l Catherine Holt, LIFE NCP, Beta Technology How to Write a LIFE Application Copyright Beta Technology 2012 l Contents • • • • • Where to Start The Proposal Key Information eProposal Help and Support Copyright Beta Technology 2012 l Where to Start? Copyright Beta Technology 2012 l Essential Reading Read the guidance documents at least TWICE • Multiannual Work Programme • Guidelines for Applicants • General Conditions • Evaluation Guidelines Copyright Beta Technology 2012 l EU legislation Actions ENVIRONMENTAL PROBLEM CAUSES Objectives Objectives Objectives Actions Actions Actions Project Results Actions Actions Impact Copyright Beta Technology 2012 l What Makes a Good Proposal • Set the scene. Explain the extent to which the identified problem is of EU importance • Ensure there is a logical link between the threats/problems and the objectives, actions and expected results • Link any background/pre-LIFE preparatory work to the proposal Copyright Beta Technology 2012 l What Makes a Good Proposal • A monitoring method to assess impact of actions is included • Deliverables clearly linked to expected results and address targeted problem • Proposal has been discussed with relevant stakeholders Copyright Beta Technology 2012 l What Makes a Good Proposal Copyright Beta Technology 2012 l Where to Start? Writing a clear, well constructed, logical application you need to show exactly: • What the problem is you are looking to solve • Why it is needed • How you will do it • Who will do it • How much it will cost • How you will prove it worked (and don’t forget, all this wrapped up in the European context) Copyright Beta Technology 2012 l Use Project Tools Logical Framework Problem Diagram Copyright Beta Technology 2012 l Following a Logical Framework Approach • Sets out the project in a logical structured way from overall aim all the way down to each individual action showing how it all links together • Can reveal inconsistencies or oversights • Helps identify risks and aids planning for contingencies • Provides the structure from which writing the detail of the bid becomes far simpler- including budget, timetable and monitoring plans • Makes it easier for progress to be assessed and reported Copyright Beta Technology 2012 l How Long Will it Take? Resources required/roles • Technical lead/PM (developer): 8 weeks FTE (min) • Funding technical lead/co-ordinator: 4-8 weeks • Consultant bid writer: 4-8 weeks (optional; advisable for big projects) • Legal support: 1-2 weeks • Finance support: 3 weeks • Post submission, pre start: 6 weeks Slide by Ed Clegg, Environment Agency at the Proposal Writing Workshop Copyright Beta Technology 2012 l The Proposal Copyright Beta Technology 2012 l Proposal Structure Technical application forms • A – administrative information • B – technical summary and overall context of the project • C – detailed technical description of the proposed actions Financial application forms • Budget breakdown for the project • Costs broken down into cost categories Copyright Beta Technology 2012 l A Forms • All forms are mandatory • Used to provide basic information about the project and details of each participant • All boxes must be complete – there should be no blanks (write not applicable/none/no relevant information/etc.) • Follow the guidelines, e.g. character limits • The contact information provided here is the only one that the EC will use throughout the life of the proposal – ignorance is not accepted as an excuse! Copyright Beta Technology 2012 l A Forms – Common Mistakes A2/5 – Beneficiary Information • Make sure email is (and will remain!) valid – will need to check on a daily basis throughout the duration of the evaluation procedure (A2). • Coordinating Beneficiary: Describe your organisation to allow the Commission to evaluate whether you have the necessary experience and expertise for successfully implementing the project (A2). • Legal status: public / private (A2, A5). A NGO is NOT a public authority. Copyright Beta Technology 2012 l A Forms – Common Mistakes A6 – Co-financier • Allowed wording includes ‘The co-financing is binding provided the project will be awarded in the programme’ • ‘To be confirmed’ is not sufficient detail A7 – Other EU Funding • Do not underestimate the importance of the A7 form • Mention any similar projects supported, even in other EU programmes Copyright Beta Technology 2012 l A8 Form – Declarations of Support • Need one for each country participating in the project - UK = 4 A8s! • Email B1 and B2 to Competent Authority • Deadline 5th September • Discuss with the relevant Agency NOW Copyright Beta Technology 2012 l B Forms • Provides a technical outline of the project • Information provided should be structured, concise and clear • Use the character limits as a guide to the amount of information you need to provide - BUT - they are not compulsory targets to be reached • Don’t leave any blank fields, write not applicable, etc, rather than nothing Copyright Beta Technology 2012 l Summary Description • • • • • Six sections describing the project What must be done? When? Is it realistic? Constraints and risks Copyright Beta Technology 2012 l Environmental Problem/Species/Habitat Targeted • Describe clearly the pre-operational context (problems and threats, status of preparatory activities, permits, etc.). • If previous similar LIFE projects exist, a description of how the proposed project has taken the findings of the previous projects