Toolkit on European Funding and Project Management - TOOLKIT
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TOOLKIT
Toolkit on European Funding
and Project Management
Eurodiaconia is a dynamic, Europe wide community of organisations founded in the Christian faith and working in the tradition of Diaconia,
who are committed to a Europe of solidarity, equality and justice. As the leading network of Diaconia in Europe, we connect
organisations, institutions and churches providing social and health services and education on a Christian value base in over 30 European
countries.
We bring members together to share practices, impact social policy and reflect on Diaconia in Europe today.
Editor: Heather Roy
Design: Jérémie Malengreaux
Last Revision: December 2016
Rue Joseph II 166 Tel: +32 (0)2 234 38 60
1000 Bruxelles Fax: +32 (0)2 234 38 65
Belgium E-mail: office@eurodiaconia.org
www.eurodiaconia.org
This publication has received financial support from the European Union Programme for Employment and Social Innovation “EaSI” (2014-2020). For further informa-
tion, please read
http://ec.europa.eu/social/easi. Eurodiaconia is a network of social and health care organisations founded in the Christian faith and promoting social justice.
Toolkit on Funding 2
Contents Introduction4 Rights, Equality and Citizenship Program 25 How to use the Eurodiaconia Toolkit on Funding for Members 4 External cooperation programs 27 Basics of Fundraising 5 European Neighborhood Instrument 27 Fundraising Strategy 5 Instrument for Pre-Accession Assistance (IPAII) 29 Skills of a Fundraiser 5 Structural and Investment Funds 31 Sources of Funding 6 European Social Fund 31 EU Funding 7 European Regional Development Fund 33 Background information on EU Funding 7 Fund for European Aid to the most Deprived 35 Developing a funding proposal 9 EFSI 37 Overview on EU funding instruments 14 Foundations40 Intra-Community programs 15 Overview Foundations 40 Europe for Citizens Program 15 Foundations of potential relevance 41 Erasmus+ 17 Examples using Foundation Funding 43 EaSi 19 What can Eurodiaconia do for you 44 Horizon 2020 21 How can Eurodiaconia help? 44 Asylum, Migration and Integration Fund 23 Tips and tricks for writing funding applications 46 Toolkit on Funding Contents | 3
Introduction How to use the Eurodiaconia Toolkit on Funding for
Eurodiaconia has developed an interactive Members
funding toolkit for members to support them in:
The Eurodiaconia Toolkit on Funding is an programme relevant to members with most
1. developing a fundraising strategy interactive instrument for members to easily important information on the programme, the
2. learning about relevant EU funds and iden- access the funding information they are looking objectives, the eligibility criteria and how to
tifying the most suitable programmes for. The toolkit is focused on European funding apply for funds. Most programmes include an
3. accessing funding from foundations instruments and foundations, but also includes example of how one of our members has used
4. writing project proposals more general information on funding. the fund in the past. Finally, a step – to – step
guide supports you in your project develop-
As you navigate through the petals you will On the home page you can find three petals ment process by summarising the most impor-
easily find the funding information that you are which represent the three main categories of tant steps to take.
looking for. the toolkit. These categories have each three
sub-categories that give users a quick over- The category FOUNDATIONS gives an intro-
In case of any questions, comments or sugges- view of what information will await them after duction to how to approach foundations when
tions, please contact Florian. clicking on them. seeking funding and gives an example of how
one of our members has used foundation
The category BASICS OF FUNDRAISING funding in the past. A list of relevant founda-
looks at developing a fundraising strategy, tions includes a short summary of their priori-
the skills a fundraiser needs in order to be ties and a contact link.
successful and what sources of funding are
available to organisations.
The category EU FUNDING has a subcategory
that gives an overview of EU funding and the
technical terminology useful to know before
looking into applying under a specific funding
instrument. The overview on EU funding
instruments summarises for you each funding
Toolkit on Funding Introduction | 4Basics of Fundraising
Fundraising strategy Skills of a fundraiser
A good fundraising strategy is the backbone The fundraising strategy should help you to Fundraising does not only require conducting
of successful fundraising. It gives an overview make decisions regarding your funding prior- thorough research, but also the ability to
of the needs of your organisation, the sources ities, your available budget for fundraising communicate the right message to the right
from which you can seek funding and includes activities and time limits. It is imperative to people. Therefore, a number of people skills
a strategic plan looking at the types of funding do enough research into each of the funding and organisational skills are needed to build
desired and how to access them. sources you identified before approaching lasting relationships with donor organisations
them and to use a variety of sources to avoid and individuals. The graphic below shows
Your fundraising strategy should include the putting a lot of work in a single source to finally some of the characteristics a good fundraiser
following information: receive a rejection. should have:
• Description of your organisation
• Outline of your vision and mission Read more:
• Needs of your organisation
• Agreed principles (ethical policy) For more detailed information, see the Manual
• Your main selling points on Fundraising and Accessing EU Funds,
• Available sources of income and methods published by TACSO - Technical Assistance for
used to access them Civil Society Organisations on page 102.
• Summary of your current financial situation
• SWOT analysis (strength, weaknesses, • Trustworthy
opportunities and threats) • Good communicator, good networking
• Goals and major projects abilities
• Medium-term financial plan • Ability to build and cultivate relationships,
• Challenges/barriers to fundraising your persuasive
organisation could experience • Enthusiastic, committed
• Snapshot of your fundraising environment • Proactive, flexible, fast thinker
Toolkit on Funding Basics of Fundraising - Skills of a fundraiser | 5Sources of funding
Sources of funding diaconal organisations can Examples from members: The German umbrella ‘Protestant Agency for
tap, range from individual options to corporate Diakonieand Development’ (EWDE, Evange-
funding, foundations and public funding. In the framework of a research project looking lisches Werk für Diakonie und Entwicklung)
at how Eurodiaconia members finance their sell and distribute branded products. 20-25%
Here you can see a list of sources and ways to services, we have conducted case studies to of the products are distributed against a cost.
approach them that could be relevant to your explore some of the financing methods used by Therefore, this case study serves more as an
organisation: our members in more detail. example for marketing and branding. For
more details, read the case study here.
