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TRANSNATIONAL COOPERATION UNDER THE EUROPEAN SOCIAL FUND Poland, Sweden, Finland, Germany, Lithuania II TRANSNATIONAL TRANSNATIONAL COOPERATION UNDER THE EUROPEAN SOCIAL FUND Poland, Sweden, Finland, Germany, Lithuania II TRANSNATIONAL PARTNER FORUM 30 th-31 st of March 2011, Warsaw The meeting is co-financed by the European Union under the European Social Fund

TRANSNATIONAL COOPERATION - IMPLEMENTATION SYSTEMS The meeting is co-financed by the European Union under TRANSNATIONAL COOPERATION - IMPLEMENTATION SYSTEMS The meeting is co-financed by the European Union under the European Social Fund

ESF = Human Capital OP € 11, 5 billion (85%/15%) CENTRAL PRIORITIES I II ESF = Human Capital OP € 11, 5 billion (85%/15%) CENTRAL PRIORITIES I II IV V Employment and social integration Development of HR, adaptation of enterprises, improving the health condition of working persons High quality of the educational system Tertiary education and science Good governance POLAND REGIONAL PRIORIETIES VI VIII IX Labour market open for all Promotion of social integration Regional Human Resources for the economy Development of education and competences in regions TNC & Innovation in all Priorities 1 -5% of allocation ≤ € 575 million • • MA, 40 IB/IB 2, National/52 Regional Offices of ESF, 20 Thematic Networks, NSI Over 100 calls for proposals in 2011 www. kiw-pokl. org. pl/en/ www. transnationality. eu • Types of TNC projects: 1. Stand-alone TNC projects (TNC = 100% of budget) 2. Transnational component (no budget limits for TNC or up to 30% of total budget) The meeting is co-financed by the European Union under the European Social Fund •

SWEDEN Approx. 650 mio euro, 300 mio euro 2011 -2012! Approx 50/50 - co-financing SWEDEN Approx. 650 mio euro, 300 mio euro 2011 -2012! Approx 50/50 - co-financing a problem. . . AXIS 1: SKILLS SUPPLY 30% AXIS 2: UNEMPLOYED/LABOUR SUPPLY 70% SPECIFIC REGIONAL/NATIONAL PRIOS IN CALLS: I. A. COMBAT POVERTY, ROMA, SOCIAL INNOVATION, BALTIC SEA REGION STRATEGY • TNC PRIO BUT NOT ALWAYS MANDATORY • • • The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • NATIONAL/HORIZONTAL PRIOS: • AXIS 1. Skills development: anti-discrimination longterm sick leave • SWEDEN • NATIONAL/HORIZONTAL PRIOS: • AXIS 1. Skills development: anti-discrimination longterm sick leave • AXIS 2. Counter exclusion; long term unemployed; migrants; youth • Gender mainstreaming; accessibility for people with disabilities The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • EIGHT REGIONS – STRUCTURAL FUND PARTNERSHIPS DECIDES • TNC 5 - 20 SWEDEN • EIGHT REGIONS – STRUCTURAL FUND PARTNERSHIPS DECIDES • TNC 5 - 20 % OF TOTAL BUDGET OR 100% SPECIFIC CALLS • PROJECT SUPPORT CONSULTANTS + ACCESSABILITY AND GENDER • NATIONAL THEMATIC NETWORKS: YOUTH, INTEGRATION, WORK PLACE LEARNING, ENTREPRENEURSHIP, EQUAL TREATMENT The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Total ESF Funding in the Finnish ESF Programme 2007 -2013 is 1414 FINLAND • Total ESF Funding in the Finnish ESF Programme 2007 -2013 is 1414 m€ • Funding of the transnational Priority 4 is only 6% - and it may be reduced from this • These resources are targeted mainly to support immigration and availability of foreign labour force • Another objective is to support transnational cooperation in distributing good practices • ESF Programme is divided into national and regional parts (50/50) – it´s implemented through open calls on national and regional level separately The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: TNC Implementation System - Germany receives a total of EUR GERMANY ESF in Thüringen: TNC Implementation System - Germany receives a total of EUR 26. 3 billion from the Structural Funds (ESF, ERDF) - EUR 9. 3 billion comes from the ESF - Including: EUR 4. 718 billion for the convergence objective (red = the new Länder and the Lüneburg region orange: phasing out), EUR 4. 662 billion for the "Regional Competitiveness and Employment" objective (blue) - 18 OPs for the ESF in Germany → German ESF OP is nationally coordinated; coordination rounds are held on a regular basis. → Every Land implements its own ESF OP in conformity with the "National Master Plan". The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: TNC Implementation System Thüringen (convergence objective) in the funding period GERMANY ESF in Thüringen: TNC Implementation System Thüringen (convergence objective) in the funding period 2007 – 2013: - ERDF around EUR 1. 5 billion and - ESF around EUR 0. 6 billion. ESF – Operational Program Priority Axis A: Increase of Flexibility and Competitiveness of Employees and Companies (EUR 132. 0 million) Priority Axis B: Improvement of Human Resources (EUR 237. 1 million) Priority Axis C: Improvement of Access to Employment and Social Integration for Disadvantaged Persons/ Equality of Opportunity (EUR 215. 7 million) Priority Axis E: Transnational and Interregional Partnerships (EUR 19. 0 million) The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: TNC Implementation System Thüringen Steering Committee TNA (Interministerial working group GERMANY ESF in Thüringen: TNC Implementation System Thüringen Steering Committee TNA (Interministerial working group of the state government, ESF + EFRE managing authorities and intermediary bodies) - Technical project support - Selecting regions and issues - Setting guidelines - Voting for ESF projects after calls for proposals Coordination Office TNA (www. tna-thueringen. de) - Advising, informing and helping players to find partners in cooperation regions (short list of the development plan: Małopolska, Lithuania, Länsi Suomi) - Development plan for transnational and interregional cooperation in the 2007 -2013 funding period Contact: Lars Wrage E-Mail: Lars. [email protected] de GFAW – intermediary body (www. gfaw-thueringen. de) - Approvals (ESF), regular requests for proposals - Providing in-depth support, advice and partner placement during the application process Contact: Michael Reusse E-Mail: [email protected] de European Service Offices (http: //www. es-thueringen. de ) A network of four European Service Offices advises private individuals and organizations on European funding opportunities Contact: Gisela Heubach E-mail: [email protected] de The meeting is co-financed by the European Union under the European Social Fund

