INFORME DEL SEMINARIO REGIONAL
INFORME DEL SEMINARIO REGIONAL
INFORME DEL SEMINARIO REGIONAL
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FINAL REPORT OF THE <strong>REGIONAL</strong> SEMINAR<br />
LESSONS LEARNT FROM CO-FINANCED<br />
ACTIONS WITH NGOs<br />
Lima - Peru, 29 th – 30 th March 2004<br />
ANNEXES
INDEX<br />
Annex 1: Programme................................................................................................3<br />
Annex 2: Participants List........................................................................................9<br />
Annex 3: Background documents ........................................................................27<br />
A. Special Conditions for a Grant Contract ...................................................... 28<br />
B. Annex II: General Conditions applicable to European<br />
Community-financed grant contracts for external actions ......................... 33<br />
C. Presentation of the Budget Line B7-6000.<br />
Paulo Campilho, Coordinator for Latin America, EuropeAid/F2................. 34<br />
D. Presentation of the Contract Cycle.<br />
Katia Dimitrieff & Marlene Trutzenberger, EuropeAid/F2<br />
(available in Spanish only)............................................................................. 47<br />
E. Presentation regarding the impact and sustainability of actions.<br />
DESCO (Peru) (available in Spanish only).................................................... 57<br />
Annex 4: Questionnaire previous to the Seminar and Synthesis<br />
of the answers received ..........................................................................................66<br />
Annex 5: Results of the Seminar Evaluation........................................................80<br />
2
Annex 1:<br />
Programme<br />
3
PROGRAMME OF THE CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOs”<br />
CONTEXT AND OBJECTIVES:<br />
LIMA, PERU, 29 & 30 th MARCH 2004<br />
The seminar, organised by the European Commission, EuropAid/F/2, in the context of the<br />
management of the programme ‘Co-financing with the NGO of operations in developing<br />
countries’ (Budget line 21 02 03, ex B7-6000), aims at offering an opportunity to exchange<br />
experiences and to have a common thinking process on the management and the impact of<br />
the programme in the region, with the objective to identify recommendations in order to<br />
improve the future interventions. This seminar will be dealing with both strategic issues and<br />
more practical aspects of administrative, contractual and financial nature mainly related to the<br />
application of the devolution process for the management of the budget line.<br />
With respect to the strategic issues, the reflection will focus on themes like the added value of<br />
the budget line, how to sharpen the definition of its strategic priorities and increase its impact,<br />
how to improve the quality of the partnership between European NGOs and their local<br />
partners.<br />
In order to better know the experiences of the NGOs so as to identify recommendations which<br />