Public Funding Foundations City Mission Oslo have used public funding
Public Procurement Grants to implement an innovative day-care scheme for
EU Grants older people with dementia, which offers them Read more:
Public subsidies/
Individual the chance to work on a farm for three days a
grants
Donors week. For more details, read the case study here. The Fundraising Handbook published by
EU calls for tender
Face-to-face, door-to-
Habitat for Humanity includes information on
door
Corporate Legacies Kofoeds Skole have financed activation, reha- how to write a letter for appeal, online giving,
Funding Major individual bilitation and training for the long-term unem- individual donors, events, merchandise and
Donations donors ployed through public contracts. For more other creative ideas to raise funds.
Pro-bono services Events
details, read the case study here.
Sponsoring Merchandise
Events Crowdfunding A briefing by Social Services Europe on the EU
Tax incentives Advertisement/Social Gothenburg City Mission are working against Public Procurement Directive can be accessed here.
Subcontracting Media/Campaigns social exclusion with private donations. For
services to NGOs Direct Mail
more details, read the case study here. Information collected at a Eurodiaconia
Grants
Team-building exercises
member training seminar in 2012 on non-statu-
Diakonie Austria are providing people with tory sources of financing include individual and
disabilities access to assistive technologies in major donors as well as working with coopera-
In this toolkit we are particularly looking at EU a corporate partnership. For more details, tions and can be accessed here.
funding instruments and foundations. read the case study here.
Toolkit on Funding Basics of Fundraising - Sources of funding | 6EU Funding
Background information on EU Funding
Overview on EU Funding
The European Union provides funding and • Security and citizenship 1. action grants for projects with a limited life-
grants for a broad range of projects and Asylum, Migration and Integration time during which proposed specific activi-
programmes, financed out of the EU’s budget, Fund; Rights, Equality and Citizen- ties are implemented; and
as defined through a Multiannual Finan- ship Programme; Europe for Citizens 2. operating grants providing financial support
cial Framework (MFF), the EU’s long-term Programme for the regular work and activities of an
spending plan for the period 2014 - 2020. The • Global Europe organisation.
MFF sets out the maximum budget for the EU ENI, IPA II
in six broad areas. This division into six catego- • Administration Furthermore, the EU awards public contracts
ries of expenses (‘headings’) is corresponding • Compensations through calls for tenders (public procurement)
to different areas of EU activities: to buy services, goods or works that ensure
The EU funds can roughly be divided into the operations of the EU institutions and their
• Smart and Inclusive Growth three types: structural and investment funds, programme. Several other types of financing
• Competitiveness for growth and jobs programmes and initiatives and third country by EU funds exists, such as direct subsidies,
Erasmus+, EaSi, Horizon 2020 funds. Whilst the first two types are allocated which are not part of this toolkit.
• Economic, social and territorial cohe- internally within the EU, the latter particularly
sion addresses actions outside the EU.
Structural and Investment Funds, Youth
Employment Initiative EU funds are mostly allocated through grants
• Sustainable Growth: Natural Resources awarded on the basis of calls for proposals, in
which different actors compete for the support
of the EU. Two types of grants can by distin-
guished:
Toolkit on Funding EU Funding - Background information on EU Funding | 7Who is managing the funding and Call for proposals Where to find calls for proposals?
decides on awarding grants/contracts?
• A call for proposals signifies that appli- At European level calls for proposals can
EU Member States cations for funding are welcome during a be found on the website of the EU funding
The European Commission designates certain period and until a certain deadline. programmes, which should be checked on
national or regional managing authorities Depending on the programme, calls for a regular basis. In the section of this toolkit
according to the shared management principle. proposals are published once or several on EU funding programmes the links to the
This means that the European Commission times a year. respective websites are listed.
only supervises the implementation of funds,
but the Member State takes responsibility for • Purpose: a transparent application process At national level members can consult the
the management. (for example in the case of where all applications have the same website of the National Agency or National
the European Structural and Investment Funds) conditions. Contact Point responsible for the programme
they are targeting or call the agency directly
The calls for proposals are published by the in order to get more information on open or
national or regional managing authorities on upcoming calls for proposals. In the section of
the basis of operational programmes, which this toolkit on EU funding programmes the links
outline the investment strategy of each fund or to the website of the European Commission
priority. listing national agencies can be accessed.
European Commission
Centrally managed programmes, i.e. the
responsible department (Directorate General)
or external agency publishes calls for
proposals that invite candidates to present
project proposals, selects projects, monitors
the implementation and evaluates the outcome.
Toolkit on Funding EU Funding - Background information on EU Funding | 8Step-by-step guide to developing a project proposal for EU Funding
1) Preliminary considerations • Eligible legal entity • Thematic focus
Most calls are directed towards a specific Projects have to fulfil certain thematic
Ask yourself the following questions before you type of legal entity, or require partnerships priorities and objectives in order to be
start working on a project outline. with certain forms of entities. These can be considered for funding (set out in funds’
for example public bodies, research insti- operational programmes). The project
• Does your organisation have sufficient tutes, civil society organisations. needs to be clearly designed towards
expertise in the area of intervention and reaching these goals, which is why they
financial independence? • Financial capacity should be considered before writing the
• Does your organisation exists for at least Funding programs often only co-finance actual proposal. Being familiar with the
three years and is in possession of suffi- projects and thus require the funded organ- purpose of the funds and with their opera-
cient own resources to guarantee the isations to give proof of their financial tional plans is therefore crucial.
pre-financing of the project? capacities to provide the required share of
resources. • Eligible activities
Some projects only fund a specific set
2) Eligibility criteria and other • Deadline and duration of project of activities, such as mobility projects
preconditions Calls for project proposals usually have or research projects. Make sure to have
strict deadlines by which the entirety of looked into the chosen activities before-
Before writing the project proposal, it is impor- requested information and documents hand.
tant to check if the chosen funding call can be need to be submitted, as well as a set
used for the participating organisations and time frame by which the project must have • Eligible participants
planned actions. Most of the time, the calls started and/ or ended. These dates need to Some projects aim at helping a specific
outline different eligibility criteria and precon- be carefully taken into consideration when target group
ditions for participation, several examples are planning the application process.
listed below.