into account • Describe in detail and quantify the problem being addressed • Explain what the logical link is between the actions and expected results • Make sure expected results are quantified Copyright Beta Technology 2012 l EU Added Value • Something over and above the ‘value’ which would have been produced in the absence of public expenditure or by MS acting individually • Emphasise replication/transferability to other EU locations • Justify the added value of any transnational approach and/or multinational partnership, if applicable • For each EU added value point describe how it will be delivered which activities and deliverables will deliver the EU added value? • Link to stakeholders/networks/skill bases that will contribute to the delivery of EU added value. Copyright Beta Technology 2012 l Examples of EU Added Value • • • • • • • • • Relevance of results to Member States facing similar problems The project results will lead to better regulation in XX area Results will reduce regulatory burdens through streamlining processes Project will demonstrate to other EU Member States a viable approach to reducing/removing an environment related problem Improve access to and exchange of data between EU MS Reduce cost and risk for public bodies Information and knowledge sharing within project partnership and wider EU stakeholders EU statutory obligations, requirements and targets will be contributed to by the project – detail all Directives, themes, annexes Contribution to the EU knowledge base, competitiveness and sustainable economic growth Copyright Beta Technology 2012 l Character • Describe how your project fits the character of the Traditional Project you have chosen, i.e. Pilot, Demonstration, Best Practice (pilot, pre-industrial, full, etc.) – E.g. how will you demonstrate replicability and transferability of core actions – include actions in the proposal • Describe activities to monitor/measure and/or evaluate the project. Copyright Beta Technology 2012 l Socio Economic Effects & Carbon Footprint • Socio-economic effects of the project - indicate the potential impact of the project on the local economy and population – Tourism – link to communication released by EC (Europe, the world’s No 1 tourist destination - a new political framework four tourism in Europe) • Explain how you intend to ensure that the carbon footprint of your project remains as low as is reasonably possible (e.g., reduction of travel, use of recycled paper, etc. Base it on how the beneficiaries will keep it low, not the project. Copyright Beta Technology 2012 http://ec.europa.eu/environment/gpp/toolkit_en.htm l Copyright Beta Technology 2012 l Stakeholders And Target Audience • Identify clearly and describe (quantitatively and qualitatively) who your audience and stakeholders are and why they are interested in the project • Distinguish what their different roles and functions are • Explain how you intend to involve them in the project – your methods for the dissemination of knowledge Copyright Beta Technology 2012 l Expected Constraints and Risks • Identify external events with potential negative impact on the successful implementation of the project (including the socio-economic environment). • Be specific - general or vague will mark you down • Includes threats from a local – global scale and risk of overall project failing • Include licences, permits, EIA, etc., and any support from the competent bodies responsible for such authorisations. • Explain the measures planned to prevent or minimise the potential risks (e.g., contingency plan). Copyright Beta Technology 2012 l Continuation and Valorisation of results • Describe how the project will be continued after LIFE funding • How will you ensure the sustainability of the project results after the project’s lifetime? • Describe dissemination activities planned for after the end of the project. Copyright Beta Technology 2012 l C Forms • Provides detailed description of your proposal - average 10-12 • Make sure the project has sufficient range and extent of actions to achieve the objectives and results • Detail all of the activities you are going to be carrying out • Don’t be afraid of using bullets, headings, etc. to structure your responses Copyright Beta Technology 2012 l Preparatory Actions • Not obligatory, but most projects include preparatory actions • Preparatory actions must lead to direct implementation during the project • In general, they should be of a limited duration (significantly shorter than the duration of the project) • Be careful about the balance between preparatory actions and information/groundwork/baseline data needed for the proposal (B section) Copyright Beta Technology 2012 l Main Project Actions • Aimed at solving the environmental problem • The Guidelines for Applicants suggests the kinds of actions appropriate for your LIFE component • LIFE Nature and Biodiversity: minimum 25% of budget for concrete conservation/demonstration actions • Recurring actions are ineligible Copyright Beta Technology 2012 l Public Awareness & Dissemination of Results Obligatory for all projects: • Layman’s Report, website, notice boards • Networking with other LIFE projects (mistake in ER&I G4A) • Demonstration/pilot projects should have significant set of actions to disseminate results • Describe any difficulties may face and how to address them • Communication is not an after-thought – start from day 1 Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Project