LITHUANIA HRDP for 2007 -2013 (ESF 935 million Euro) Human Resources Development Operational Programme LITHUANIA HRDP for 2007 -2013 (ESF 935 million Euro) Human Resources Development Operational Programme Priorities TNC –horizontal approach Financing –not indicated Managing Authority – Ministry of Finance I. High-quality employment and social inclusion (Ministry of Social Security and Labour, 0, 37 billion Euro) II. Lifelong learning IB – 3 Ministry of Social Security and Labour Ministry of Education and Science Ministry of Interior III. Increase of the capacity of researches IV. Administrative capacity building and increase of efficiency of public administration Implementing Bodies – 3

ADDED VALUE The meeting is co-financed by the European Union under the European Social ADDED VALUE The meeting is co-financed by the European Union under the European Social Fund

POLAND Added Value = the essence of TNC projects • TNC should contribute to POLAND Added Value = the essence of TNC projects • TNC should contribute to achieving objectives in a given HC OP Priority by making use of experience of partners from other UE regions/countries • TNC enables testing those solutions, which have already been applied in other places or working out new ones with transnational partners • Therefore TNC generates added value, in the HC OP defined as: „project objectives and specific products and results that are achievable only through transnational cooperation, and which could not be realised by a project of national scope” • TNC might be (but it is not obligatory) combined with Innovation The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • BETTER RESULTS/OUTPUT THROUGH CO-OPERATION – NEW IDEAS, CONCEPTS, METHODS • SOCIAL INNOVATION SWEDEN • BETTER RESULTS/OUTPUT THROUGH CO-OPERATION – NEW IDEAS, CONCEPTS, METHODS • SOCIAL INNOVATION THROUGH TRANSNATIONAL CO-OPERATION • TRANSFER – IMPORT/EXPORT OF PRODUCTS • VALIDATION OF PROJECT RESULTS – PEER REVIEWS • SUPPORTS EUROPEAN – AND BALTIC SEA REGION DIMENSION – IN POLICIES The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Most important outcome and value added of the transnational priority 4 were FINLAND • Most important outcome and value added of the transnational priority 4 were supposed to be improved recruitment systems and better abilities to employ foreign labour force in Finnish companies and public sector services • Economic decline made these objectives partly irrelevant – foreign labour force will be needed but not on this programming period – not in large scale anyway • So the second objective – creating possiblilities for transnational cooperation, learning from other countries and exchange of good practices is now more important than originally planned • Includes cooperation between both managing authorities and project organisations The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: added value Priority Axis E in ESF OP Thüringen Objectives: GERMANY ESF in Thüringen: added value Priority Axis E in ESF OP Thüringen Objectives: - To strengthen innovation and labor market activities by cooperating and sharing experiences - To enhance quality through networking - To develop new employment opportunities through interregional and transnational cooperation - To promote cultural, social and linguistic skills and flexibility and enhance mobility The selection criteria for new projects are: - Facilitating the involvement of human capital in the lifelong learning concept - Developing anticipatory strategies for structural challenges such as demographic change The meeting is co-financed by the European Union under the European Social Fund