Toolkit on Funding EU Funding - Step-by-step guide to developing a project proposal for EU Funding | 93) Draft a project outline 4) Writing a project proposal
The project outline could be 3-5 pages long, Writing a project proposal can be very time • Aim of the project: Include quantifiable
depending on the complexity of the project, consuming and in most cases might require the statements which can be assessed to deter-
and should include the following sub-catego- effort of more than one person. When a call for mine whether the project has been success-
ries: proposal is published it is important to read the fully implemented. The aim should include
conditions for participation and the financial information about what will be implemented
• project title regulation very carefully before starting on the in which timeframe and for which budget.
• lead applicant/partners proposal.
• objectives/outcomes • Project actions: State specific measures
• planned activities EU calls for proposals generally follow a similar that are implemented in the course of the
• implementation schedule template for the application form and most of project, such as workshops, publications or
• target group them use an online application tool. Neverthe- social services.
• financial planning less, a paper version of all documents needs to
• contact address be handed in on top of the online application in • Results: What results are you aiming for?
some cases. These can be of material or immaterial
The project outline helps to make a loose idea nature.
more precise and serves as a clear format to The elements with highest importance are the
share with potential partners and give a good description of the action, expected outcomes • European added value: This is the Euro-
idea of the project and whether it could be rele- as well as the budget and the work plan which pean dimension of a project. Here appli-
vant to them. should reflect the actions and expected results. cants must show the transnational character
of the planned activities and that social,
Find below a summary of the main elements of cultural, economic or other advantages are
a project application: created for participating countries or regions.
• Sustainability: This point is highly valued
when applying for EU funding and therefore
it is important to show how project achieve-
ments will continue when the funding
period is over.
Toolkit on Funding EU Funding - Step-by-step guide to developing a project proposal for EU Funding | 10Recommended Tools or payment. It would therefore be consid- • Reimbursement of a specific proportion of
ered ‘in-kind’ and would not be considered the eligible cost actually incurred
• Logical Framework (Logframe): The an eligible cost to be included in the project ○○ The applicant will define his expend-
logframe is a helpful tool to structure budget. Costs for preparing the project are iture in terms of real costs (where
the project development. It includes all usually not eligible for EU funding. All costs maximum eligible rates may apply).
elements necessary for a coherent project related to the implementation of the specific European Union financing will be
proposal in a matrix. project, such as the purchase of equipment, calculated by applying a percentage
office material, the renting of facilities, insur- to real eligible expenditure. The contri-
• Gantt Chart ance costs and communication costs are bution will be reduced pro rata if, at
First list the expected results in terms of potentially eligible as indirect project cost. The final reporting stage, the project is not
deliverables, then draw a corresponding list personnel costs have to include all related fulfilled or is only partially fulfilled or
of tasks necessary for their production and costs, such as the employer’s contribution to funds have been spent on ineligible
gather tasks under workpackages (such as social security, taxes and charges, holidays expense items.
communication, evaluation). To schedule and special payments. The work of volun- ○○ In the case of (the part of) a grant
and manage tasks, define the duration of teers cannot be included in the draft budget. awarded on the basis of real costs,
work packages and tasks. Further types of costs that can be covered the beneficiary shall keep and be able
by EU funding are travel costs, daily rates for to produce upon request all proofs of
food and accommodation, as well as costs for expenditure related to the expense
5) Budget and Eligibility of Costs subcontracting, such as interpreting services. items based on real costs.
Most of the project funds apply a co-financing
When designing the budget, attention has to principle by which the EU covers a certain • Lump Sums
be paid to make it coherent, balanced, reason- percentage of the overall costs and the appli- ○○ In the case of grants awarded as
able and it must include only eligible cost. cants have to cover the rest. The maximum a lump sum, the beneficiary has to
Eligible costs are those costs directly related co-financing rates as well as more specific be able to prove that the activity for
to the proposed project, for which an actual rules on the eligibility of costs are specified in which grant support is awarded has
expense is incurred and an actual payment is each call for proposal. really taken place, rather than the
made. For example, paid staff time devoted to actual amount of expenditure. If the
an activity would be an eligible expense. Volun- EU grants may take any of the following forms: supported activity is realised in a satis-
tary staff time, on the other hand, might have factory manner, the full grant amount is
value but does not result in an actual expense acquired.