Management & Monitoring of Project Progress • Activities for the administrative, technical and financial management of the project • Describe role and relationship between the beneficiaries • Monitor project progress (including social aspects) • Impact of project actions - include a scheme to effectively and efficiently measure project impact (to do this you will have already needed to set the baseline) • Foresee sufficient management, administrative and financial staff • Provide management chart and describe operational hierarchy • Describe any difficulties may face and how to address them Copyright Beta Technology 2012 l Deliverables, Milestones and Reports • Deliverable products: tangible products that can be physically produced • Project milestones: key moments during project implementation • Activity reports: minimum 18 months apart. – Mid-term report(s) – Progress reports – Final report Copyright Beta Technology 2012 l F Forms • Budget from the bottom up – a lot of detail required! • Clarify and justify roles • Explain and justify all costs in the action description – Daily personnel rates, esp. management costs compared to technical – External assistance – Travel - number of trips, people travelling, duration, distance – Durable goods/Consumables - what is it and why is it needed Copyright Beta Technology 2012 l F Forms • Demonstrate link between items on F forms and the project actions • Does budget represent value for money in terms of environmental benefits? • Think carefully about the Euro exchange rate you use – what will it be in July 2018? Copyright Beta Technology 2012 l Reasons for Failure • Problem is only generally described and not quantified • Actions do not relate to any of the priority areas • Actions poorly conceived and not well described with insufficient detail • Proposals are neither pilot/demonstration/best practise so do not fall within the scope of LIFE • Weak logical framework of the proposal and lack of coherence - no logical link between problem, objectives, actions and results • Environmental impact not quantified Copyright Beta Technology 2012 l Reasons for Failure • Impact of the project not seen during lifetime of project • Project key messages are not well defined or described • Results not well identified or quantified – difficult to assess permanence; contribution to solving the problem/policy • Poor dissemination strategy • Delays in project implementation not considered - inadequate planning with buffer times for permits and authorisations • No management structure • Costs are not well described and justified Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Key Information Copyright Beta Technology 2012 l http://ec.europa.eu/environment/life Copyright Beta Technology 2012 l Call Documentation • Multi Annual Work Programme • Application package will include: • Guidelines for Applicants • Evaluation Guidelines • Model Grant including the General Conditions • Orientation Paper: • LIFE vs. Horizon 2020 • Traditional Projects vs. Integrated Projects • Sub Programmes: Environment vs. Climate Action Copyright Beta Technology 2012 l eProposal Copyright BetaBeta Technology 2012 Copyright Technology 2012 l eProposal • Full online process – Preparation and submission – Communication – Revision – Amendment • Proposal is a structured set of forms • Can allow third parties to see applications in development • For traditional projects only https://webgate.ec.europa.eu/eproposalWeb/ Copyright Beta Technology 2012 l https://webgate.ec.europa.eu/eproposalWeb/ Copyright Beta Technology 2012 l Sign Up Thank you for registering, you will receive an e-mail allowing you to complete the registration process. Copyright Beta Technology 2012 l Passwords • It can take up to 30 minutes for the email to arrive • You then have 90 minutes to activate your username with a password • Minimum 10 characters long and contain at least 3 of the 4 types: – – – – Capitals: A-Z Lower case: a-z Number: 0-9 Character: !”#$%&’*~{}[]^_=+:;@,.? • Example: iL0ve_L!FE Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Click on Create New Proposal Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Help and Support Copyright Beta Technology 2012 l www.BetaEurope.co.uk • Example proposals from Environment Agency and Natural Resources Wales • Financial spreadsheet from Environment Agency Copyright Beta Technology 2012 l Copyright Beta Technology 2012 l Key Things to Remember • Read the call documents • Be sure LIFE is the appropriate funding programme for you – it is not a structural fund, do not see it as an operational business financing tool • Be aware of all the exceptions and rules that may apply to you • Ensure financial coherence; watch for cost effectiveness and value for money Copyright Beta Technology 2012 l Key Things to Remember • Do not include actions not related to the objective of your proposal • If your project doesn't fit a priority project topic, you will receive fewer evaluation points! • The selection procedure of LIFE is very tough, thorough and detailed Copyright Beta Technology 2012 l And Finally… Make sure you don’t leave the evaluator … Copyright Beta Technology 2012 l Free NCP Service Proposal pre-screening deadline – 5th September Email proposals to: [email protected] Priority given to organisations that submitted a concept note www.BetaEurope.co.uk Copyright Beta Technology 2012
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