will help improving the future interventions of the budget line, three objectives are proposed<br />
for this seminar:<br />
• To analyse, study and clarify the aspects related to the administrative, financial and<br />
logistical management in the context of the changes occurring in the budget line 21 02 03<br />
(ex B7-6000), more specifically those related to the implementation of the devolution<br />
process.<br />
• To receive a feed-back from the NGOs and their local partners on the practices used for<br />
the implementation of the Budget line in order to identify suggestions and proposals, more<br />
specifically regarding the co-financing instruments used, the consolidation of the<br />
partnership between the European NGOs and their local partners, the project<br />
implementation, the achieved results and the difficulties encountered.<br />
• To exchange experiences and contributions regarding strategic issues, innovative<br />
aspects, the value added as well as the monitoring and the evaluation in order to identify<br />
new approaches and tools so as to optimise the impact of the programme in the region.<br />
PARTICIPANTS :<br />
The seminar will gather about 120 representatives of:<br />
- The European Commission, coming from Brussels and from the Delegations in South<br />
America;<br />
- CONCORD, European Confederation of Development NGOs,<br />
- Platforms of South American NGOs,<br />
- Representatives of European NGOs implementing projects in South American<br />
countries co-financed with the budget line B7-6000<br />
- Peruvian NGOs<br />
METHODOLOGY :<br />
During the seminar, plenary sessions and workshops will take place alternatively.<br />
In order to facilitate an active participation, working groups will be created and will be<br />
functioning in parallel throughout the . Prior to each group session, the participants will be<br />
given clear indications about the functioning modalities and how to gather and share the<br />
results of the groups.<br />
Spanish and English are the two languages used for the seminar.<br />
4
PROGRAMME<br />
MONDAY 29 th MARCH<br />
8.30 – 9.00 Welcoming and enrolment to the workshops<br />
9.00 – 10.30 OPENING AND INTRODUCTION<br />
9.00 Welcoming address by the Head of the EC Delegation<br />
in Peru, Mr. Goldstein<br />
Welcoming address by the local authorities (to be<br />
confirmed)<br />
9.15 Opening address by Mr. Bouratsis, Head of Unit<br />
EuropeAid/F2<br />
9.30 The devolution process in the context of the thematic<br />
budget lines<br />
10.00 Questions and answers regarding the process of<br />
devolution<br />
Mr. Goldstein<br />
Mr. Bouratsis, Head of<br />
Unit EuropeAid/F2<br />
Mr. Puyol Piñuela, Head<br />
of Unit EuropeAid/F4<br />
10.30 – 10.45 Coffee Break Separation of the<br />
participants between the<br />
2 conferences<br />
10.45 – 12.30 PRESENTATION OF BUDGET LINE B7-6000<br />
PRESENTATION OF THE CONTRACT CYCLE<br />
10.45 Objectives and methodology for the seminar Moderator<br />
11.00 Presentation of budget line B7-6000<br />
[history, evolution, recent developments, on-going<br />
dialogue]<br />
11.30 Plenary discussions<br />
Questions – Answers<br />
