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SUCCE SSF UL IN GRANT ING PROCE DURE ..

(... and e ve ntually ge tting subsidie s for your pr

• je ct)

BRUNO DE GROOT E

AN INIT IAT IVE OF T HE CZE CH DE VE L OPME NT AGE NCY

E UROPE AN DE VE L OPME NT F UND PRACT ICAL RE COMME NDAT IONS

PRAGUE

• APRIL14/ 15 - 2008

Sogerom SA

OBJE CT IVE S

Sogerom SA

• T
• de mo nstra te wha t is impo rta nt to ke e p

during pro c e dure s

• T
• spe c ify ke y suc c e ss fa c to rs to win g ra nts
• Pra c tic a l re c o mme nda tio ns a c ro ss the

g ra nting c yc le

AGE NDA

• Ob je c tive s
• a b o ut SOGE

ROM

• K

e y fe a ture s o f E uro pe Aid c o o pe ra tio n

• Stra te g ic a ppro a c h o f E

DF g ra nts

• Pre limina ry
• De a ling with E

DF Gra nts pro c e dure s

• Be st pra c tic e

Sogerom SA

… .SOGE ROM

Sogerom SA

• Busine ss ma na g e me nt c o nsulta nc y
• Are a s: b usine ss, mic ro - ma c ro -e c o no mic s
• Re g io ns: ACP, AL

A, ME DA

• ST

(de sig n, e va lua tio n), L T (imple me nta tio n)

• Gra nt sc he me s de sig n a nd imple me nta tio n
• Ba se d in L

uxe mb o urg a nd Brusse ls

E UROPE AID COOPE RAT ION

Sogerom SA

• WHO?
• E

uro pe Aid

• Co ntra c ting Autho rity (CA): E

C, ACP Se c . g o ve rnme nts, ...

• Grantees (Civil society, int’l org.,), recipients and contractors
• WHAT

?

• De live ring Aid => 6 fina nc ia l instrume nts (E

DF , E NPI , DCI , ..)

• WHERE
• Wo rldwide (i.e . E

I DHR )

• Re g io na l le ve l (a ll ACP 78 c o untrie s)
• Sub -re g io na l/ inte r-re g io na l le ve l (E

COWAS sub -re g io n)

• Co untry le ve l

E UROPE AID COOPE RAT ION

Sogerom SA

• HOW
• Pro je c t a ppro a c h
• GRANT

S : do na tio ns to third pa rtie s fo r a n a c tio n / pro je c t tha t c o ntrib ute to a E C po lic y a im (o r to fina nc e e xpe nditure s)

• CONT

RACT S: purc ha se o f se rvic e s, g o o ds o r wo rks b y a CA

• Se c to r-wide a ppro a c h
• Budg e ta ry suppo rt
• GRANT

S

• Do e s no t me a n fre e c a sh!!
• Ba se d o n e lig ib le re imb ursa b le c o sts
• I

n g e ne ra l o n the b a sis o f a c o -fina nc ing sc he me

• Do n’ miss the tra in: c he c k the c a lls fo r pro po sa ls

10T

H E

DF

Sogerom SA

• 22.7 billion (fro m 15.2 b illio n). 50% to Pro je c ts
• CORE

OBJE CT IVE S:

• po ve rty e ra dic a tio n (with mo re o wne rship, mo re / b e tte r a id)
• 9 F

OCAL ARE AS

• “tra de fo r a id” , re g io na l inte g ra tio n;
• e nviro nme nt , na tura l re so urc e s;
• infra struc ture , c o mmunic a tio ns a nd tra nspo rt;
• wa te r , e ne rg y;
• rura l dvpt, te rrito ria l pla nning , a g ric ulture , fo o d se c urity;
• g o ve rna nc e , de mo c ra c y, huma n rig hts, suppo rt fo r re fo rms;
• c o nflic t pre ve ntio n a nd fra g ile sta te s;
• huma n de ve lo pme nt;
• so c ia l c o he sio n a nd e mplo yme nt.
• CROSS- CUT

T ING ISSUE S:

• De mo c ra c y, rig hts o f c hildre n a nd indig e no us pe o ple ; g e nde r

e q ua lity; e nviro nme nta l susta ina b ility; HI V/ AI DS

10T

H E

DF

Sogerom SA

• E

XAMPL E OF PRE VIOUS E DF PROJE CT S

• Mic ro fina nc e (6.5 b illio ns, 1 c a ll, 100 pro po sa ls, 11 g ra nts)
• Wa te r fa c ility (750 millio ns, 2 c a lls, 800+550 pro po sa ls, ?

g ra nts)

• E

ne rg y fa c ility (220 millio ns, 1 c a ll, 300 pro po sa ls, 75 g ra nts)

• ACP-E

U I nfra struc ture F und (60 millio ns Gra nts + E I B L

• a ns)
• Pro -I

nve st (110 millio ns, ro lling c a lls)

• Pe stic ide I

nte g ra te d Pro g ra mme (30 millio ns, ro lling c a lls)

• EDULINK (fostering CB in education through networking)
• Support to the ACP movies industry
• CDE

(PSD)

• CT

A (T e c hnic a l Ce ntre fo r Ag ric ulture / rura l De ve lo pme nt)

PART ICIPAT ION: A L E ARNING PROCE SS..

Sogerom SA

• E

DF F UNDING IS AVAIL ABL E BUT ...

