Presentation Transcript

1. Reinforce and Expand the Modernization of the Services Sector in Jordan JSMP II
2. Presentation Content JSMPII Are you aiming at becoming : More productive and globally connected one that delivers new, value adding and sustainable business and jobs? Higher incomes and improved living standards? You can now apply to one of our 5 grant schemes under JSMP II programme which awards grants through a competitive process. JSMPII aims at providing technical and financial support to Jordanian MSME’s, in order to contribute to improving their productivity and export performance. Our goal, your benefit
3. JSMP II in a Nutshell Total budget: EUR 16 million, of which 1 million of in-kind contribution from the Government of Jordan EUR 12.2 million Direct Grants to MSME's Operational Implementation duration: February 2012- February 2016 (4 years (including preparatory phase) )
4. JEDCO launched 5 Grant Schemes for the Services Sectors Scheme 1: Export Development and Participation in Trade Missions and Trade Events Scheme 2: Support for start-ups and innovative services start-ups outside Greater Amman Municipality, QasabetIrbid and ZarqaMunicipality Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and ZarqaMunicipality Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipalitiy, QasabetIrbid and ZarqaMunicipality Scheme 5: Support for Projects of National Interest in all Areas of Jordan
5. Scheme 1: Export Development and Participation in Trade Missions and Trade Events Objectives: To contribute to increasing and diversifying Jordanian services exports, through supporting the enhancement of export readiness of services MSMEs and their internationalisation efforts. priorities: Enhance market share of existing services in existing markets. Develop new markets for export of existing services. Develop new export services for existing markets. Develop new services exports in new markets.
6. Scheme 1: Export Development and Participation in Trade Missions and Trade Events Duration of the action: 1- 12 months Budget indicatively available: EUR 1,000,000 Maximum grant per awarded company per the whole programme life : EUR 50,000 JEDCO Grant Maximum Contribution: 40% of the total eligible costs of an action undertaken by firms in Greater Amman Municipality, QasabetIrbid  and ZarqaMunicipality. 60% of the total eligible costs of an action undertaken by firms in any Governorate, except for Greater Amman Municipality, QasabetIrbid  and ZarqaMunicipality The balance must be financed from the applicant's own resources Revolving: every 4 months based on budget availability: Before 3:00 PM
7. Scheme 1: Export Development and Participation in Trade Missions and Trade Events What Types of Actions? Proposed actions MUST be related to an export development plan and/or participation in trade fairs.These include, but not limited to the following examples: Participation in trade fairs, exhibitions, missions, including organize meetings with foreign buyers; Development of export plans; Market research and studies; For more examples visit: www.jedco.gov.jo
8. Scheme 1: Export Development and Participation in Trade Missions and Trade Events Who Can Apply? In order to be eligible for a grant, applicants must be: a legal entity established in the Hashemite Kingdom of Jordan; registered at the Ministry of Industry and Trade (MOIT) or relevant ministries; a services enterprise; 100% privately owned; registered for more than one (1) year preceding the deadline of the call for proposals; number of employees, minimum 5 and maximum 250 (the employment eligibility criteria will be applied to the number of employees registered at the Social Security Corporation one (1) year preceding the deadline of the call for proposals; obtained a valid Vocational License ( رخصة مهن); directly responsible for the preparation and management of the proposed action The paid-up capital of the applicant must be equal or superior to JOD 5,000;
9. Scheme 1: Export Development and Participation in Trade Missions and Trade Events Applicantswill be asked to provide the following supporting documents: a certified copy of their registration at the Ministry of Industry and Trade or relevant ministries clearly indicating the company’s authorized signatories. a valid Vocational License ( رخصة مهن). a certified copy of their financial statements for the last one (1) year. a certified copy of a LIST of their employees’ register from the Social Security Corporation. a Legal Entity Sheet conforming to the model attached at Annex D of these Guidelines duly completed and signed by the applicant, accompanied by the justifying documents which are requested therein. a Financial Identification Form conforming to the model attached at Annex E of these Guidelines. Such documents must be in English or accompanied by a translation into English
10. Scheme 2: Support for Start-upsand innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and ZarqaMunicipality Objectives: To promote the establishment of new services firms in the Governorates outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality,with the aim of increasing and improving supply of services in the area as well as to contributing to income generation and to job creation for local residents. It includes newly established firms under the label of Start-ups. Priorities: Innovative start-ups. Future export potential. Social services such as education or health care services. Services that could be merged with other services.