Paulo Campilho,<br />
coordinator for Latin<br />
America, EuropeAid/F2<br />
Unit F2<br />
Moderator<br />
11.45 Presentation of the contract cycle Katia Dimitrieff, Marlene<br />
Trutzeneberger,<br />
EuropeAid/F2<br />
12.15 Plenary discussions<br />
Questions – Answers<br />
12.30 – 14.00 Lunch<br />
Unit F2<br />
Moderator<br />
5
14.00 – 16.15 LEARNING THE LESSONS<br />
MANAGEMENT ISSUES: ADMINISTRATION,<br />
FINANCE, LOGISTICS<br />
14.00 INTRODUCTION TO WORKSHOPS<br />
Presentation of areas to be discussed<br />
Administrative<br />
[recruitment, staff contracts, terms of reference,<br />
mandate, salary, etc;]<br />
Financial<br />
[contracts, payments, purchasing, tendering, subcontracting,<br />
rules of origin, etc.]<br />
Logistical<br />
[trips, cost reimbursement, transport, incentives,<br />
displacement payments, per diems, etc;]<br />
14.15 Individual group discussion focusing on participants’<br />
experience of the management issues in question:<br />
For each area:<br />
What have you learnt? What needs clarification?<br />
What is good / What is bad?<br />
What do you recommend?<br />
[The participants will be divided in working groups and<br />
use a participatory methodology. The instructions will<br />
be given before the beginning of the session.]<br />
16.15 – 16.30 Coffee Break<br />
16.30 – 17.30 LEARNING THE LESSONS<br />
MANAGEMENT ISSUES: ADMINISTRATION,<br />
FINANCE, LOGISTICS<br />
16.30 Presentation of discussion findings by each group to<br />
plenary; Feedback, comments, etc.<br />
[Methodology: Facilitation by moderator]<br />
17.20 Recap of afternoon session; Points of clarification;<br />
Questions and Answers<br />
17.30 End of Day<br />
Moderator<br />
Working groups<br />
Reporters<br />
Moderator<br />
Moderator<br />
6
TUESDAY 30 th MARCH<br />
9.00 – 11.00 LESSONS LEARNT FROM NGOs’ EXPERIENCE<br />
PROJECT IMPLEMENTATION MODALITIES :<br />
ACHIEVEMENTS AND CHALLENGES<br />
9.00 Presentation of the objectives of the day Moderator<br />
9.05 Presentation of areas to be discussed:<br />
Monitoring and Evaluation<br />
[objectives, data gathering, task allocation, data<br />
processing, definition of required action, need for<br />
authorisation, etc;]<br />
Implementation methodology<br />
[partnerships, capacity building, mentoring,<br />
information, financial instruments]<br />
Technical issues relating to project content<br />
[e.g. sector specific problems relating for example to<br />
working with different levels and types of authority<br />
[local, regional, national, international, etc.]<br />
9.20 Clarification questions – Introduction to workshops NGO<br />
9.30 Individual group discussion focusing on participants’<br />
experience of the implementing modalities mentioned:<br />
For each area:<br />
What have you learnt? What needs clarification?<br />
What is good / What is bad?<br />
What do you recommend?<br />
11.00 – 11.15 Coffee Break<br />
11.15 – 12.30 LESSONS LEARNT FROM NGOs’ EXPERIENCE<br />
PROJECT IMPLEMENTATION MODALITIES :<br />
ACHIEVEMENTS AND CHALLENGES<br />
11.15 Presentation of the groups findings in plenary session<br />
Presentation by a NGO<br />
