bring project objectives in line with programme objectives and the refocused action areas ; set quantified targets and define performance indicators in order to facilitate the monitoring of progress; evaluate projects ex-post in order to improve the design of future projects; exploit the existing PHP funding mechanisms for networks instead of grants for actions.

11 Proposals received Instruments Projects Conferences Operating grants Joint actions 2 4 Total:

12 Summary evaluation results 2009 Number of proposals Co-funding (million ) Evaluated Accepted Reserve list Accepted Reserve List Total Projects Health Security Promoting Health ,327 9,586 13,741 4,102 27,429 Conferences Health Security Promoting Health Health information ,859 0,264 1,123 Operating Grants Health Security Promoting Health Health information ,488 0,536 3,024 Joint Actions Health Security Promoting Health Health information ,000-8,000 Total ,674 4,902 39,576

13 Participation rate per country (associated partners) 2009 vs Year Count AU BE BG CY CZ DE DK EE ES FI FR GB GR HR HU IE IS IT LT LU LV MT NL NO PL PT RO SE SI SK Associated partner country

14 Acceptance rate per country 2009 (associated partners) 120 Evaluation committee Decision t accepted Accepted Reserve List Count AU BE BG CY CZ DE DK EE ES FI FR GB GR HR HU IE IS IT LT LU LV MT NL NO PL PT RO SE SI SK COUNTRIES_AP

15 What s new in 2010 Focus on quality, not quantity of proposals central info day in Luxembourg 9 National information days (NID) (CZ, IT, LT, NL, NO, PL, SI, SK, ES) International Workshop Sept.2009 Lazaretto, Mahon, Menorca, collaboration NFP & ISCIII Training seminar in February 2010 for prospective applicants + Training package on web site ews.html

16 What s new per financial mechanism? Georgios MARGETIDIS Executive Agency for Health and Consumers (EAHC) Georgios.margetidis@ec.europa.eu

17 EU Health Programme - Financing mechanisms The aim is to ensure full stakeholder participation in the Programme to organisations which take forward the health agenda Co financing an action (public or private body - NGO) intended to achieve a Programme objective. Financial contributions by the EU will cover up to 60% of project costs Co financing the operational costs of a non-government organisation or a specialised experts network. Operational grants may be given to NGOs of up to 60% of costs Joint financing a public body or non-government organisation by the Community and one or more Member States. EU contributions may be up to 50% Co financing a conference (public or non profit private body NGO) organised in the field of Public Health and risk assessment. EU contributions may be up to 50% Call for tenders, service contracts specified under 3.2,3.3 and 3.4 objectives. EU contributions up to 100% of costs

18 Budget comparison 2009/10 Financing instruments Projects Call for tenders Joint Actions Operating grants International organisations Conferences Other activities - JRC Scientific Committees Operating budget

19 What s new projects?

20 Project proposals look as what is asked for Only project proposals which directly correspond to the specific topics described in sections 3.2, 3.3 and 3.4 and where call for proposals for projects is indicated as the financing mechanism will be considered for funding Proposals which only address the wider subject area without matching the specific description of a given topic will not be considered for funding

21 Project proposals look as what is asked for - example PROTECT CITIZENS AGAINST HEALTH THREATS Develop prevention and control of existing or emerging communicable diseases Improve control of communicable diseases Setting up a tool kit for immunisation registries, indicating ways of cooperation with ECDC, and examining the conditions of its transfer, adaptation and use in Member States. The aim is to improve national, regional and local reporting systems on issues related to immunisation using a common tool and thereby facilitate comparison between Member States' immunisation coverage [Call for proposals for projects]

22 t all priorities are open for projects Several «traditional» priorities do not have a call for proposals this year e.g. tobacco, alcohol, health inequalities, cancer Application form designed not to let you choose these priorities New: cardio-vascular health, aiming to Developing European approaches and guidelines to identify strategic good practice approaches across society to address non communicable diseases, in particular diseases of the heart and circulatory system, with focus on inequalities and social conditions, linking to a boarder strategic approach to address non communicable diseases [call for proposals for projects] Read carefully the work plan 2010 on EAHC web

23 Check your idea before you start! Georgios Margetidis Executive Agency for Health and Costumers Project Officer

24 Cancer: an example Step 1: Review relevant policy documents eases/cancer_en.htm Data and information comparable indicators for cancer monitoring Cancer information networks Prevention of cancer Cancer screening Cancer mortality comparable data Where to look for EU or other European Cancer data or activities

25 Cancer: an example (cont) Step 2: Review previous or current projects Europe against cancer tm Projects in cancer funded under the Programme

26 Cancer: an example (cont) Check out the existing collaborative networks and institutions active in the area at the European level Review your national policies and activities in the area Contact your national focal point and other relevant authorities (National Institute for Health, National level or Regional authorities) to gain support, find potential partners, etc.) Make your decision to apply

27 Thank you for your attention!