11. Scheme 2: Support for Start-ups and innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Duration of Action: 1-12 months Budget indicatively available: EUR 3.6 million Maximum grant per awarded company per the whole programme life : EUR 75,000 JEDCO Grant Maximum Contribution: 60% of the total eligible costs of an action undertaken by firms in any Governorate, except for Greater Amman Municipality, QasabetIrbid  and ZarqaMunicipality. The balance must be financed from the applicant's own resources Revolving: Every 6 months based on budget availability: Before 3:00 PM
12. Scheme 2: Support for Start-ups and innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality What Types of Actions? Proposed actions MUST be related to a business development plan and/or start up initiatives. Theseinclude, but not limited to the following examples: Acquisition of equipment and/or new technologies, including software; Managerial capability building (Management capabilities enhancement, strategic planning and improvement of efficiency); Marketing (market research and development, elaboration of marketing and promotional plans and tools, development of corporate trademark); Organization and human resources management (Organizational restructuring, human resources development); Research and development (Innovation, development of new services offer, adaptation of existing services); Note that Applicants MUST include in their action plan and in their respective budget an allocation of no less than EURO 750 for participation in capacity building activities such as strategic planning, human resources management, marketing and financing. For more examples visit: www.jedco.gov.jo
13. Scheme 2: Support for Start-ups and innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Who Can Apply? In order to be eligible for a grant, applicants must be: a natural/physical person; OR, be a legal entity and registered at the Ministry of Industry and Trade (MOIT) or relevant ministries (not applicable for start-ups/ not yet established); a services enterprise; 100% privately owned; registered for less than one (1) year preceding the deadline of the call for proposals (not applicable for start-ups/notyet established); directly responsible for the preparation and management of the proposed action, If the applicant is an established legal entity paid up capital must be equal or superior to JOD 5,000;
14. Scheme 2: Support for Start-ups and innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality A natural/physical applicant will be asked to provide the following supporting documents: a valid identification card (copy); any proof of applicant’s capacity to finance form his/her own resources the amount of the action not covered by the grant and a projected cash flow of the proposed action. Note that in the case where a grant is awarded, the Beneficiaries must register the legal entity immediately after award of the grant and prior to signing of the Standard Grant Contract.
15. Scheme 2: Support for Start-ups and innovative services Start-ups outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality A legal entity applicant, established and in operations for less than 1 (one) year will be asked to provide the following supporting documents: a certified copy of their registration at the Ministry of Industry and Trade or relevant ministries clearly indicating the legal entity’s authorized signatories. a valid Vocational License ( رخصة مهن) or a copy of the application made to receive same. a projected cash flow of the proposed action. a certified copy of the legal entity’s registration with the Social Security Corporation. a Legal Entity Sheet conforming to the model attached at Annex D of these Guidelines duly completed and signed by the applicant, accompanied by the justifying documents which are requested therein. a Financial Identification Form conforming to the model attached at Annex E of these Guidelines. Such documents must be in English or accompanied by a translation into English
16. Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and ZarqaMunicipality Objectives: Reinforcing the capabilities of existing services MSMES to effectively provide quality services, and new services, as means to enhance its productivity and profitability fostering their growth, while generating employment opportunities for the local population. Priorities: Incorporating new technology, including automation. Building business alliances, including franchising and licensing. Development and introduction into the market of new services, in particular business innovative services. Firms’ restructuring Development of business strategies and plans.
17. Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Duration of Action: 1-12months Budget indicatively available: EUR 2 million Maximum grant per awarded company per the whole programme life : EUR 75,000 JEDCO Grant Maximum Contribution: 60% of the total eligible costs of an action undertaken by firms in any Governorate, except Greater Amman Municipality, QasabetIrbid  and ZarqaMunicipality. The balance must be financed from the applicant's own resources Revolving: Every 6 months based on budget availability: Before 3:00 PM
18. Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality What Types of Action? Proposed actions MUST be related to a business development plan. These include, but not limited to the following examples: Acquisition of equipment and/or new technologies, including software; Managerial capability building (Management capabilities enhancement, strategic planning and improvement of efficiency); Marketing (market research and development, elaboration of marketing and promotional plans and tools, development of corporate trademark); Organization and human resources management (Organizational restructuring, human resources development); For more examples visit: www.jedco.gov.jo
19. Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Who Can Apply? In order to be eligible for a grant, applicants must be: a legal entity; a services enterprise established in the Hashemite Kingdom of Jordan; registered at the Ministry of Industry and Trade (MOIT) or relevant ministries; a services enterprise; 100% privately owned; registered for more than one (1) preceding the deadline of the call for proposals ; obtained a valid Vocational License ( رخصة مهن); number of employees, minimum 5 and maximum 250 (the employment eligibility criteria will be applied to the number of employees registered at the social security corporation one year preceding the deadline of the call for proposals; directly responsible for the preparation and management of the proposed action, The paid-up capital of the applicant must be equal or superior to JOD 5,000;
20. Scheme 3: Reinforcement of existing services MSMEs outside Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Applicants will be asked to provide the following supporting documents: a certified copy of their registration at the Ministry of Industry and Trade or relevant ministries clearly indicating the legal entity’s authorized signatories. a valid Vocational License ( رخصة مهن) . a certified copy of their financial statements for the last one (1) year. a certified copy of a LIST of their employees’ register from the Social Security Corporation. a Legal Entity Sheet conforming to the model attached at Annex D of these Guidelines duly completed and signed by the applicant, accompanied by the justifying documents which are requested therein. a Financial Identification Form conforming to the model attached at Annex E of these Guidelines. Such documents must be in English or accompanied by a translation into English
21. Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Objectives: Reinforcing the capabilities of existing services MSMES to effectively provide quality services, and new services, as means to enhance its productivity and profitability fostering their growth, while generating employment opportunities for the local population. Priorities : Incorporating new technology, including automation. Building business alliances, including franchising and licensing. Development and introduction into the market of new services, in particular business innovative services. Firms’ restructuring Development of business strategies and plans.
22. Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Duration of Action: 1-12 months Budget indicatively available:EUR 3.75 million Maximum grant per awarded company per the whole programme life : EUR 75,000 JEDCO Grant Maximum Contribution : 40% of the total eligible costs of an action undertaken by firms within Greater Amman Municipality, QasabetIrbid and ZarqaMunicipality. The balance must be financed from the applicant's own resources Revolving: every 6 months based on budget availability: Before 3:00 PM
23. Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Who Can Apply? In order to be eligible for a grant, applicants must be: Be a legal entity; a services enterprise established in the Hashemite Kingdom of Jordan; a services enterprise; 100% privately owned; registered for more than one (1) year preceding the deadline of the call for proposals ; obtained a valid Vocational License ( رخصة مهن); number of employees, minimum 5 and maximum 250 (the employment eligibility criteria will be applied to the number of employees registered at the social security corporation one year preceding the deadline of the call for proposals; directly responsible for the preparation and management of the proposed action, The paid-up capital of the applicant must be equal or superior to JOD 5.000 (five thousand).
24. Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipality, QasabetIrbid and Zarqa Municipality What Types of Action? Proposed actions MUST be related to a business development plan. These include, but not limited to the following examples: Acquisition of equipment and/or new technologies, including software; Managerial capability building (Management capabilities enhancement, strategic planning and improvement of efficiency); Marketing (market research and development, elaboration of marketing and promotional plans and tools, development of corporate trademark); Organization and human resources management (Organizational restructuring, human resources development); Research and development (Innovation, development of new services offer, adaptation of existing services); Development of intellectual property assets. For more examples visit: www.jedco.gov.jo
25. Scheme 4: Reinforcement of existing services MSMEs within Greater Amman Municipality, QasabetIrbid and Zarqa Municipality Applicantswill be asked to provide the following supporting documents: a certified copy of their registration at the Ministry of Industry & Trade or relevant ministries clearly indicating the legal entity ’s authorized signatories. a valid Vocational License ( رخصة مهن) . a certified copy of their financial statements for the last one (1) year. a certified copy of a LIST of their employees’ register from the Social Security Corporation. a Legal Entity Sheet conforming to the model attached at Annex D of these Guidelines duly completed and signed by the applicant, accompanied by the justifying documents which are requested therein. a Financial Identification Form conforming to the model attached at Annex E of these Guidelines. Such documents must be in English or accompanied by a translation into English
26. Scheme 5: Support for Projects of National Interest in all Areas of Jordan Objectives: Support the undertaking of actions by individuals, services MSMEs and associations aimed at contributing to the achieving of social, environmental objectives (especially energy or water issues) and/or women job creation in the Hashemite Kingdom of Jordan. Priorities: Assure an efficient use of water and energy resources by firms. Increase the participation of Jordanian women in economically productive activities. Mitigate and remedy the impact of production activities on the environment or the community. Improve health care services, particularly in the disadvantaged regions of the country. Improve access to education and skills development to targeted segments of the population (such as persons with disabilities or exceptional children).
27. Scheme 5: Support for Projects of National Interest in all Areas of Jordan Duration of the Action: 1 - 6 months Budget indicative available: EUR 750,000 Maximum grant per awarded company per the whole programme life: EUR 10,000 JEDCO Grant Maximum Contribution: 75% of the total eligible costs of an action undertaken in the Hashemite Kingdome of Jordan. The balance must be financed from the applicant's own resources Revolving: Every 2 months based on budget availability: Before 3:00 PM
28. Scheme 5: Support for Projects of National Interest in all Areas of Jordan What Types of Action? All actions MUST be related to activities targeting social or environmental objectives (especially energy or water issues) and/or women job creation. These include but are not limited to the following examples: Upgrading of capabilities of individual establishments (مؤسسة فردية) addressing social challenges or contribute to social change, such as childcare services and educational programmes. Reinforce businesses owned and operated by women or create job opportunities for women. Feasibility studies related to businesses targeting social, environmental objectives (especially energy or water issues) and/or women job creation. The development of services to provide solution for environmental efficiency. For more examples visit: www.jedco.gov.jo
29. Scheme 5: Support for Projects of National Interest in all Areas of Jordan Who Can Apply? In order to be eligible for a grant, applicants must be: a natural/physical person; OR, a services MSMEs, or an association registered in the Hashemite Kingdom of Jordan; 100% privately owned, and directly responsible for the preparation and management of the proposed action.
30. Scheme 5: Support for Projects of National Interest in all Areas of Jordan A natural/physical applicant will be asked to provide the following supporting documents: a valid identification card (copy). any proof of applicant’s capacity to finance form his/her own resources the amount of the action not covered by the grant. a projected cash flow of the proposed action.
31. Scheme 5: Support for Projects of National Interest in all Areas of Jordan Services MSMEs and associations will be asked to provide the following supporting documents: a certified copy of their registration at the Ministry of Industry and Trade or relevant ministry. any proof of applicant’s capacity to finance form its own resources the amount of the action not covered by the grant. a certified copy of their financial statements for the most recently closed year or any other proof documents demonstrating the paid capital a projected cash flow of the proposed action. a Legal Entity Sheet conforming to the model attached at Annex D of these Guidelines duly completed and signed by the applicant, accompanied by the justifying documents which are requested therein, and a Financial Identification Form conforming to the model attached at Annex E of these Guidelines. Such documents must be in English or accompanied by a translation into English
32. Checklist/ Example Make sure to go through the checklist of each scheme: Scheme (1,2,3,4) P 27/Application Form Scheme (5): P 6/Application Form
33. Who Can not Apply? If you are bankrupt or being wound up, are having your affairs administered by the courts, or have entered into an arrangement with creditors. If you have not fulfilled obligations relating to the payments of social security contributions or the payment of taxes. For other ineligible situations and more Information refer to Article 2.3.3 of the practical guide to contract procedures. http://ec.europa.eu/europeaid/work/procedures/implementation/practical_guide/index_en.htm
34. IneligibleActions actions concerned only or mainly with individual sponsorships for participation in workshops, seminars, conferences, congresses, and actions concerned only or mainly with individual scholarships for studies or training courses.