 • More effective outcomes LITHUANIA • Saving of time and resources • New • More effective outcomes LITHUANIA • Saving of time and resources • New ways of working and tackling of problems • Better understanding of different national and institutional contexts, relevant EU developments • Improved promotion of dissemination and transfer of innovative results into policy and practice • Social innovations through transnational cooperation • An opportunity to develop a true European mindset and to foster the establishment of formal and informal European networks The meeting is co-financed by the European Union under the European Social Fund

TRANSNATIONAL PARTNERSHIP The meeting is co-financed by the European Union under the European Social TRANSNATIONAL PARTNERSHIP The meeting is co-financed by the European Union under the European Social Fund

Transnational Partnership POLAND • = Project Promoter + minimum 1 Foreign Partner • With Transnational Partnership POLAND • = Project Promoter + minimum 1 Foreign Partner • With entities from: UE Member States, Non-EU countries • Cooperation may involve: projects (also non-ESF projects), networks of organizations, twinning • Single-sector or multi-sector partnerships When building TNC Partnership remember about: - Identification of objectives common to all partners - Detailed planning of TNC results - Development of a detailed schedule and budget for TNC activities - Development of a communication model - Definition of partners’ competences and responsibilities - Respect for cultural differences The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • • • WIDE RANGE OF ACTIVITIES AND FORMS OF PARTNERSHIPS FROM STUDY SWEDEN • • • WIDE RANGE OF ACTIVITIES AND FORMS OF PARTNERSHIPS FROM STUDY VISITS TO JOINT VENTURES 800 PROJECTS – 200 WITH TNC IN BUDGET PROCESS SUPPORT/CONTRACTED CONSULTANTS ESF MA: A NEW STRATEGY TNC – KNOWLEDGE, INFORMATION, TOOLS TOOL BOX – METHODS, INSTRUMENTS, EVALUATION LINK TO NATIONAL THEMATIC NETWORKS (FIVE NTN: EQUAL TREATMENT (INCL EMPOWERMENT, GENDER, DISABILITIES); INTEGRATION (MIGRANTS); YOUTH; LEARNING WORKPLACE; SOCIAL ENTERPRISING LINK TO EUROPEAN LEARNING NETWORK NEW PROJECT ON BALTIC SEA STRATEGY APRIL 2011 The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Actions started later than in other priorities • Main target is in FINLAND • Actions started later than in other priorities • Main target is in learning from other EU countries through exchange of experiences and delivery of good practices • Ministry (tem. fi) is creating possibilities for cooperation through networking • ESF Priority 4 open call for projects will be closed on 26 th May The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: transnational partnership • Applicant (can be regional network) + at GERMANY ESF in Thüringen: transnational partnership • Applicant (can be regional network) + at least 1 partner from an EU 27 member country • Additional partners from associated regions (Norway - Hordaland, Ukraine - Western Ukraine, Switzerland) are allowed • Financing is only provided for the partner from Thüringen • Applications are submitted as part of a regular competition (request for proposals, idea competition) The meeting is co-financed by the European Union under the European Social Fund

 • Project promoter + minimum 1 Foreign Partner LITHUANIA • Transnational partners from • Project promoter + minimum 1 Foreign Partner LITHUANIA • Transnational partners from EU countries, non-EU countries • Cooperation involve ESF projects, thematic networks TNC partnership: • Objectives - common to all partners • Detailed planning of role of the partners, activities, schedule, budget, TNC results and added value • Communication • Respect for cultural differences The meeting is co-financed by the European Union under the European Social Fund

ELIGIBLE ACTIONS The meeting is co-financed by the European Union under the European Social ELIGIBLE ACTIONS The meeting is co-financed by the European Union under the European Social Fund