Moderator<br />
Working groups<br />
Reporters<br />
Moderator<br />
12.00 Plenary discussions - Questions and Answers Unit F2<br />
12.30 – 14.00 Lunch<br />
Moderator<br />
7
14.00 – 16.00 LESSONS LEARNT FROM NGOs’ EXPERIENCE<br />
STRATEGIC ISSUES : INNOVATION, VALUE<br />
ADDED, IMPACT<br />
14.00 Introduction to the issues to be discussed :<br />
- innovation<br />
- value added<br />
- sustainability of actions<br />
- transfer of good practices<br />
- impact<br />
14.15 Clarification questions – Introduction to workshops NGO<br />
14.25 Individual group discussion focusing on participants’<br />
experience of the points introduced at 12h00:<br />
For each area:<br />
What have you learnt?<br />
What is good / What is bad?<br />
What do you recommend?<br />
16.00 – 16.15 Coffee Break<br />
16.15 – 17.45 CONCLUSIONS AND RECOMMANDATIONS:<br />
LESSONS LEARNT AND OPTIONS FOR THE<br />
FUTURE<br />
Presentation by a NGO<br />
Moderator<br />
Working groups<br />
16.15 Presentation of the groups findings in plenary session Reporters<br />
Plenary session<br />
Moderator<br />
17.00 Plenary discussions - Questions and Answers Unit F2<br />
17.15 Presentation of the identified lessons to be learnt<br />
during the seminar. Orientations for the future.<br />
Conclusions and Recommendations.<br />
17.30 Closing Address by the EC Head of Delegation in Peru,<br />
Mr. Goldstein<br />
17.45 End of seminar: Drink<br />
Moderator<br />
M. Bouratsis<br />
Unit F2<br />
Moderator<br />
Mr. Goldstein<br />
8
Annex 2:<br />
Participants List<br />
9
BEINGOELA Máximo<br />
Partner: CARE DEUTSCHLAND E.V.<br />
VARELA –MARTI Reyes<br />
Partner: ACCION CONTRA EL HAMBRE<br />
MOSQUERA LA ROSA María Teresa<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
PARTICIPANTS LIST<br />
ACCION ANDINA<br />
Ayacucho - PERU<br />
T: +55-66-812 207<br />
ACCION CONTRA EL HAMBRE<br />
Head of mission Argentina<br />
Calle Azcuénaga, 1077, 2 B<br />
CP 1115 Buenos Aires - ARGENTINA<br />
Tel: +54 11 48 22 58 99 /4825 6882<br />
Email: rvarella@ach-argentina.org.ar<br />
ACCION POR LOS NIÑOS<br />
Executive Director<br />
Av. la Universidad 274 La Molina, Lima 12 - PERU<br />
T: +511 349 5010 / 349 1903<br />
F: +511 349 2484<br />
Email: marite.mosquera@accionporlosninos.org.pe<br />
postmaster@accionporlosninos.org.pe<br />
SUAREZ OLIVARES Lucía Margarita AGENCIA PERUANA DE COOPERACIÓN<br />
INTERNACIONAL - APCI<br />
Avenida José Pardo 261, Miraflores<br />
PERU<br />
T: +511 242 80 05<br />
F: +511 445 28 36<br />
WELLER Jeannette<br />
Partner: DEUTSCHE WELTHUNGERHILFE eV<br />
KRUSICH Carlo<br />
Partner: ALISEI<br />
BENAVENTE ERCILLA Miyaray<br />
lsuarez@apci.gob.pe<br />
AGRO ACCIÓN ALEMANA<br />
Regional Director<br />
Cl Jorge Vanderghen, 351 - Lima 18 , Miraflores,<br />
PERU<br />
T: +511 221 31 63<br />
F: +511 421 35 37<br />
Email: dwhhaaa@terra.com.pe<br />
ALISEI<br />
Project Manager<br />
Edificio Marconi, Calle Guachalla 820, Sopocachi -<br />
La Paz - BOLIVIA<br />
Tel: +591 2 241 8498<br />
Fax: +591 2 241 8498<br />
Email : bolivia.lapaz@alisei.org<br />
ALTERNATIVA - Centro de Investigación Social y<br />