Toolkit on Funding EU Funding - Step-by-step guide to developing a project proposal for EU Funding | 11• Flat rate financing Lifelong Learning Project Partner Search to conduct sufficient research and find out
○○ In the case of flat-rate grants using A tool to look for partners in the area of lifelong whether there are any other project partnership
scales of unit costs (for example learning. databases or search tools available in your
maximum daily rates for subsistence), the national language.
beneficiary does not have to justify the EU Research Partner Search
costs incurred but has to be able to prove A tool to look for partners in the area of research Another source for information are European
the reality of activities resulting into the networks and umbrella organisations who
entitlement to a specific grant amount. Otlas Partner-Finding Tool for International often provide funding information on their
Youth Projects website and could potentially identify suitable
• A combination Tool to search for partners from a data- partners from within their membership.
base with more than 5400 organisations and
informal groups Eurodiaconia as a network of social and health
6) Where can you find project partners? care providers from all over Europe can help
Best practice database from YOUTH IN members to find suitable partners for trans-
European Funding Instruments often suggest ACTION Programme (2007-2013) national project calls. In order to get an over-
or require to create partnerships for a project This database is a compendium of Youth Initia- view of Eurodiaconia members, please consult
proposal. There are a number of sources to tives (Action 1.2) and Youth Democracy Projects our webpage here. In case you want to get
consult when looking for project partners. (Action 1.3) supported by the European YOUTH in contact with a specific member, you can
Success stories of previous projects, partner IN ACTION Programme (2007-2013) directly use the contact information provided
search databses and compendia are tools that on the website or contact Eurodiaconia’s
are available at EU level. Find below a number Awarded grants by Directorate General for Policy, Projects and Research Officer Florian
of websites to consult when you start your Employment, Social Affairs & Inclusion of the Tuder
research. There are many more opportunities European Commission
out there and it is therefore imperative to spend A list grants and which projects/operations
sufficient time on conducting research and have been funded from 2004 to 2013
identifying further sources for information.
At national level the national agency or contact
European Commission Youth compendia point responsible for the programme relevant
Information on the accepted projects that can for your organisation is a good address to turn
be used for partner search as well. to in search of partners. Again it is important
Toolkit on Funding EU Funding - Step-by-step guide to developing a project proposal for EU Funding | 127) Which legal documents have to be • Letters of mandate – For the case that Read more:
prepared? partners are involved in the project, a letter
of mandate has to be filled in which gives The Directorate-General for Humanitarian
Most funding programs require applicant and authorisation to the applicant organisation Aid has published a manual for project cycle
partner organisations to fill in a number of to hand in and coordinate the project. management, which explains the different
legal documents, giving information about stages and what they require.
the legal form and the financial identification, Templates for all these documents are avail-
for example. The exact number of documents able and the relevant links are provided in the
required is specified in the calls and program call or online application form. There, it is also
guides and can be found on the European stated which of these documents are needed
Commission websites. for the specific funding program.
The most common legal documents needed In addition to these information, organisations
include: often have to provide a copy of their statutes
Call /
and VAT certificates as well as a copy of their Application
• Legal entity form – The legal entity form budget summaries of preceding years.
asks for information on the legal form and Analysis Selection
registration number of the applying organ-
isation, for example. It can be accessed 8) Project Cycle Management
in all official languages of the European
Union here. The ‘Project Cycle Management’
Decision /
Evaluation
• Financial identification form – This docu- approach is the primary set of project Contract
ment asks for banking details of the appli- design and management tools adopted by
cant organisation. It can be accessed in all the European Commission. This approach
official languages of the European Union was primarily developed for projects in
here. the field of international development but Start of the
Reporting project / Imple-
• Declaration on honour – The declaration can be adapted to the European context mentation
on honour requires the applicant organisa- as well. The graphic below shows the
Monitoring
tion to commit to comply with the program different stages an organisation will go
rules and project. through when applying for EU funds.
Toolkit on Funding EU Funding - Step-by-step guide to developing a project proposal for EU Funding | 13Overview on EU Funding Instruments
Europe European
for Citizens Neighbourhood ESF EFSI
Programme Instrument
Rights,
Equality and
Citizenship Erasmus+
Programme
STRUCTURAL
INTRA- EXTERNAL
AND
COMMUNITY COOPERATION
INVESTMENT
PROGRAMMES PROGRAMMES
FUNDS
Asylum, Fund for European
Migration and European Aid Regional
EaSi
Integration to the Most Development
Fund Deprived Fund
Instrument for
Horizon 2020 Pre-accession
Assistance
(IPAII)
Toolkit on Funding EU Funding - Overview on EU Funding Instruments | 14Europe for Citizens Programme (2014 – 2020)
Programme Objectives
Budget: EUR 186 million Project duration: maximum 21 days Objectives of the Programme:
Grant amount: maximum €25 000 per
Action grants have 2 strands: project • Contribute to citizens’ understanding of the
○○ ‘Networks of towns’ projects encourage EU, its history and diversity
• Strand 1: European remembrance - the towns to cooperate with other towns on a • Foster European citizenship and improve
EU as a peace project long‑term basis to explore particular topics conditions for civic and democratic partici-
The programme supports initiatives which or themes, share resources or interests, pation at EU level
reflect on the causes of the totalitarian gain influence or face common challenges.