35. What Costs are Covered by the Grant: Eligible Costs Eligible Direct Costs: All eligible/relevant costs related to the action implementation including utilised resources and sub-contracted services. Contingency Reserve: Max 5% of Direct Eligible Costs Eligible Indirect Costs (Overheads): Max 7% of the estimated Total Eligible Costs.
36. Ineligible Costs Salaries Debts and debt service charges. Provisions for losses or potential future liabilities; Interest owed; Costs declared by the beneficiary and covered by another action or work programme; Any costs incurred prior to signature of the Grant contract Any costs incurred after the end of the contracting period Purchases of land and buildings,
37. Ineligible Costs Currency exchange losses; Taxes, including VAT, Nevertheless, these may be considered as part of the estimated total accepted costs of the action for the purpose of co-financing where the Beneficiary can prove it cannot reclaim them. In such cases, the cost should be included in the Budget under the heading "taxes". Please note however that for the purpose of co- financing, taxes are the only ineligible costs that will be considered within the total accepted costs of the action. Credit to third parties.
38. Eligible Countries of Origin for your Supply EU Countries Member States (Only): 27 Countries Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom ENPI beneficiary countries: Algeria, Armenia, Azerbaijan, Belarus, Egypt, Georgia, Israel, Jordan, Lebanon, Libya, Moldova, Morocco, Palestinian Territories, Syria, Tunisia, Ukraine and Russia EU Candidates countries: Turkey, Croatia, The former Yugoslav Republic of Macedonia, Albania, Bosnia, Montenegro, Serbia and Kosovo The EEA countries: Iceland, Liechtenstein and Norway
39. How to Apply? Launching Application Evaluation Eligibility Guidelines (include evaluation grid) found on www.jedco.gov.jo Application form and Concept Note Scheme 1- 4 Administrative Check: Submission deadline Eligibility criteria Required documents Applicants maybe called for a personal interview. For scheme 2 ,the interview is mandatory. For scheme 5, no interview is required. Annexes Concept note Evaluation Supporting Documents Technical Evaluation of Grant Application Forms Scheme 5 Application Form Administrative Check: Submission deadline Eligibility criteria Required documents Annexes Technical Evaluation of Grant Application Forms Supporting Documents
40. How to Send Grant Application & Documents 1original A4 size+ 2 copies (Grant Application/Concept Note ) CD-Rom (or USB) supporting documents Required annexes Full Grant Applications sent by any other means (e.g. by fax or by e-mail) or delivered to other addresses will be rejected. Hand-written applications will not be accepted. Eng. Yarub Qudah CEO Jordan Enterprise Development Corporation (JEDCO) P.O. Box 7704 Amman 11118 JORDAN JEDCO/JSMP II/Sch5 / 1 -2012/JO "Not to be opened before the opening session" “لا يمكن فتح العطاء قبل جلسة فتح العروض” All documents must be fully completed and consistent. If not, REJECTION.
41. Where to Find more Information on JSMPII Grants Fax: + 962 6 5662140 E-mail address: jedco_services2@jedco.gov.jo http://www.jedco.gov.jo For your enquiries to the Contracting Authority, send your enquiry by e-mail or by fax no later than 21 days prior to the submission deadline. Replies will be given no later than 11 days prior to the deadline .
42. Note to Beneficiaries of Jordan Services Modernisation Programme (JSMP I) Beneficiaries of JSMP I (Services Modernisation Programme) MAY APPLY for a grant under JSMP II (Expand the Modernisation of the Services Sector in Jordan Programme) ONLY AFTER they have successfully completed the activity/action for which they have received the grant. However, some specific restrictions apply, these are: JSMP I Grant Beneficiaries of Scheme 1 ARE ELIGIBLE to receive a grant under JSMP II Scheme 1, and Scheme 3 or 4 (if they meet the criteria under JSMP II) as well as Scheme 5. JSMP I Grant Beneficiaries of Scheme 2 ARE ELIGIBLE to receive a grant under JSMP II Scheme 1, and Scheme 3 or 4 (if they meet the criteria under JSMP II) as well as Scheme 5. JSMP I Grant Beneficiaries of Scheme 5 (Reinforcement) ARE NOT ELIGIBLE to receive a grant under JSMP II Scheme 3 or 4 (Reinforcement), JSMP I Grant Beneficiaries of Scheme 5 (Start-ups) ARE ELIGIBLE to receive a grant under JSMP II Scheme 1, and Scheme 3 or 4 (if they meet the criteria under JSMP II) as well as Scheme 5. JSMP I Grant Beneficiaries of Scheme 5 (Start-ups) ARE NOT ELIGIBLE to receive a grant under JSMP II Scheme 2 (Start-ups).
43. Regional Info-Days
44. JSMP II TEAM are there to support you at all stages
45. Thank You!
46. How to Fill the Grant Application Form كيفية تعبئة طلب التقدم للمنحة
47. Before we start YOU SHOULD REALIZE THE FOLLOWING: 1. Your company current situation ( PROBLEMS, NEEDS) (SWOT) 2. Where your company is supposed to be in the near future 3. What is the best way to solve the problems and achieve the wanted desired future situation .