Educación Popular<br />
Directora General a.i.<br />
Jr. Emeterio Pérez No. 348, Urb. Ingenería, San<br />
Martín de Porres, Lima 31 - PERU<br />
Tel: +511 481 5466 / 481 1585 / 481 5801<br />
Fax: +511 481 6826<br />
E-mail: miyaray@alter.org.pe<br />
10
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
BOLAÑOS María Emma, Administradora General<br />
FERRANDI Francesca<br />
STOCCO Federica<br />
FERNÁNDEZ Cynthia<br />
Partner: POJOAJU (Asociación de ONGs del<br />
Paraguay)<br />
ARNILLAS LAFERT Frederico<br />
ALTINI Daniela<br />
Partner: ASSOCIAZIONE VOLONTARI PER IL<br />
SERVIZIO INTERNAZIONALE<br />
ALTERNATIVA - Centro de Investigación Social y<br />
Educación Popular<br />
Administradora<br />
Jr. Emeterio Pérez No. 348, Urb. Ingenería, San<br />
Martín de Porres, Mila 31 - PERU<br />
Tel: +511 481 5466 / 481 1585<br />
Fax: +511 481 5466<br />
E-mail: malen@alter.org.pe<br />
AMICI DEI POPOLI<br />
Operador Social<br />
Escuela Obispo Colombres<br />
Av. Alen 3000-4000 San Miguel de Tucumán -<br />
Argentina<br />
T 0381 155021151 / 0381 15501 9267<br />
Email: adptucuman@yahoo.it<br />
AMICI DEI POPOLI<br />
Operador Social<br />
Escuela de Artes y Oficios “Obispo Colombres”<br />
Av. Alem 3000 S. Miguel de Tucumán-Argentina<br />
Tel: 0381 155 02 1151/ 0381 155 01 9267 /<br />
0381 429 7486<br />
T: 00549 381 5021151<br />
Email: adptucuman@yahoo.it<br />
ASOCIACIÓN DE ONG'S <strong>DEL</strong> PARAGUAY -<br />
POJOAJU<br />
Coordinadora del Proyecto de Fortalecimiento<br />
Institucional<br />
Oliva esq. Colón, Edificio Líder V, 6 Piso oficina<br />
62, Asunción - PARAGUAY<br />
T: 0595 21 496 858<br />
F: 0595 21 496 858<br />
Email: pojoaju@conexion.com.py<br />
ASOCIACIÓN NACIONAL DE CENTROS - ANC<br />
Prolongacion Arenales 279 - San Isidro - Lima 27 -<br />
PERU<br />
Tel: 0051 1 441 1063<br />
Fax: 00 51 1 4411227<br />
E-mail: anc+@amauta.rcp.pe<br />
AVSI<br />
Responsible de Proyecto "Educar Lombardia per<br />
Lima"<br />
Los Olivos, Esquina Constelaciones y Sol de Oro,<br />
Lima - PERU<br />
T: + 511 533 0616<br />
F: +511 533 3454<br />
e-mail : daniela.altini@asvi.org<br />
11
PISCONTE Jesús<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: Fundación Ayuda en Acción España<br />
GUTIERREZ FUENTE Juan Ignacio<br />
Partner: Fundación Ayuda en Acción España<br />
CRUZ SÁNCHEZ Silvia<br />
Partner: Fundación Ayuda en Acción España<br />
ARROYO SERRATO Hipólito<br />
Partner: Fundación Ayuda en Acción España<br />
LAÍNEZ CARDENAS Víctor Manuel<br />
Partner: DEUTSCHER CARITASVERBAND<br />
PARRA HERRERA José<br />
WURST DE LANDAZURI Carmen<br />
Partner: CENTRO DE ATENCION PISCOSOCIAL -<br />
COORDINADORA NACIONAL DE DERECHOS<br />
HUMANOS<br />
AYUDA EN ACCIÓN PERÚ<br />
Oficial de Proyectos/Area Obtención de Recursos<br />
Avda. 28 de Julio 1131-1133 - San Antonio -<br />
Miraflores - Lima 18 - PERÚ<br />
T: +511 447 242 7150<br />
F: +511 447 3745<br />
Email: jlmaguina@terra.com.pe<br />
AYUDA EN ACCIÓN PERÚ<br />
Director Nacional<br />
Avda. 28 de Julio 1131-1133 - San Antonio -<br />
Miraflores - Lima 18 - PERÚ<br />
T: +511 447 242 7150<br />
F: +511 447 3745<br />
