WRITING AND MANAGING PROJECTS WITH EUROPEAN FINANCING
Our company has been selected by the ROMANIAN COMMERCIAL BANK SA (the Bank - EU Office ) to collaborate in a joint effort aimed at supporting companies and public administrations in getting access to EU Structural and Cohesion Funds and/or internal BCR funds. In this respect, a Co-operation Agreement has been concluded in July 2007 between PROMESO Consulting and the Bank.
Clients opting for our consultancy and training services will be assisted in the process of obtaining the necessary financing for their projects and subsequent management.
WHAT DO WE AIM TO OFFER OUR TRAINEES
- a) A comprehensive overview of post-accession European funds which are available for project financing
- b) Detailed knowledge on the process and instruments required for the development of a project and on the selection criteria of Requests for Financing by Structural Funds, Structural-type Funds, community programmes and other EU post-accession funds
- c) Abilities to structure, build up, manage and motivate the project team
- d) Knowledge and abilities of financial planning and management in the context of projects financed by Structural Funds and other post-accession funds.
BENEFITS FOR TRAINEES
At the end of training courses and workshops, trainees will know:
- - what steps should be undertaken in preparing a project fundable through European non-reimbursable funds (Structural Funds, funds for agriculture and rural development, other European funds)
- - which is the most adequate financing source for their project ideas
- - how to check out the eligibility of the applicant, project and partners
- - what costs are covered by non-reimbursable funds and which are the non-eligible expenditures; which is the size of the grant which may be requested
- - how to financially plan a project
- - what is a (pre)feasibility plan, technical project, cost-benefit analysis, market study, stakeholders’ analysis
- - what is the content of the Request for Financing
- - what selection criteria of Requests for Financing are used by the financier
- - models of projects from various EU countries which were financed by Structural Funds and other types of European funds
- - what difficulties might occur in the technical and financial management of a project
- - how should requests for payment, tender dossiers and technical/financial reports be done
Our team of trainers has an experience of 15 years in projects financed by the European Union (Phare, SAPARD, Structural Funds, Community programmes), being composed of international and Romanian trainers certified in European affairs and project management who delivered hundreds of training courses to companies, public authorities and NGOs from all regions of Romania and other EU Member States (UK, Portugal, France, Czech Republic, Slovakia, Poland). Most of them worked for the European Commission and supervised, managed and evaluated projects amounting to hundreds millions of Euro. The team has also experience in working with the Managing Authorities and Intermediary Bodies of European programmes, being knowledgeable of the EU financing philosophy and benefiting of accurate and up-to-date information on the matter.
Our clients include Bucharest Chamber of Commerce and Industry, Romanian Commercial Bank SA, Regional Development Agencies, National Adult Training Board, Prime Minister’s Chancellery, Bucharest Town Hall, county councils, Domo Retail, Tornado Systems, Montero SA, Vincon Vrancea, ICIM Bucuresti, NuclearPetrochim, Conversmin SA, Martifer Constructii, NGOs, universities.
PORTFOLIO OF TRAINING COURSES
I. Introductory course
(Code C-INTRO) “EU policies and financial instruments 2007-2013. Functioning mechanisms of European post-accession funds in Romania” – 1-day Course aimed to present a comprehensive overview of EU policies and financial instruments available during the programming period 2007-2013, on the basis of the Union budget structure, sources and financing principles.
II. Courses and workshops for writing Requests for Financing
(Code A-INSTR) 3-day Workshop for developing the necessary instruments required in the preparation of projects fundable through Structural Funds and European Agricultural Fund for Rural Development (logical framework approach, SWOT analysis, WBS, Gantt chart, budget, public consultation instruments etc.)
(Code C-STUD) “Feasibility Study, Business Plan and Cost-Benefit Analysis in ERDF-financed projects”. 3-day Course aimed to get participants familiar with the need, objectives, structure, drafting modality or, if the case, preparation of the public procurement dossier for the selection of designers/consultants experienced in developing such documents. Examples of enforcement of art. 55, Regulation 1083/2006 when calculating the eligible costs of a project. Models of documents.
(Code A-PL.FIN) “Financial planning of European-funded projects” – 2-3-day Workshop targeted to people and organisations interested in knowing the documents flow during the project preparation phase, eligible costs, calculation of the project total value, budget presentation in the Request for Financing, significance of state aid, calculation of total eligible costs, EU intervention intensity in different cases (co-financing rate and grant size), n+2 principle, development of a financial plan (planning cash entries, calculation of net cash flows, demonstration of project financial sustainability, etc.), financial models, etc. Applications, exercises, case studies.
III. Courses and workshops for European-financed projects management
(Code C-TEAM) “Project team” – 1-day Course aimed to learn trainees how to build a performant project team and to manage processes which usually occur in a project team in different phases of project development: communication, objectives, priorities and rules setting, task allocation, delegation, decision-taking, crises management, conflict resolution, project team motivation, team cohesion and mutual support. Role play, simulation, tests.
(Code C-PR.CO) “Project pre-financing and co-financing instruments” – 1-day Course for the presentation of available pre-financing (advances) and co-financing instruments, rules, exemptions and required documentation. Examples, financial models, applications.
(Code A-MG.PR) “Managing projects financed by European funds” – 2-3-day Workshop aimed to get the trainees aware of documents flow and financial flows during project implementation, financial management (eligible expenditures, financial monitoring, updating of the Financial Plan, format of financial reporting, payment requests and justifying documents for various categories of expenditures, highlighting the differences as compared to the Financial Plan, reimbursement of the project balance, n+2 principle), public procurement principles, monitoring, reporting to the financier, project closure, organigramme and processes within the project team. Applications, case studies, exercises.
(Code C-MG.RK) “Risk management in European-financed projects” – 1-day Course for the acquisition of abilities and knowledge on risk typology and prioritising, risk factors influence upon managerial decision-making, managing risks in investment projects, risk matrix and its usage. Exercises, practical applications.
(Code C-CO.MG) “Managerial communication in a project” – 1.5-day Course targeted to project managers who wish to know in detail the nature of communication within a project context, information dissemination and reporting of performance, meeting management, internal negotiation elements, management of relationships with the project internal and external stakeholders. Exercises, tests, role play.
(Code A-TEAM) 1-day Workshop aimed at building up a team of specialists within the client organisation/company for the successful preparation and management of projects financed out of non-reimbursable funds.
IV Sectoral courses and workshops
(Code CA-MED) Environment protection (recycling of electronic and electro-technical waste, dangerous – medical waste and out-of-use vehicles – collection centres)
(Code CA-INV) Productive investment for processing industry
(Code CA-TUR) Tourism
(Code CA-ITC) Information and communication technology
(Code CA-ENG) Energy
(Code CA-DRU) Human resources
Sectoral courses and workshops last for 3 days each and address a series of topics as follows: financing opportunities for the respective sector, Request for Financing and specific complementary documentation, lessons learnt, issues to pay particular attention when filling in the Request for Financing and its annexes, drafting of project proposals in the respective sector.
For a detailed description of the training topics and other information, please contact us by phone 021 3211742, 021 3272857, 031 4024719 or by e-mail firstname.lastname@example.org, mentioning the code of the course or workshop.