48. Future Situation الوضع المستقبلي What to do and how آلية و كيفية الوصول Description and methodology Current Situation الوضع الحالي
49. The Grant Application Form: Annex A of the Guidelines Part A: Concept Note ملخص المشروع I. Instructions For the Drafting of the Concept Note Part B: Full Application Form نموذج الطلب الكامل General Information The Action The Applicant Partners of the applicant participating in the action Associates for the applicant participating in the action Checklist for the Full application Form Declaration by the applicant Assessment grid of the full application form
50. PART A. CONCEPT NOTE ملخص المشروع 1. INSTRUCTIONS FOR THE DRAFTING OF THE CONCEPT NOTE Maximum 5 full pages (A4 Size) of Arial 10 characters with 2 cm margins . Responds , in the same sequence , to the heading listed below (حجم الخط 10 Arial ( خمسة صفحات كحد أقصى بخط نوع لا يوجد نموذج معين ولكن يجب الالتزام بثلاثة عناوين رئيسية وهي: ملخص عام صلة المشروع تصميم المشروع (وصف المشروع)
51. PART A. CONCEPT NOTE ملخص المشروع ويتكون من ثلاثة أجزاء ملخص عام (جدول من صفحة 1) صلة المشروع (من ثلاث صفحات كحد اقصى) مدى صلة المشروع بأهداف بالشريحة مدى صلة المشروع باحتياجات السوق المستهدف مدى تحقيق المشروع لاحتياجات المستفيدين النهائيين مدى صلة المشروع بالبيئة ايجاد فرص متكافئة والاهتمام بذوي الاحيتياجات الخاصة و غيرها من القيم المضافة 2.Relevance of The Action ((تصميم المشروعوصف المشروع (صفحة واحدة بحد اقصى) 1.Summary of the Action 3.Description of the Action
52. 1.1 Summary of the action (Max 1 page) ملخصالمشروع- عبارة عن جدول يتكون من البنود التالية
53. صلة المشروع 1.2 Relevance of the action (Max 3 pages) The concept note will be given an overall score of 50 points RELEVANCE will be given an over all score out of 30 points in accordance with this break down ان تقوم ببيان مدى صلة المشروع بأهداف و أولويات الشريحة، وصلته بإحتياجات السوق المستهدف وصلته باحتياجات المستفيدين النهائيين والقيم المضافة من المشروع مثل الحفاظ على البيئة و ايجاد فرص متكافئة والاهتمام بذوي الاحيتياجات الخاصة و غيرها من القيم المضافة . (ثلاث صفحات على الاكثر) (تدخل في العلامة النهائية للطلب الكامل)
54. 1.3 Description of the action(Max 1 page)وصف المشروع The concept note will be given an overall score of 50 points Design of the action will be given an over all score out of 20 points in accordance with this break down وصف كامل للمشروع يبين خلفية المشروع والمشكلة والحاجة والمحددات، والاهداف المحددة والانشطة والنتائج ومساهمة ذوي العلاقة والمدة الزمنية واية عوامل خارجية وبيان التسلسل المنطقي وتماسك أجزاء المشروع (بصفحة واحدة فقط )
55. The Assessment Grid of the concept note Only the concept notes which have been given a score of minimum of 30 points will be considered for pre-selection Full Application Form ملخصات المشاريع التي تحصل على علامة 30 فما فوق يتم اختيارها اختيارا أوليا وهي فقط التي ستنتقل الى المرحلة التالية: تقييم الطلب الكامل
56. طلب المنحة الكامل استدامة المشروع مدة المشروع وخطة العمل منهجية المشروع وصف المشروع وفعاليته كلفة المشروع ومقدار ونسبة الدعم المطلوب معلومات عامة )بحد اقصى 3 صفحات( بيان الاستدامة المالية للمشروع بعد انتهاء مدة المنحة. بيان الاستدامة المؤسسية بعد انتهاء المنحة بيان الاستدامة على مستوى السياسات. بيان الاستدامة البيئية تحليل المخاطر والحلول وخطة الطواريء بيان الافتراضات بيان الاثر الاجتماعي والاقتصادي والاجتماعي والسياسي المدة الزمنية للمشروع الجدول الزمني لانشطة المشروع مسؤوليات كل شخص في كل نشاط يجب ان تتوافق الانشطة في الجدول مع ما ورد في وصف المشروع مراعاة المدة الزمنية القصوى بيان فترات التحضير والتنفيذ (بحد اقصى 4 صفحات) فريق المشروع وخبراتهم ودورهم في المشروع ومسؤولياتهم الادوات والمعدات التي سيتم استخدامها بيان فيما اذا كان المشروع امتداد لمشروع آخر او نتيجة دراسة سابقة بيان طريقة المراقبة والتقييم الاثر على ذوي العلاقة ودورهم فيه (بحد اقصى 14 صفحة) خلفية المشروع خلفية مقدم الطلب الاهداف الاجمالية الاهداف المحددة الانشطة النتائج المؤازرون الشراكات الاستعانة بخبرات خارجية مدى ترابط الانشطة وجدواها هل النتائج المتوقعه تبرر الاستثمار بيان مصادر تمويل المشروع من قبل مقدم الطلب عبارة عن جدول عبارة عن جدول
57. PART B. Full Application Form - To be submitted by all applicants وهذا تكرار للمعلومات التي وردت سابقا
58. PART B. FULL APPLICATION FORM . 3المشروع كلفة المشروع ومقدار المنحة المطلوبة ملاحظة هامة: يرفض الطلب مباشرة اذا تجاوز مقدار المنحة المطلوبة السقف الاعلى المحدد او تجاوزت النسبة المطلوبة النسبة المحددة
59. مثال: منحة على المحور الثالث