POLAND Forms of TNC activities 1. Organisation of conferences, seminars, workshops and meetings 2. POLAND Forms of TNC activities 1. Organisation of conferences, seminars, workshops and meetings 2. Research and analysis 3. Preparation, translation and publication of studies and reports 4. Adaptation of solutions developed in another country – recommended 5. Consulting, exchange of workers, placements and study visits 6. Development of new solutions (parallel as well as joint development of solutions) – recommended The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • EXCHANGE OF INFORMATION AND EXPERIENCES, E. G. STUDY VISITS • JOINT ACTIVITIES, SWEDEN • EXCHANGE OF INFORMATION AND EXPERIENCES, E. G. STUDY VISITS • JOINT ACTIVITIES, E. G. TRAINING, STOCK TAKING, ANALYSES • INCORPORATING AND/OR ADAPTING MODELS AND PRODUCTS • JOINT PROJECT IMPLEMENTATION, COMMON PRODUCTS • MOBILITY, EXCHANGE OF KEY PERSONS, STAFF AND PARTICIPANTS • PEER REVIEWS The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Meetings, study visits, training, research, exchange of knowledge in many ways are FINLAND • Meetings, study visits, training, research, exchange of knowledge in many ways are all eligible • Finnish specialities of redarding restaurant bills and some other minor costs as non-refundable apply also here • Basically almost all other justifiable costs are OK if they support the targets of the project The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: eligible actions Thüringen Transnational and interregional partnerships Joint concept development, GERMANY ESF in Thüringen: eligible actions Thüringen Transnational and interregional partnerships Joint concept development, staff exchanges, experience and knowledge transfer Main areas of funding: • In-service training, making employees and companies more competitive • Providing coaching and advice to promote entrepreneurship and the formation of new businesses that create jobs • Needs-based vocational training, improvements in career planning skills and lifelong learning • Promoting human capital in research and innovation, encouraging networking and knowledge transfers between universities, research institutions, technology centers and companies • Improving access to employment and social integration of disadvantaged people • Improving the equality of opportunity for men and women and promoting a healthy work/life balance Projects in vocational training and professional development … to support workforce mobility in Europe Initiatives, inducements, events to support transnational cooperation Transnationalism is a "universal issue" Transnational approaches are generally eligible for funding in any project that meets the ESF OP selection criteria. The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: eligible actions Thüringen has previously issued 3 calls for transnational GERMANY ESF in Thüringen: eligible actions Thüringen has previously issued 3 calls for transnational cooperation - Transnational or interregional EP to meet the demand for skilled labor and strengthen innovation transfers and innovation in Thüringen's economy - Combating poverty and social marginalization by improving access to employment and providing equal opportunities - Knowledge management in SMEs and regions of Thüringen 16 transnational partnerships have been chosen to receive funding (12 active, 4 in the application phase). Planned calls Thüringen plans to issue a request for proposals to improve employment for older workers at SMEs in Q 3 2011. It has not yet decided whether to pursue transnational cooperation in this project. The meeting is co-financed by the European Union under the European Social Fund

 • Study visits LITHUANIA • Participation at the international conferences, fairs, seminars, workshops, • Study visits LITHUANIA • Participation at the international conferences, fairs, seminars, workshops, meetings • Creation of common products (study programmes, strategies, methodologies, models, standards, etc. ) • Exchanging of foreign experience • Organizing trainings, internships of students, lecturers, scientists, researchers The meeting is co-financed by the European Union under the European Social Fund

FINANCES The meeting is co-financed by the European Union under the European Social Fund FINANCES The meeting is co-financed by the European Union under the European Social Fund

OV J Overall budget of TNC project HC OP Funding POLAND Foreign Funds Budget OV J Overall budget of TNC project HC OP Funding POLAND Foreign Funds Budget in the HC OP’s application form • Costs of TNC should be divided between the partners proportionately to the benefits that they derive from TNC In justified cases HC OP allows Polish project providers to cover partners’ costs (reimbursement) • No closed list of eligible expenses in TNC projects, only ineligible costs listed (commissions paid on foreign currencies exchange, foreign exchange gains and losses) • The principle of reciprocity – each partner pays its own costs – recommended; the cost sharing principle – also possible The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • RECIPROCITY – EACH PARTNER PAYS ITS OWN COSTS • COSTS RELATED IMPLEMENTATION SWEDEN • RECIPROCITY – EACH PARTNER PAYS ITS OWN COSTS • COSTS RELATED IMPLEMENTATION TO THE PREPARATION OF THE TNC AND • EXPERTS FROM OTHER MSs (and outside the EU) CAN BE PAYED FROM TNC BUDGET The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Idea is that the Finnish partners cover their own costs and foreign FINLAND • Idea is that the Finnish partners cover their own costs and foreign partners are expected to cover their costs (wages, travel etc) • Foreign partners are expected to find financing from their own sources • Proving the mutual benefit is important • Financing rate (ESF+state) is up to 85% The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: finances TNC Budget • Classified as “Convergence” region within the GERMANY ESF in Thüringen: finances TNC Budget • Classified as “Convergence” region within the European Union’s (EU) funding period of 2007 -2013, the Free State of Thuringia receives funding from ESF. • These funds are managed by the ESF Managing Authority located within the Thuringian Ministry of Economy, Employment and Technology and delivered by the intermediary body GFAW. • TNC Budget may finance Thuringian applicants – foreign partners should pay their own costs. The meeting is co-financed by the European Union under the European Social Fund