Email: ayudaccion@terra.com.pe<br />
AYUDA EN ACCIÓN PERÚ<br />
Directora de Obtención de Recursos<br />
Avda. 28 de Julio 1131-1133 - San Antonio -<br />
Miraflores - Lima 18 - PERÚ<br />
T: +511 447 242 7150<br />
F: +511 447 3745<br />
Email: scruz@terra.com.pe<br />
AYUDA EN ACCIÓN PERÚ<br />
Director de Cooperación<br />
Avda. 28 de Julio 1131-1133 - San Antonio -<br />
Miraflores - Lima 18 - PERÚ<br />
T: +511 447 242 7150<br />
F: +511 447 3745<br />
Email: harroyo@terra.com.pe<br />
CARITAS <strong>DEL</strong> PERÚ<br />
Gerente de Planeación y Nuevos Proyectos<br />
Calle Omicrón 492 - Parque Industrial - Callao,<br />
Lima, Perú<br />
Tel: +511 4511552 118<br />
Fax: +511 464 2595<br />
Email: victor.lainez@caritas.org.pe<br />
CEDEP AYLLU<br />
Director de Campo<br />
Calle Vigil 246 PISAC – CUSCO Peru.<br />
Tel: +084 203 007<br />
Fax: +084 203 006<br />
email: postmast@ayllu.org.pe<br />
CENTRO DE ATENCION EPISCOPAL -<br />
Coordinadora nacional de derechos humanos<br />
Directora Ejecutiva<br />
Caracas 2380 Jesus Maria - Lima - PERU<br />
Tel: +511 462 1700 / 462 1600<br />
Fax: +511 261 0297<br />
cwurst@dhperu.org<br />
carmenwu@c-red.com<br />
12
ROJAS DE SCHULTE María Victoria<br />
Partner: APPUI AU DEVELOPPEMENT<br />
AUTONOME<br />
PAZ César<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: CENTRE INTERNATIONAL DE<br />
COOPERATION POUR LE DEVELOPPEMENT<br />
AGRICOLE<br />
GIUNTA Isabella<br />
Partner: CENTRO <strong>REGIONAL</strong>E D'INTERVENTO<br />
PER LA COOPERAZIONE<br />
BARRANTES BRAVO Christian<br />
Partner: CENTRO DE ESTUDIOS Y<br />
SOLIDARIDAD CON AMERICA LATINA<br />
RIGOBERTO TORRES Hilario<br />
Partner: CENTRO DE ESTUDIOS Y<br />
SOLIDARIDAD CON AMERICA LATINA<br />
CENTRO DE FOMENTO A INICIATIVAS<br />
ECONOMICAS - FIE<br />
Presidente Ejecutiva<br />
Calle Colombia n 578 (San Pedro) - La Paz -<br />
BOLOVIA<br />
Tel: +5912 248 8787 / 249 1688<br />
Fax: +5912 248 8817<br />
fie@caoba.entelnet.bo<br />
CENTRO INTERNACIONAL DE COOPERACIÓN<br />
PARA EL DESARROLLO AGRÍCOLA - CICDA<br />
Representante en Perú<br />
Horacio Urteaga 1818 Jesús María - Lima - PERÚ<br />
Tel : +511 461 0492<br />
Fax: +511 461 0492<br />
Email: c.paz@cicda.org<br />
CENTRO <strong>REGIONAL</strong>E D'INTERVENTO PER LA<br />
COOPERAZIONE - CRIC<br />
Representante legal del CRIC en Ecuador<br />
Calle Lérida E 14-63 y Lugo<br />
Barrio la Floresta<br />
Quito - ECUADOR<br />
T: +593 225 25 432<br />
F: +593 225 25 432<br />
Cell: +593 990 24 146<br />
cricecua@punto.net.ec<br />
CESAL<br />
Director en Perú<br />
Av. Aramburú 865 Of.301 San Isidro<br />
T: 422.5821 or 222.4052<br />
F: 222.4052<br />
PERU<br />
cesalima@terra.com.pe<br />
CESAL<br />
Responsable de Proyectos<br />
Av. Aramburú 865 Of.301 San Isidro<br />
T: 422.5821 or 222.4052<br />
F: 222.4052<br />
PERU<br />
cesalima@terra.com.pe<br />
OMAR MACEDO Ruíz CESAL<br />
Responsable de Proyectos<br />
Av. Aramburú 865 Of.301 San Isidro<br />
T: 422.5821 or 222.4052<br />
F: 222.4052<br />
PERU<br />
cesalima@terra.com.pe<br />
DE CHIARA Luigi<br />
Partner: COOPERAZIONE E SVILUPPO<br />
CESVI - Cooperazione e Sviluppo<br />