regimes that blighted Europe’s modern Project duration: maximum 24 months The financed projects will:
history, look at its other defining moments per project & maximum 21 days per event
and reference points, and consider Grant amount: between €10 000 & • Raise awareness of remembrance, the
different historical perspectives. €150 000. common history and values of the EU and
Project duration: maximum 18 months ○○ ‘Civil society projects’ give citizens an the EU’s aim - namely to promote peace,
Grant amount: maximum €100 000 opportunity to participate concretely in the the values of the EU and the well-being of
EU policy-making process. They stimu- its peoples
• Strand 2: Democratic Engagement and late debates to propose practical solutions • Encourage the democratic and civic partic-
Civic Participation through cooperation at European level. ipation of citizens at EU level, by devel-
Projects aiming at bringing citizens Project duration: maximum 18 months oping their understanding of the EU policy
together, targeting the topics of the EfC Grant amount: maximum €150 000 making-process, and stimulate interest and
programme. There are three project possi- involvement in EU policy making
bilities under Strand 2: Operating grants:
○○ ‘Town Twinning Projects’ bring together Legal Basis
citizens from twinned towns to debate The European Commission supports Euro-
issues from the European political agenda. pean public‑policy research organisations Council Regulation (EU) No 390/2014 estab-
They develop opportunities for societal (think tanks) and civil society organisations with lishing the ‘Europe for Citizens’ programme for
engagement and volunteering at EU level. European outreach. the period 2014-2020
Toolkit on Funding EU Funding - Europe for Citizens Programme (2014 – 2020) | 15Eligibility How to apply Useful Links
Programme funding is open to all actors The programme and the majority of action are • Europe for Citizens 2016 priorities
promoting Europe, citizenship and integration, centrally managed by the Education, Audio- • Europe for Citizens Programme Guide
especially: visual and Culture Executive Agency of the 2014-2020
Commission. • Europe for Citizens Contact Points
• local and regional authorities • Participant Portal
• civil-society organisations in the fields of The funds of the Europe for Citizens • Last published FAQs for applicants
culture, youth and education programme are allocated through grant and • EACEA Website
• research institutions public procurement contracts. The Commission
publishes annual work programmes, which
The Programme is open to the 28 Member give further information on the objectives, the
States of the European Union. The applicants method of implementation, the amount of the
and partners must be established in one of the financing plan, the co-financing rate, a descrip-
countries participating to the Programme. At tion of actions supported and an indicative
least one EU Member State must be involved. implementation timetable.
The Programme is potentially open to acceding Access the Europe for Citizens” programme
countries, candidate countries and potential guide 2014-2020 in all EU languages. Calls for
candidates as well as the EFTA countries party proposals will be published here.
to the EEA Agreement.
For more information, contact the Europe
for Citizens Point in your country. These
contact points ensure the dissemination of
information on the programme and its imple-
mentation, activities and funding opportunities
at a national level.
Toolkit on Funding EU Funding - Europe for Citizens Programme (2014 – 2020) | 16Erasmus+ (2014 – 2020)
Programme Legal Basis How to apply
Budget: EUR 14.7 billion Regulation (EU) establishing ‘Erasmus+’: the In Erasmus + applications can be made
Union programme for education, training, youth centrally/regionally (EC) and decentrally/nation-
3 Key Actions: and sport. ally. For central calls for proposals go here.
1. Learning Mobility of individuals To find your national agency, click here.
2. Cooperation for innovation and the Eligibility
exchange of good practices good practices To learn about this programme in more detail,
3. Support for policy reform Jean Monnet Initi- • Erasmus+ is open to all EU Member please read the Eurodiaconia briefing here.
ative States, Iceland, Liechtenstein, Norway,
EU candidate countries benefiting from a
pre-accession strategy and other countries Useful Links
Objectives in the Western Balkans. Switzerland1.
• In addition, non-EU, mostly neighbourhood • Erasmus+ website
Aims: countries, will be able to benefit from actions • Erasmus+ 2016 Programme Guide (avail-
aimed at promoting study and training oppor- able in the 23 EU official languages)
• To support young people gain more and tunities abroad, as well as youth activities. • National Agencies for Erasmus+
better skills by studying & training abroad • Any public and private body active in the • Application form models
• To enhance teaching quality in the EU and areas of education, training, youth and grass- • EACEA website
beyond roots sport may apply within this Programme. • Indicative funding and timetable for
• To support Member States and partner Erasmus+ centralised actions in 2016
countries in modernising their education • 2016 General call for proposals
and vocational training systems • Participant Portal
1 Switzerland will not participate in Erasmus+ on
• To promote youth participation in society Project example - Erasmus+: Diaconia
an equal footing with Member States (i.e. as a
• To support teaching, research on European Valdese (Waldensian Diaconia)
“Programme Country”), but will rather enjoy the
integration and European grass-roots sport “EUROPE 4 ALL?” (2014-2015)
same status as other third countries (i.e. as a
“Partner Country”).
Toolkit on Funding EU Funding - Erasmus+ (2014 – 2020) | 17Project example - Erasmus+: Diaconia Valdese (Waldensian Diaconia) “EUROPE 4 ALL?” (2014-2015)
Diaconia Valdese ran this project through an the aim of developing new projects within Through this project Diaconia Valdese set-up
Erasmus+ grant of 98.359 Euros for Euro- Erasmus +; multimedia (web-blog) and printed (notebook)
pean Voluntary Service (EVS) activities, • To increase young participants’ trans- “Youth Working Tool”, collecting experiences,
training for youth workers and youth exchange. versal and technical skills and compe- methods and materials, which will be useful
tences, and to promote the recognition of for also for the future work with young people
In view of the recent enlargements of the Euro- these competences, both at national and on the following themes: inclusion; transversal
pean Union, the project “EUROPE 4 ALL?” European level; and technical competences and skills; multicul-
wanted to explore the options for the EU to be • To promote the meeting between partic- tural coexistence. Young participants had the
an active actor in social change in and out its ipants of long and short term mobility opportunity to increase their skills and compe-
borders in order to ensure social inclusion, effec- (Youth Exchanges and EVS) within tences for their employability, both at national
tive citizenship of marginalized groups, youth Erasmus + through communication oppor- and international level, also through the partic-
employment, and the building of a multicultural tunities and the sharing of common knowl- ipation in other opportunities within Erasmus +.
and peaceful society in an innovative way. edge.
The project gave the youth workers the oppor-
The specific objectives of the project were: 5 interconnected activities were included in tunity to establish and to strengthen new trans-
“EUROPE FOR ALL?”: national partnerships, and to increase the
• To share and develop new working tools competences which can be used in their daily
for project development and non-formal • 3 EVS activities: 5 young people from work.
learning with youth on the following program countries to Italy; 1 young volun-
themes: European citizenship, intercultural teer from a partner country (Ukraine) to europe4allproject.wordpress.com
/ interreligious dialogue & conflict manage- Italy; 4 Italian young people to two partner
ment, and social inclusion; countries (Ukraine and Israel)
• To offer networking and new interna- • 1 training and networking activity: 16
tional partnership opportunities, which youth workers from all partners (8 coun-
will be able to involve program and partner tries) who will meet in Italy.
countries by sharing challenges, questions • 1 youth exchange activity: 28 young
and contributions, together with organi- people from 4 countries who will meet in
sations based in Ukraine and Israel, with Italy.