60. PART B. FULL APPLICATION FORM 3.2 Description of the action وصف المشروع 3.2.1 Description of the action and its effectiveness (Max 14 pages) Provide a description of the proposed action, including : Making reference to the overall objective(s) and specific objective(s), outputs and results described in the concept note. Elaborate on specific results indicating how the action will improve the situation of the target group, final beneficiaries . Making reference to the overall objective(s) and specific objective(s), out puts and results described in the concept note, identify and describe in details each activity to be undertaken to produce results . المشكلة او الحاجة، خلفية المشروع ومقدم الطلب وإمكانياته، الاهداف المراد تحقيقها، الانشطة ،النتائج، المؤازرون، الشراكات، مدى ترابط تصميم المشروع، أثر المشروع على الفئة المستفيدة، هل النتائج المتوقعة تبرر كلفة المشروع؟
61. PART B. FULL APPLICATION FORM 3.2.3 Methodology (Max 4 pages)منهجية المشروع The methods of implementation and reasons for the proposed methodology Describe the interrelation between the action and other larger or previous actions the procedures for follow up and internal/external evaluation; the role and participation in the action of the various actors and stakeholders ( target groups, local authorities, etc.), and the reasons for which these roles have been assigned to them; The organisational structure and the team proposed for the implementation of the action (by function: there is no need to include the names of individuals); The main means proposed for the implementation of the action (equipment, materials, and supplies to be acquired or rented); The attitude of stake holders towards the action and the activities. The planned activities to ensure visibility of the action and the EU funding فريق المشروع وخلفيتهم و خبراتهم الفنية و الادارية، دورهم في المشروع ومسؤولياتهم، الادوات والمعدات والاحتياجات التي سيتم استخدامها لتنفيذ المشروع، هل المشروع امتداد أو استكمال لمشروع آخر او دراسة سابقة، كيف سينعكس اثر المشروع على ذوي العلاقة، كيف سيتم مراقبة وتقييم الاداء اثناء المشروع وما هي الاجراءات التصحيحية التي سيتم اتخاذها و الانشطة اللازمة لاظهار نتائج المشروع والافصاح عن منحة الاتحاد الاوروبي
62. PART B. FULL APPLICATION FORM 3.2.4 Duration and indicative action plan for implementing the action المدة الزمنية و خطة تنفيذ المشروع The action plan corresponds to the activities described detail in section 2.1.1 The action plan for the first year of implementation should be sufficiently detailed (the preparation & implementation of each activity) Applicants are recommended to base the estimated durations on the most probable duration and not the shortest possible duration Applicants should not indicate a specific dates but simply show "month 1", "month 2", etc. المدة الزمنية لتنفيذ المشروع، جدول زمني لكل الانشطة، بيان فترات التحضير وفترات التنفيذ، مسؤوليات كل شخص، الحد الاقصى للمدة الزمنية، الحد الادنى للمدة الزمنية، لا تضغط المدة الزمنية، استخدم الشهر الاول، الثاني وهكذا... ”الوضوح و التسلسل”
63. SECTIONS 3.2.1 ,3.2.2 , and 3.2.3 :Description of the Action, Methodology & Action Plan Description of the action and its effectiveness (Sec. 3.2.1) Description of the methods of implementation and reasons for the proposed METHODOLOGY (Sec. 3.2.2) The DURATION and ACTION PLAN (Sec. 3.2.3)
64. PART B. FULL APPLICATION FORM 3.2.4 Sustainability of the action (Max 3 pages) الديمومة/ الاستدامة / الاستمرارية Expected impacts of the action with quantified data where possible. Dissemination plan and the possibilities for replication . Main preconditions and assumptions during and after the implementation phase. Detailed risk analysis and possible contingency plans. How sustainability will be secured after completion of the action. Financial sustainability Institutional level Policy level where applicable Environmental sustainability الاستدامة المالية بعد انتهاء التمويل، الاستدامة المؤسسية، الاستدامة على مستوى السياسات، الاستدامة البيئية، ما هو اثر المشروع على المدى البعيد، تحليل المخاطر المتوقعة و خطة الطوارئ المقترحة، وما هي الفرضيات التي تم إفتراضها لتنفيذ المشروع. بيان أثر المشروع الاجتماعي والاقتصادي والفني.
65. Annex C:Logical Frame Work
66. 3.3 Budget for the Action-Annex B موازنة المشروع Are the estimated costs eligible? Are the estimated costs reasonable in light of the prevailing market prices? What is the relationship between investments in the action plan and quantifiable key performance indicators. Do the action plan provides “value for the money” Justify the necessity of the expenditure for the implementation of the action? الكلف المؤهلة الخاضعة للمنحة و الكلف غير المؤهلة (الرواتب والديون والاراض والمباني والفوائد كلف غير مؤهلة)، مراعاة الاسعار الواقعية، متوافقة مع الانشطة الواردة في المشروع، هل نتيجة المشروع تبرر المبلغ المستثمر فيه(الربط بين الاستثمار و عوائد هذا الاستثمار)، المصاريف الضرورية فقط لتنفيذ المشروع.