Coordinador regional<br />
Av. San Felipe 576 - Jesús María - Lima - PERÚ<br />
T/F: +01-216 17 678<br />
Email: luigidechiara@hotmail.com<br />
13
MELENDEZ Nelson<br />
Partner: COOPERAZIONE E SVILUPPO<br />
BIAGI Pierpaolo<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: COMITATO INTERNAZIONALE PER LO<br />
SVILUPPO DEI POPOLI<br />
PONCE Javier<br />
Partner: COMITE ECUMENICO DE PROYECTOS<br />
MORANI Marco<br />
Partner: INSTITUTO COOPERAZIONE<br />
ECONOMICA INTERNAZIONALE<br />
KOHLER Johannes<br />
Partner: CBM – Christoffel Blindenmission<br />
RANERA SÁNCHEZ-PARDO-Miguel<br />
POCATERRA Sandro<br />
Partner: COMITATO DI COORDINAMENTO<br />
<strong>DEL</strong>LE ORGANIZZAZIONI PER IL SERVIZIO<br />
VOLONTARIO<br />
CESVI - Cooperazione e Sviluppo<br />
Project Co-director<br />
Jr. Cajamarca 895, Puerto Maldonado, PERU<br />
T: +82 573 627 / 572 380 / 572 019<br />
F: +82 572 380<br />
E-mail : mauramusci@yahoo.it<br />
CISP<br />
Coordinator for Central America<br />
Del costado Norte de Canal 2, 1 cuadra abajo,<br />
frente a MICROSA - NICARAGUA<br />
Tel: +505 266 0104 / 266 0653<br />
Fax: +505 266 0104<br />
Email: cisp.ca@cablenet.com.ni<br />
COMITE ECUMÉNICO DE PROYECTOS - CEP<br />
Program Manager<br />
Av. Amazonas y Jorge Washington 239, Edif.<br />
Alvarez Burbano, Oficina 603, sexto piso, Quito -<br />
ECUADOR<br />
Tel: +5932 2232 345 / 2564 655<br />
Fax: +5932 2506 418<br />
Email: ceproyec@ceproyec.org<br />
ICEI<br />
Coordinador Actividades Mercosur<br />
Julian Alvarez 1988<br />
Buenos Aires Capital Federal<br />
ARGENTINA<br />
tel: 0054 11 4863 0216<br />
Fax: +54 11 4863 0216<br />
e-mail: argentina@icei.it<br />
CBM<br />
Oftalmólogo<br />
Av. Magisterial, Abuncay, Apurimac<br />
PERU<br />
T: 00 511 83 32 45 45<br />
COPRO<strong>DEL</strong>I<br />
Presidente<br />
Guardia Chalaca Callao 1 PERU<br />
T: 00 511 465 58 86<br />
F: 00 511 429 12 71<br />
pmiguel@coprodeli.org<br />
COSV<br />
Project Director<br />
Ultimas Noticias N39-127, Quito - ECUADOR<br />
T: +593-2-292 1033 / 292 2015<br />
F: +593-2-2240299<br />
E-mail: cosv@hoy.net<br />
14
G’ANANDREA DE ANGELIS Stefano<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: CENTRO INTERNAZIONALE CROCEVIA<br />
WALSH Douglas<br />
Partner: CUSICHACA TRUST<br />
CHAVEZ FERRER María<br />
Partner: CHRISTIAN AID<br />
CARRILLO CAVERO Hugo<br />
HOKKANEN Leena<br />
Partner: FINNCHURCHAID FOUNDATION<br />
CONTRERAS LOBATO Máximo<br />
Partner: Diaconia<br />
Coordinador<br />
CROCEVIA<br />
Coordenador General<br />
V; Ferrainom 88G<br />
Roma<br />
ITALIA<br />
Tel: 39 06 241 3976<br />
Fax: 39 06 242 4177<br />
crocevia@croceviaterra.it<br />
CUSICHACA TRUST<br />
Project Manager<br />
Avenida Leoncio Prado 218, San Jeronimo,<br />
Andahuaylas, Apurimac - PERU<br />
Tel: +51 (0)83 722 010<br />
Fax: +51 (0)83 722 010<br />
Email: douglasahwalsh@hotmail.com<br />
CHRISTIAN AID<br />
Consultant<br />
c/o Christian Aid, PO Box 100, London, SE1 7RT<br />
Tel: +511 447 0186<br />
Fax: +511 444 66 28<br />
Email: mariachavezferrer@hotmail.com<br />
DESCO - Centro de Estudios y Promoción del<br />
Desarrollo<br />