Toolkit on Funding EU Funding - Erasmus+ (2014 – 2020) | 18EaSi (2014 – 2020)
Programme Legal Basis organisations,
• higher education institutions and research
Budget: EUR 919 million Regulation (EU) No 1296/2013 on a European institutes, experts in evaluation and in
Union Programme for Employment and Social impact assessment, national statistical
3 Axes: Innovation (“EaSI”) and amending Decision offices; the media
No 283/2010/EU establishing a European
1. EaSi-PROGRESS for modernisation of Progress Microfinance Facility for employment
employment and social policies and social inclusion. How to apply
2. EaSi-EURES for labour mobility
3. EaSi Microfinance for access to micro-fi- PROGRESS is managed by the European
nance and social entrepreneurship Eligibility Commission’s Directorate General for Employ-
ment and Social affairs, which allocates the
• Easi is open to all EU countries, EEA coun- funds directly to beneficiaries in the form of call
Objectives tries, in accordance with the EEA Agree- for proposals and call for tenders.
ment, and EFTA countries;
Funding Priorities EaSi PROGRESS: • EU candidate countries and potential Calls for proposals are available here.
candidate countries, in line with the frame-
• Develop and disseminate compara- work agreements concluded with them on For a more detailed overview of the EaSi
tive analytical knowledge and provide their participation in the Programmes programme you can consult the Eurodiacia
evidence’s on Union’s policies briefing here.
• Improve information-sharing, learning and The PROGRESS axis of EaSI is open to all
dialogue public and/or private bodies, actors and institu-
• Test social and labour market policy inno- tions, and in particular: Useful Links
vation and build capacity to design and
implement social policy innovation • national, regional and local authorities, • EaSI Programme
• Increase the capacity of Union and national employment services, specialist bodies • EaSI 2016 funding priorities
organisations to develop, promote and provided for under Union law, • EaSI 2016 call for proposals forecast
implement Union policies and law • the social partners, non-governmental • EaSI Committee (National Contact Points)
Toolkit on Funding EU Funding - EaSi (2014 – 2020) | 19Project example: Housing First (PROGRESS) implemented by Helsinki Deaconess Institute The Housing First approach focuses immedi- The idea is to support tenants so that those ately and primary on helping individuals and who need a strong support by the community, families to quickly access and sustain perma- will receive it. Those who want to stay sepa- nent housing and then to provide services to rately, have an opportunity to do so. Residents the users as needed. The Housing First model sign a tenancy at will, which means that there was piloted, amongst other organisations, by are no trial periods, no fixed tenancies and no Helsinki Deaconess Institute in Finland. evictions. In Helsinki the Aurora House provides housing The personnel are available 24/7 in the same for 125 persons who have very different back- building. Services are provided according to grounds and have repeatedly lost their homes. their individual needs and abilities that are They already have experience on supported subject to change over time. housing, but they have lost it due to substance dependence or abuse, mental illness and somatic diseases. Most of them do not possess skills of sustaining a home. Toolkit on Funding EU Funding - EaSi (2014 – 2020) | 20
Horizon 2020 (2014 – 2020)
Programme Objectives Eligibility
Budget: EUR 80 billion Primary aim: • All EU Member States
• acceding countries, candidate countries
3 main pillars: • Strengthen the EU’s position as a world and potential candidates
leader in science, • selected third countries that fulfil all of the
1. Excellent science • help make Europe a more attractive loca- following criteria:
2. Industrial Leadership tion to invest in research and innovation a. have a good capacity in science, tech-
3. Societal Challenges • bring excellent research results to market nology and innovation;
which will deliver direct benefits to citizens b. have a good track record of participa-
2 horizontal programmes: tion in Union research and innovation
Aim of “Societal challenges” programme programmes;
1. Spreading excellence and widening partic- c. have close economic and geographical
ipation • tackle the major issues affecting the lives links to the Union
2. Science with and for society of European citizens
• increase the effectiveness of research In particular:
Programme thematic lines within Societal and innovation in responding to key soci-
Challenges relevant for members: etal challenges by supporting excellent • Public sector bodies (including local and
research and innovation activities regional administrations)
• Health, demographic change and well- • Public and private institutions
being (€7 472 million) Legal Basis • Universities and research Institutes or
• Europe in a changing world - Inclusive, research organisations
innovative and reflective societies (€1 309 Regulation (EU) No 1290/2013 laying down • Enterprises and SMEs, including social
million) the rules for participation and dissemination in enterprises
Horizon 2020 – the Framework Programme for • NGOs, civil society organisations, stake-
Research and Innovation (2014-2020) holders/end-users organisations in all sectors
• Independent researchers, including starting
Regulation (EU) No 1291/2013 establishing researchers, from any country in the world
Horizon 2020
Toolkit on Funding EU Funding - Horizon 2020 (2014 – 2020) | 21How to apply Useful Links Project example: Diakonhjemmet were
part of the Consortium of Innoserv
This fund is directly managed by the Euro- • Horizon 2020 website (Horizon 2020)
pean Commission. The Commission adopts • Horizon 2020 Programme
work programmes for the implementation • List of eligible countries under Horizon INNOSERV is a multi-phase project, a commu-
of the different sections of the Framework 2020 nication tool, a platform, a global public sphere
Programme, which outline in further detail • List of associated countries under Horizon and a network. Its main goal is to identify the
the funding objectives and supported types 2020 potential of innovative social services in the
of actions. The funds are mostly allocated • Standard eligibility criteria fields of health, welfare and education. To
through project grants for duration of usually 3 • Individual Work Programmes 2016-2017 for achieve this goal, innovative and low-threshold
years. the various sections of H2020 communication means were used, such as
• Steps to submit a proposal under Horizon films, podcasts, and visual sociology, to reach
Work programmes of the different sections can 2020 out to a wide audience of scholars, practi-
be found here. • Horizon 2020 Online Manual tioners, policy makers and service users.