67. Annex B of the Guidelines (Budget for the action)
68. Annex B of the Guidelines – (Justification of the Budget)
69. SECTION 3.4: Expected Sources of funding (Annex B )
70. SECTIONS 3.3 & 3.4 :Budget for the action Budget of the action Annex B (Work sheets 1,2,3 ) (Sec. 3.3 and 3.4)
71. For those who pass The Assessment Grid: Section 2.3 of the Guidelines Concept Note Full Application Form      
72. The Selection Criteria (The score is out of 20)Evaluation of the companies’ capabilities [financial and operational]To be filled in Section 3.2.1,Section 3.2.2 , Section 3.4and Section 4”The Applicant” Do the applicant and, if applicable, partners have sufficient experience of project management? 5 Do the applicant and, if applicable partners have sufficient technical expertise? (notably knowledge of the issues to be addressed.) 5 Do the applicant and, if applicable, partners have sufficient management capacity? (including staff, equipment and ability to handle the budget for the action)? 5 Does the applicant have stable and sufficient source of fund? 5 لقياس خبرة مقدم الطلب في ادارة المشاريع ،مدى توفر الخبرات الفنية و الادارية لادارة و تنفيذ المشروع و توفر مصادر كافية و ثابته لتمويل المشروع .
73. SECTION 3.5: Applicants Experience of similar actions لقياس قدرة مقدم الطلب على ادارة المشاريع ، بيان اهم المشاريع السابقة التي تم إنجازها خلال السنوات الثلاث السابقة من المؤسسة او مقدم الطلب وخصوصا تلك المرتبطة بمنحة خارجية.
74. Part B: The Full Application Form 4. The Applicant Identity of the applicant جدول يبين هوية المؤسسة من حيث تاريخ التسجيل والرقم وعناوين الاتصال. Profile جدول يبين الصفة القانونية للشركة Sector الاشارة الى القطاع الذي تعمل فيه المؤسسة خلال السنوات السبعة السابقة Target groups (طلاب، نساء، كبار السن، شباب ، مستهلكين، أطفال... الخ الاشارة الى الفئة او الفئات المستهدفة Resources Financial Data جدول في الطلب + الميزانيات وتوضيحاتها Financing Sources الاشارة الى مصادر ايرادات الشركة(كنسبة مئوية) Number of Staff ( full time) جدول باعداد الموظفين الدائمين List of management board جدول بأعضاء مجلس الادارة ودور كل منهم وجنسيتهم وعدد السنوات في المجلس
75. Part B: The Full Application Form 4.2 Profile 4.1 Identity 4.2.2 Sectors
76. PART B. FULL APPLICATION FORM 4.2.3 Target Groups 4.3 Capacity to manage and implement the action 4.3.1 Resources Financial Data
77. PART B. FULL APPLICATION FORM Financing Source(s) Number of staff 4.4 List of management Board/Committee of your organization
78. Part B: The Full Application Form 6. ASSOCIATES OF THE APPLICANT PARTICIPATING IN THE ACTION المؤازرون Associates play a real role in the action but may not receive funding from the grant with the exception of per diem or travel costs مثل مشاركة المحامي في السفرات الخارجية للتأكد من سلامة العقود وقانونيتها. او الدعم الفني الذي تقدمه الشركة الام او المجموعة Associates do not have to meet the eligibility criteria referred to in section 2.1.1. This section must be completed for each associated organisation within the meaning of section 2.1.2 of the Guidelines for Applicants. ربما يكون هناك شخص أو شركة اخرى منخرطة في المشروع و تلعب دور حقيقي،ولكن لا يجوز لهم استلام أي تمويل من المنحة باستثناء المياومات و نفقات السفر . لا يلزم للمؤازرين الوفاء بمعايير الأهلية . في حال وجود مؤازرين مطلوب تعبئة جدول يبين معلومات عن كل مؤازر في المشروع والجدول مبين في الطلب .
79. Part B: The Full Application Form
80. Part B: The Full Application Form تأكد بنفسك ولا تعتمد على غيرك قم بتعبئتها عند وضع الاوراق بالمغلف أي نقص او مخالفة قد يعرض الطلب الى الرفض حتى لو كان صغيرا من وجهة نظرك
81. Part B: The Full Application Form 8. Declaration by the Applicant إقرار مقدم الطلب Has the sources of financing and professional competence and qualifications. Comply with the obligations foreseen in the partnership statement. Directly responsible for the preparation, management and implementation of the action. Accepts the contractual conditions as laid down in the Standard Contract.
82. Part B: The Full Application Form اقرار مقدم الطلب الاقرار بان مقدم الطلب: لديه القدرة المالية والمهنية ومعايير الاهلية المذكورة في التعليمات. موافق على التزاماته في المشروع. مسؤول عن التحضير والادارة والتنفيذ للمشروع . لا تنطبق عليه اوضاع المستثنيين الوارد ذكرهم في الدليل العملي الفقرة 2.3.3 تنطبق معايير الاهلية.