LITHUANIA • The general principle – the partners pay its own costs • Exception LITHUANIA • The general principle – the partners pay its own costs • Exception – foreign guests (experts): travel and accomodation costs are eligible • Financial arrangements are discussed among the partners and indicated in the Transnational Agreement • Expenditures for transnational cooperation cannot exceed percentage indicated in the Description of Project Financing Conditions of the call to take proposals (till 5 -15 percent) The meeting is co-financed by the European Union under the European Social Fund

REQUIRED DOCUMENTS The meeting is co-financed by the European Union under the European Social REQUIRED DOCUMENTS The meeting is co-financed by the European Union under the European Social Fund

POLAND Documents • • Letter of intent Transnational partnership agreement (TCA) – – – POLAND Documents • • Letter of intent Transnational partnership agreement (TCA) – – – Models of minimum scope of the letter of intent/TCA Could be changed if the requirements in other MS differ Signed in FR, GE, ENG, PL, also by transnational partners Copy of a letter of intent submitted with a project application Copy of a TCA submitted after the application is approved - before signing the co-financing agreement Number of letters of intent / TCAs → max 3 within a single project IBs obliged to help project promoters in working out TCA – – Recommended: „TNC projects. A guide for project promoters” (in English, available on www. kiw-pokl. org. pl). The meeting is co-financed by the European Union under the European Social Fund

SWEDEN • • APPLICATION - BUDGET, WORKPLAN TRANSNATIONAL AGREEMENT DOC MOBILISATION/PREPARATION PHASE APPLICATION IMPLEMENTATION SWEDEN • • APPLICATION - BUDGET, WORKPLAN TRANSNATIONAL AGREEMENT DOC MOBILISATION/PREPARATION PHASE APPLICATION IMPLEMENTATION PHASE APPLICATION The meeting is co-financed by the European Union under the European Social Fund

FINLAND • Very simple Agreements or Letters of Intent in the application phase • FINLAND • Very simple Agreements or Letters of Intent in the application phase • More precise information is required when agreements are being finalized with public authorities on the regional level • ESF OPEN CALL UNTIL 26 MAY 2011 The meeting is co-financed by the European Union under the European Social Fund

GERMANY ESF in Thüringen: required documents Selection phase (proposal in response to an call), GERMANY ESF in Thüringen: required documents Selection phase (proposal in response to an call), - Project concept + financing overview - LOI of transnational partners After selection, before approval of funding: - Funding application + project description, financing plan - Draft cooperation agreement + transnational action plan + description of financing for the transnational cooperation The meeting is co-financed by the European Union under the European Social Fund

 • Application (A and B parts) includes: LITHUANIA • Transnational Agreement: - description • Application (A and B parts) includes: LITHUANIA • Transnational Agreement: - description of joint objectives of the transnational partners - description of activities - details of the planned tasks and means implemented by each partner - financial arrangements (budget) - organizational arrangements • or Joint Actions (Partnership) Agreement (Ministry of Education and Science) Transnational Agreement must be signed The meeting is co-financed by the European Union under the European Social Fund

Thank you for your attention! Do not hesitate to contact us! POLAND - Beata Thank you for your attention! Do not hesitate to contact us! POLAND - Beata Rybicka-Dominiak, the National Supporting Institution, the Center of European Projects, beata. [email protected] gov. pl, www. kiw-pokl. org. pl, ww. efs. gov. pl SWEDEN - Råbergh Christian, Swedish ESF Council, christian. [email protected] se, FINLAND - Arttu Vainio, ESF Regional Coordinator, West Finland, ELY-Centre in South Ostrobothnia, arttu. [email protected] fi GERMANY - Gisela Heubach, European Career Center Erfurt, Europa Service Büro für Mittelthüringen, g. [email protected] de LITHUANIA - Liongina Beinoravičiene, the Ministry of Social Security and Labour, Liongina. [email protected] lt The meeting is co-financed by the European Union under the European Social Fund