• Participant Portal
Calls for proposals can be accessed here. • National Contact Points (NCPs) The platform has taken a bottom up approach,
• Horizon 2020 Helpdesk collecting the views of stakeholders about inno-
Click here to read the Commission Regulation • Partner Tool Database for Research vations in social services in various European
on Horizon 2020. projects countries. This was accomplished through
visualizations of twenty innovative examples
Eurodiaconia published a briefing on Horizon presented to users, practitioners, policy makers
2020 which can be accessed here. and experts in the field in the INNOSERV
partner countries and beyond.
Toolkit on Funding EU Funding - Horizon 2020 (2014 – 2020) | 22Asylum, Migration and Integration Fund (2014 – 2020)
Programme Legal Basis: To learn about this programme in more detail,
please read the Eurodiaconia briefing here.
Budget: EUR 3.1 billion Regulation (EU) No 516/2014 establishing the
Asylum, Migration and Integration Fund.
3 programs that used to exist separately Eligibility
and now all function under AMIF:
How to apply Implemented through the following means:
• European Refugee Fund (ERF)
• European Integration Fund (EIF) The largest share of the total amount of the • National programmes;
• Return Fund (EF) AMIF (almost 90%) will be channelled through • Union actions;
shared management. EU States will implement • Emergency assistance;
their multiannual National Programmes, covering • European Migration Network;
Objectives the whole period 2014-20. These programmes • Technical assistance
are prepared, implemented, monitored and eval-
Primary aim: uated by the responsible authorities in Member In particular:
States, in partnership with the relevant stake-
Create an effective management of migration holders in the field, including civil society. • National, regional and local authorities
flows into and out of the European Union • Public bodies
The remaining 10% will be managed under • NGOs
Objectives: direct management (including emergency • Bodies and entities, which are profit-oriented,
assistance) at the initiative of the Commission, only have access to the Programme in conjunc-
1. Strengthen the Common European Asylum in which Union Actions will be implemented in tion with non-profit or public organisations
System (CEAS) the framework of annual work programmes. • Third-country nationals or stateless people
2. Support legal migration and integration are eligible if fulfilling specific asylum
3. Promote return strategies (for irregular/illegal There will be a number of calls for proposals or immigration conditions. The actions
migrants back to their home countries) under each of the goals that members can will support family members of persons
4. Increase solidarity and responsibility apply for. Calls for proposals can be accessed referred to above, where appropriate, and
sharing among Member States here. in so far as the same conditions apply.
Toolkit on Funding EU Funding - Asylum, Migration and Integration Fund (2014 – 2020) | 23Useful Links Project example: Refugee Integration Program implemented by Reformed Mission
Centre of Hungarian Reformed Church
• AMIF Fund
• AMIF 2016 Work Programme for emer- This project for refugees in Budapest has been equipping them to fully participate in class
gency assistance funded by the European Refugee Fund and the activities as soon as possible. Young people
• Access to PRIAMOS Hungarian Government. can receive housing assistance in dormito-
ries if necessary, school supplies, books and
It assists refugees with accessing housing, anything else to help them succeed in their
education and employment. The housing education. In addition to this, the Reformed
project provides families with a full rent subsidy Mission Centre offers social work support,
for one year and an incrementally decreasing counselling, fellowship through social activities
subsidy for an additional six months. This and familiarization with the culture and history
enables the family to leave the refugee centre of Hungary.
and to begin a life within the Hungarian
community. During their participation in the
programme, social workers assist the family
with locating employment and weaving through
the maze of Hungarian bureaucracy. The
school programme helps young refugees
to access Hungarian schools and provides
Hungarian as a foreign language teachers
and special educators, who as external school
staff members, instruct and tutor the students,
Toolkit on Funding EU Funding - Asylum, Migration and Integration Fund (2014 – 2020) | 24Rights, Equality and Citizenship Programme (2014 – 2020)
Programme mentation of actions with a European Specific Objectives
added value, support for European-level
Budget: EUR 439,47 million networks and harmonised services of • Promote non–discrimination
social value, and support for Member • Combat racism, xenophobia, homophobia
4 programmes that used to exist separately States in implementing European instru- and other forms of intolerance
and now all function under this fund: ments and policies • Promote rights of persons with disabilities
• Analytical activities (studies, data collec- • Promote equality between women and men
• Daphne III Programme tion, development of common methodol- and gender mainstreaming
• Fundamental Rights and Citizenship ogies, indicators, surveys, preparation of • Prevent violence against children, young
Programme guides…) people, women and other groups at risk
• Progress Programme (gender equality, (Daphne)
nondiscrimination strands) • Promote the rights of the child
• Drugs Prevention and Information Objectives • Ensure the highest level of data protection
Programme • Promote the rights deriving from Union citi-
Objectives of the Programme: zenship
Types of actions funded • Enforce consumer rights
• Contribute to the further development of
• Training activities (staff exchanges, work- an area where equality and the rights of Legal Basis:
shops, development of training modules) persons, as enshrined in the Treaty, the
• Mutual learning, cooperation activities, Charter and international human rights Regulation (EU) No 1381/2013 establishing a
exchange of good practices, peer reviews, conventions, are promoted and protected Rights, Equality and Citizenship Programme
development of ICT tools… for the period 2014 to 2020
• Awareness-raising activities, dissemina-
tion, conferences
• Support for NGOs engaged in the imple-
Toolkit on Funding EU Funding - Rights, Equality and Citizenship Programme (2014 – 2020) | 25Eligibility How to apply
Access to the Programme shall be open to In particular: The Programme is managed directly by the
all public and/or private bodies and entities European Commission, who publishes annual
legally established in: • Public bodies work plans with specific information on funding
• NGOs and civil society activities, amounts to be allocated, measures
• Member States; • Bodies and entities, which are profit-ori- to be financed and indicative implementation
• EFTA countries which are party to the EEA ented, only have access to the Programme timetables. Calls for proposals for action grants
Agreement, in accordance with the condi- in conjunction with non-profit or public or operating grants will be published on the
tions laid down in the EEA Agreement; organisations website of the Directorate General for Justice
• Accession countries, candidate coun- • Further specification on the eligibility of of the European Commission here.
