OSI Project Funding Guidelines and Budgeting Rules
Learn about the financial aspects and implementation rules for funding OSI projects, including budgeting options, VAT eligibility, partnership requirements, and time-wise eligibility of expenditures. Discover key details on call-specific rules, grant schemes, and budgeting at the partner level.
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2ndCall for Proposals OSI Infoday Main Implementation rules Financial aspects OSI Infodays| Zadar/ Udine www.italy-croatia.eu
FROM ACTIVITIES TO BUDGET ACTIVITIES OBJECTIVES NEEDS BUDGET Activity-based budgeting focuses on the costs of activities required to implement the project and achieve objectives; Costs must be supported with planned activities regardless of budgeting option (real costs vs. simplified cost option(s)).
VAT eligibility OSI BUDGET Partnerhip (n.partners) Expected project financial size (ERDF) Expected project financial size (TOT) Min ERDF budget per partner (requirement) Specific Objective (SO) Expected projects (n.) max min (requirement) (recommended) 1.1 1.2 2.1 2.2 3.1 4.1 TOTAL 1 1 1 1 1 1 6 2 2 6 6 6 6 4 8 2.500.000,00 5.000.000,00 6.000.000,00 5.500.000,00 6.000.000,00 5.500.000,00 30.500.000,00 38.125.000,00 3.125.000,00 6.250.000,00 7.500.000,00 6.875.000,00 7.500.000,00 6.875.000,00 300.000,00 300.000,00 300.000,00 300.000,00 300.000,00 300.000,00 12 12 12 12 /!\ POINT(s) OF ATTENTION: Assimilated PPs: Budget developed with same principles and constraints of LPs/PPs; Associated PPs: NO Budget; Their travel & acc. costs shall be budgeted under External expertise cost category of the related LP/PP budget.
CALL SPECIFIC RULES (Priority 1) Available are GRANT SCHEMES (1.1) VOUCHER SCHEMES (1.2) ; Minimum of 75% of OSI project budget shall be devoted to the SMEs support; Management costs can be maximum 25% of OSI project budget; Management costs may include different cost categories: Staff costs; Office and administrative costs accommodation costs (15% flat rate); External expertise and services costs; PRIORITY 1 OSI projects may not select OPTION 1 for financing (40% flat on Staff costs to cover all other costs). (15% flat rate); Travel and See Annex 2 to the Call announcement
TIME-WISE ELIGIBILITY OF EXPENDITURES PROJECT Preparation Implementation Closure Starting and ending date of the project as defined in the Subsidy Contract (or latest AF) Closure Lump sum Amount ( )* Notes Lump sum for Preparation costs Amount ( )* Notes 17.500,00 PER PROJECT 3.000,00 PER PARTNER OSI OSI */!\ POINT OF ATTENTION: Amount includes ERDF + co-financing/FdR
Budgeting options at Partner budget level Cost categories Option n.1* Option n.2 Option n.3 Staff costs REAL costs (Part time with fixed percentage method or Full-time) 40% Flat on Staff costs 20% Flat on other direct costs REAL costs (Part time with fixed percentage method or Full-time) Office and administrative costs Travel and accommodation costs External expertise and services costs Equipment costs 15% Flat on Staff costs 15% Flat on Staff costs 15% Flat on Staff costs 15% Flat on Staff costs REAL costs REAL costs REAL costs REAL costs Infrastructure and works costs REAL costs REAL costs /!\ POINT OF ATTENTION: *Option 1 is NOT available for OSIs under Priority 1
Budgeting options (total project budget) example for OSI 2.2. Cost categories Option n.1 Option n.2 Option n.3 Staff costs 4.500.000,00 1.040.000,00 (20% Flat on direct costs) 1.100.000,00 Office and administrative costs Travel and accommodation costs 1.800.000,00 (40% Flat rate on Staff) 156.000,00 (15% Flat on Staff) 156.000,00 (15% Flat on Staff) 165.000,00 (15% Flat on Staff) 165.000,00 (15% Flat on Staff) External expertise and services costs Equipment costs 1.200.000,00 1.170.000,00 1.000.000,00 1.000.000,00 Infrastructure and works costs 3.000.000,00 3.000.000,00 INDICATIVE TOTAL BUDGET (100%) 6.300.000,00 6.552.000,00 6.600.000,00
Staff costs STAFF COSTS = Salary payments + any other costs directly linked to salary payments incurred and paid by the employer, such as employment taxes and social security including pensions. Full time in the project (100%) REAL Part time with fixed % of time worked per month Flat of direct costs other than direct staff costs: External expertise + Equipment + Infrastructure and works No need to document that the expenditure has been incurred and paid out FLAT 20% /!\ POINT OF ATTENTION: Each beneficiary must choose one of the above reimbursement options (REAL or FLAT) in the project preparation phase. It is not possible to change the chosen option during project implementation.
Exhaustive lists Office & administrative costs (a) office rent; (b) insurance and taxes related to the buildings where the staff is located and to the equipment of the office (such as fire or theft insurance); (c) utilities (such as electricity, heating, water); (d) office supplies; Flat eligible staff costs Flat eligible staff costs rate on FLAT 15% direct rate on Part of FLAT 40% direct Travel and accommodation costs (a) travel costs (such as tickets, travel and car insurance, fuel, car mileage, toll, and parking fees); (b) the cost of meals; (c) accommodation costs; (d) visa costs; and (e) daily allowances (per diems). Flat eligible staff costs Flat eligible staff costs rate on FLAT 15% direct rate on Part of FLAT 40% direct
External expertise and services costs (a) studies or surveys (such as evaluations, strategies, concept notes, design plans, handbooks); (b) training; (c) translations; (g) services related to the organisation and implementation of events or meetings (including rent, catering or interpretation); (h) participation in events (such as registration fees); (n) other specific expertise and services needed for operations. External expertise and services must be clearly and strictly linked to the project and be essential for its effective implementation To be foreseen in the AF REAL Part of FLAT 40% Flat of direct staff costs
Equipment costs (a) office equipment; (b) IT hardware and software; (c) furniture and fittings; (d) laboratory equipment; (e) machines and instruments, (f) tools or devices; (g) vehicles; and (h) other specific equipment needed for the project. Equipment must be clearly linked to the project and be essential for its effective implementation To be foreseen in the AF Depreciation & Degree of use in the project When essential for a key project output, usually associated with Investment in Jems Full cost REAL Part of FLAT 40% Flat of direct staff costs
Costs for infrastructure and works (a) purchase of land; (b) building permits; (c) building material; (d) labour; and (e) specialised interventions (such as soil remediation, mine-clearing). Costs for infrastructure and works must be clearly linked to the project and be essential for its effective implementation To be foreseen in the AF REAL Part of FLAT 40% Flat of direct staff costs
Veneto Region Area for Human Capital, Culture and Programming of EU Funds Directorate for Joint Programming Italy-Croatia Managing Authority Dorsoduro, 3494/A - 30123 Venezia Italy italia.croazia@regione.veneto.it italia.croazia@pec.regione.veneto.it +39 041 2791781 www.italy-croatia.eu www.italy-croatia.eu