83. تقييم طلب المنحة الكامل استدامة المشروع مدة المشروع وخطة العمل منهجية المشروع وصف المشروع وفعاليته كلفة المشروع ومقدار ونسبة الدعم المطلوب معلومات عامة بحد اقصى 3 صفحات بيان الاستدامة المالية للمشروع بعد انتهاء مدة المنحة. بيان الاستدامة المؤسسية بعد انتهاء المنحة بيان الاستدامة على مستوى السياسات. بيان الاستدامة البيئية تحليل المخاطر والحلول وخطة الطواريء بيان الافتراضات بيان الاثر الاجتماعي والاقتصادي والاجتماعي والسياسي المدة الزمنية للمشروع الجدول الزمني لانشطة المشروع مسؤوليات كل شخص في كل نشاط يجب ان تتوافق الانشطة في الجدول مع ما ورد في وصف المشروع مراعاة المدة الزمنية القصوى بيان فترات التحضير والتنفيذ بحد اقصى 4 صفحات فريق المشروع وخبراتهم ودورهم في المشروع ومسؤولياتهم الادوات والمعدات التي سيتم استخدامها بيان فيما اذا كان المشروع امتداد لمشروع آخر او نتيجية دراسة سابقة بيان طريقة المراقبة والتقييم الاثر على ذوي العلاقة ودورهم فيه بحد اقصى 14 صفحة خلفية المشروع خلفية مقدم الطلب الاهداف الاجمالية الاهداف المحددة الانشطة النتائج المؤازرون الشراكات الاستعانة بخبرات خارجية مدى ترابط الانشطة وجدواها هل النتائج المتوقعه تبرر الاستثمار عبارة عن جدول عبارة عن جدول
84. Application Form Vs. Evaluation Grids Full Application Form 3. THE ACTION 3.1 Cost of the action 3.2.1 Description of the Action and its Effectiveness 2.2.2 Methodology 2.2.3 Duration and indicative action plan 2.2.4 Sustainability 2.2.5 Logical Frame work 3.3 Budget for the Action 3.4 Expected Sources of Funding 3.4 Applicant experience of similar actions 4. The Applicant الحد الادنى 12 علامة
85. Application Form Vs. Evaluation Grids Full Application Form
86. Application Form Vs. Evaluation Grids Full Application Form 3. THE ACTION 3.1 Cost of the action 3.2.1 Description of the Action and its Effectiveness 3.2.2 Methodology 3.2.3 Duration and indicative action plan 3.2.4 Sustainability 3.2.5 Logical Frame work 3.3 Budget for the Action 3.4 Expected Sources of Funding 3.5 Applicant experience of similar actions 4. The Applicant
87. Application Form Vs. Evaluation Grids Full Application Form 3. THE ACTION 3.1 Cost of the action 3.2.1 Description of the Action and its Effectiveness 3.2.2 Methodology 3.2.3 Duration and indicative action plan 3.2.4 Sustainability 3.2.5 Logical Frame work 3.3 Budget for the Action 3.4Expected Sources of Funding 3.5 Applicant experience of similar actions 4. The Applicant
88. Application Form Vs. Evaluation Grids Full Application Form 3. THE ACTION 3.1 Cost of the action 3.2.1 Description of the Action and its Effectiveness 3.2.2 Methodology 3.2.3 Duration and indicative action plan 3.2.4 Sustainability 3.2.5 Logical Frame work 3.3 Budget for the Action 3.4 Expected Sources of Funding 3.5 Applicant experience of similar actions 4. The Applicant
89. جدول التقييم Assessment Grid هذا النموذج موجود في تعليمات المنحة Grant Guidelines
90. جدول التقييم Assessment Grid الطلبات التي تحصل على علامة 70% فما فوق سيتم اختيارها (اختيارا مبدئيا)
91. VIII. Assessment Grid STEP 1 a) : Opening & Administrative check Evaluation The submission dead line has respected The application form satisfies all the criteria specified in points 1-11 checklist STEP 1 a): Opening & Administrative check Passed? STEP 1 b): Concept Note Evaluation “ for applicants that have passed the administrative check no Rejected Evaluation grid: 50 points Minimum required to be qualified to benefit from the grant: 30 points out of 50 “ pre- selection “ الاختيار الأولي yes STEP 1 b): Evaluation of Concept Note STEP 2: Full Application Evaluation for the pre-selected applications Evaluation grid: 100 points. Note : Financial and operational capacity : if the score is less than 12 points , the application will be rejected . Minimum required to be qualified to benefit from the grant : 70 point out of 100 Relevance of the action scores will be transferred from the concept note evaluation . Provisional selectionالاختيار المبدئي Passed? no Rejected yes STEP 2: Evaluation of Full Application
92. VIII. Assessment Grid ProvisionallySelected STEP 3: Verification of Eligibility of the Applicant The eligibility verification will only be performed for the applications that have been provisionally selected according to their score and within the available financial envelop. The Declaration by the applicant should be cross-checked with the supporting documents provided by the applicant The Eligibility of the applicant, action and cost will be verified . Personal Interview between the applicant and the evaluation committee (it will mandatory for scheme 2 and depends on the Evaluation Committee Decision for schemes 1,3, and 4) if they find the interview necessary Passed? no Rejected yes STEP 3: Verification of Eligibility of the Applicant no Passed? Rejected yes STEP 4: Notification of the contracting authority decision Decision
93. Relevant Actions Feasible High Impact Effective Implementation Integrated Plans Not a Shopping or a Wish list Not an Excuse to Buy Supply