• Yo u ne e d ACP pa rtne rs: yo u will no t b e b e ne fic ia ry
• Stric t pro c e ss (c a lls/ te nde rs) a nd q uie t he a vy

pro c e dure s (ma y b e Ope n/ re stric te d, int’ l/ na tio na l)

• No q uic k-fix: fro m 3 to 12 mo nths to g e t funde d
• Ca pa c ity b uilding , mic ro -pro je c ts, std pro g ra mme s
• CA: E

C (c e ntra lize d) o r de c e ntra lize d (i.e .: NAOs)

• Che c k a lso BUDGE

T funding suc h a s “No n-sta te Ac to rs a nd L

• c a l Autho ritie s” (1.6 mio ./ ye a r)
• Co mpe titive pro c e ss to ug h se le c tio n e xpe c te d
• Centralized (EC) versus decentralized (contracting

authority/NAO)

PART ICIPAT ION: A L E ARNING PROCE SS..

Sogerom SA

• DE

F INE A ME DIUM- T E RM ST RAT E GY

• Spe c ify wha t yo ur o rg a nisa tio n ha s to o ffe r
• De fine yo ur a re a s o f a c tivitie s / g e o g ra phy
• F

OL L OW- UP E DF ST RAT E GY AND PROGRAMME S

• No t a lwa ys e a sily ide ntifie d....
• CSP / NI

P a nd RSP de fining stra te g ie s / pro g ra mming

• Che c k a lso a nnua l pro g ra mme s fo r c o untry / re g io n
• Se a rc h o n E

DF pre se nt/ future pro g ra mme s

• Ge t info o n pro g ra mme s
• Che c k yo ur e lig ib ility
• Se a rc h pe rso na l c o nta c t with PMUs
• Sc rutinise c a ll fo r pro po sa ls (o ne o r multiple c a lls)

Ne t Re ve nue s Ne t Inc ome E a rning s pe r Sha re

PART ICIPAT ION: A L E ARNING PROCE SS..

Sogerom SA

• MAPPING L

OCAL AND T ARGE T PART NE RS.. AND YOU

• I

nte rne t se a rc h o n ta rg e t c o untrie s

• De sk re se a rc h (pre vio us g ra nte e s)
• Ge t c o nne c te d / I

nfo rme d (i.e . EuForic, CONNECT mtgs)

• Che c k/ visit truste d a nd e lig ib le ACP pa rtne rs
• F

e w so lid NGOs: a b so rptio n c a pa c ity

• Ge t ma ppe d: PADOR...
• DE

VE L OP A PORT F OL IO OF POT E NT IAL ACT IONS

• Me e ting the NE

E DS o f lo c a l pa rtne rs

• in line with yo ur stra te g y a nd skills
• ....a nd fo r whic h yo u c a n ide ntify a g o o d E

DF ma tc h

• De ve lo p a c o nc e pt no te o n yo ur pro je c t
• Pre se nting pro je c t no te to CAs a nd PMUs
• I

de ntify the c urre nt/ future funding o ppo rtunitie s

GRANT CYCL E AND PROCE DURE S

Sogerom SA

• E

DF GRANT ING ST E PS

• CA: Pub lic a tio n / Pre se nta tio n Me e ting s (o ptio na l)
• YOU: Que stio ns pe rio d
• YOU: Pre pa ra tio n o f c o nc e pt no te AND full a pplic a tio n
• YOU: De a dline fo r sub missio n (i.e . 90 days from publication)
• CA: E

va lua tio n o f c o nc e pt no te T HE N full a pplic a tio n(a dministra tive , te c hnic a l, fina nc ia l)

• CA: No tific a tio n o f a pplic a nts
• CA/ YOU : Co ntra c t pre pa ra tio n
• CA: Pa yme nt: a dva nc e o f 80% o f c o ntra c t o r o f ye a r 1.
• YOU: Pro c ure me nt o f g o o ds se rvic e s: must fo llo w rule s
• YOU: I

mple me nting yo ur pro je c t!

GRANT CYCL E AND PROCE DURE S

Sogerom SA

• E

DF GRANT ING DOCUME NT S

• Guide line s
• Applic a tio n fo rm
• Budg e t
• L
• g ic a l F

ra me wo rk

• KEY QUESTIONS TO ANSWER BEFORE WRITING
• Pro g ra mme o b je c tive s a g a inst yo ur pro je c t purpo se s
• E

lig ib ility (yo urs a nd o f yo ur pa rtne rs)

• F
• c us o n se le c tio n c rite ria : yo u must fit yo ur pro je c t to the m
• Size o f g ra nts (a nd fina nc ia l re q uire me nts)
• F

e a sib ility o f % o f c o -fina nc ing re q uire d

GRANT CYCL E AND PROCE DURE S

Sogerom SA

• L

E T ’S T AKE AN E XAMPL E

• E

DUL I NK 3rd Ca ll

E DF GRANT S BE ST PRACT ICE S

Sogerom SA

• DURING PRE

PARAT ION… .

• T

a ke e xpe rie nc e d pa rtne rs o n b o a rd

• Cho o se yo ur ACP pa rtne rs with a ppro pria te le g a l a nd

fina nc ia l sta nding s

• Sig n a g re e me nt a pplic a nt/ pa rtne r with ro le / b udg e t
• I

nve st in no te / a pplic a tio n writing

• Study yo ur c a shflo w in a c o nse rva tive wa y
• Be inve ntive in yo ur b udg e t (tho ug h re a listic )
• Avo id to o ma ny de ta ils: o nc e sig ne d, c ha ng e s a re

c o mplic a te d a nd re q uire a ppro va l

Sogerom SA