tries and potential candidates, in accord- actors is given in the respective call for
ance with the general principles and the proposals and tenders
general terms and conditions laid down Useful Links
in the framework agreements concluded
with them on their participation in Union • 2016 Work Programme for the implementa-
programmes. tion of the Rights, Equality and Citizenship
• Public and/or private bodies and entities Programme
legally established in other third countries, • Access to PRIAMOS
notably countries where the European
Neighbourhood Policy applies, may be
associated to actions of the Programme, if
this serves the purpose of these actions.
Toolkit on Funding EU Funding - Rights, Equality and Citizenship Programme (2014 – 2020) | 26Project example: Our member Evanjelicka diakonia ECAV in Slovakia received funding
under Daphne for the project „ESCAPE“
ESCAPE - European Street Children Anti-Vio- belonging to ethnic minorities. Such strategies
lence Programme and Exchange were shared among partners from Eastern and
Western Europe, in order to create a trans-
It addressed street and peer violence that national platform able to promote effective
occurs amongst children and adolescents actions against street and peer violence and
with migration or ethnic minority background harmful lifestyles.
who are living and/or working on streets both
in western and in eastern European coun- The project focused mainly on:
tries. Since the topic is wide and complex, • exchanging of knowledge of interven-
the project makes use of the materials that tion models to prevent and contrast street
are already available, stemming from previous violence and peer violence in street,
projects and researches conducted both at the fostering a transnational platform for a
local and at the European level. In particular, strict cooperation between estearn and
it represented the continuation of the “Anti westaern european country pratictioners
Violence Project – protecting street children who work in the field of minors (in particular
from violence in urban areas in European capi- with vulnerable groups, minors with migra-
tals: implementation of a sustainable method- tion background/belonging to ethnic minor-
ology” (AVP) that came to an end in July 2010. ities
The ESCAPE project extended the results • modelling and developing of effective
achieved in the AVP in order to develop street/ educative prevention programmes aimed to
peer violence prevention and contrast strat- prevent street violence and peer violence
egies specifically addressed to street chil- and also risk behavior related to drug/
dren/adolescents with migration background/ alchol abuse or weapons carrying.
Toolkit on Funding EU Funding - Rights, Equality and Citizenship Programme (2014 – 2020) | 27European Neighbourhood Instrument (2014 – 2020)
Programme Objectives Eligibility
Budget: EUR 15.4 billion Primary aim: Eligibility:
Programs: Strengthening the prosperity, stability and • main source of funding for the 16 partner
security of Europe’s neighbourhood in order to countries (plus Russia): Algeria, Armenia,
1. bilateral programmes covering support to avoid any dividing lines between the enlarged Azerbaijan, Belarus, Egypt, Georgia, Israel,
one partner country EU and its direct neighbours Jordan, Lebanon, Libya, the Republic of
2. multi-country programmes which address Moldova, Morocco, the occupied Pales-
challenges common to all or a number of Objectives: tinian territory, Syria, Tunisia and Ukraine,
partner countries, and regional and sub-re- Russia for the multi-country programmes
gional cooperation between two or more 1. To promote prosperity in the EU by
partner countries, and which may include supporting neighbouring countries’ In particular:
cooperation with the Russian Federation economic reform processes;
3. Cross-Border Cooperation programmes 2. To increase freedom and democracy in the • Local and Regional authorities
EU by deepening political cooperation with • Federations Unions
neighbour countries on the basis of shared • Administrations States
values and common interests; • Development NGOs
3. To encourage security and stability in the • SMEs, Universities, NGOs, International
EU by working with neighbouring countries Organisation
to address environmental and counter-ter-
rorism issues in line with the European
Security Strategy.
Legal Basis:
Regulation (EU) No 232/2014 establishing a
European Neighbourhood Instrument.
Toolkit on Funding EU Funding - European Neighbourhood Instrument (2014 – 2020) | 28How to apply Useful Links
Calls for proposals are launched from the • European Neighbourhood Instrument
European Commission in Brussels or locally by • European Neighbourhood Policy
Delegations. Therefore, members are advised • Eastern Partnership
to check also the website of their local EU • European Neighbourhood Instrument 2014-
Delegation. 2020 - Programming documents
• ENP Action Plans
Centrally managed grants from the European • Strategy papers
Commission can be found on the website of • ENP Progress reports
the Directorate General for Development and • Financial Cooperation Reference Docu-
Cooperation here. ments
• Boosting participation of ENP countries in
EU programmes
• Multiannual Pan-African Indicative
Programme 2014-2017
• The Benefits of European Neighbourhood
Policy (ENP)
• Boosting participation of ENP countries in
EU programmes
• EuroEast EU Delegations
• EuroMed EU Delegations
Toolkit on Funding EU Funding - European Neighbourhood Instrument (2014 – 2020) | 29You can also read