León de la Fuente n° 110 - Magdalena - Lima 17 -<br />
PERÚ<br />
Pasaje Versalles 274, Cercado, Huancavelica<br />
T: +511 613 8300 / +5167 752 444<br />
F: +511 613 8308 / 5167 753 130<br />
Email: carrillo@desco.org.pe /<br />
descohuancavalica@hotmail.com<br />
DIACONIA ASOCIACIÓN EVANGELICA<br />
LUTERANA DE AYUDA PARA EL<br />
DESARROLLO COMUNAL<br />
Representante Finn Church Aid - FINLAND<br />
Directora<br />
General Orbegoso 710, Breña, Lima 5, PERÚ<br />
T: +511 423 5245 / 431 7121<br />
F: +511 431 810<br />
E-mail: diaconia.lhh@terra.com.pe<br />
DIACONIA<br />
General Orbegoso 710 - Breña – Lima<br />
Jiron Lima 381<br />
Distrito de Llata-Provinvia Huamalies-Huanuco<br />
PERU<br />
T: 062-510245<br />
F: 062-510246<br />
diaconiahuamalico@hotmail.com<br />
15
AYALA FLORES Soledad del Carmen<br />
OTTA RIVERA Vicente<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: EDAPROSPO - Equipo de Educación y<br />
Autogestion Social<br />
PACHECO SANTOS Reneé Janette<br />
Partner: MISSIONSZENTRALE DER<br />
FRANZISKANER<br />
OROS Carlos<br />
Partner: ENDA EUROPE<br />
VALDERRAMA PERILLA Claudia<br />
Partner: ENFANTS DU MONDE - DROITS DE<br />
L'HOMME<br />
CAMINADA B. Nancy<br />
Partner: FUNDACION ENTRECULTURAS - FE Y<br />
ALEGRIA<br />
GONZALEZ U. Claudio<br />
Partner: FUNDACION FASIC<br />
EDAPROSPO – Equipo de Educación y<br />
Autogestion Social<br />
Consejo Directivo<br />
Coordinadora de servicios empresariales para<br />
niños y adolescentes que trabajan<br />
Octavio Bernal 598 Jesús Maria - PERU<br />
T: 463.41.73 or 461.60.14<br />
Mobile: 974 879 84<br />
F: 463 07 76<br />
Email: soledadayala@hotmail.com<br />
EDAPROSPO<br />
Presidente<br />
Jr. Octavio Bernal 598, Jesús Maria - PERU<br />
T: 463 41 73<br />
F: 460 45 72<br />
Email: votta@edapr.org.pe<br />
EL TALLER ASOCIACIÓN DE PROMOCIÓN Y<br />
DESARROLLO<br />
Directora General<br />
Urb. Cabaña María J-5 II etapa - Arequipa - PERÚ<br />
T: +054-201363 / 201970<br />
F: +054-201363<br />
eltaller@eltaller.org.pe<br />
ENDA BOLIVIA<br />
Delegado Regional<br />
Plaza España n° 2661 Edif. Hermanos González<br />
piso 2 of. 5.7<br />
Tel: +5912 242 42 30<br />
Fax: +5912 242 4232<br />
enboldr@acelerate.com<br />
ENFANTS DU MONDE - DROITS DE L'HOMME<br />
BOGOTA - COLOMBIA<br />
Directora<br />
T: +57/337 5049<br />
F: +57/283 6225<br />
Mobil: +57 310 337 1918<br />
Email: claudiamaritzav@hotmail.com<br />
ENTRECULTURAS<br />
Técnico de proyectos<br />
Jr. Cahuide 884 - Jesús María Lima - Perú<br />
Tel: 0051 1 471 3428<br />
Fax 0051 1 470 3088<br />
e-mail: fyaperu@terra.com.pe<br />
ncaminada@hotmail.com<br />
FASIC - Fundación de Ayuda Social de las Iglesias<br />
Cristianas<br />
Secretario Ejecutivo<br />
Manuel Rodríguez 33 –6501016 Santiago-Chile<br />
Tel: 562 695 7534 / 695 5931<br />
Fax: +562 698 8609<br />
Email: direccion@fasic.org<br />
www.fasic.org<br />
16
MIRANDA Liliana<br />
DIAZ WEIPPERT Cecilia<br />
Partner: FRERES DES HOMMES ASBL<br />
RÍOAS BERMÚDEZ Favio<br />
LOZANO Claudia<br />
Partner: STICHTING CORDAID<br />
MONGE Carlos<br />
PINTUS Gianfranco<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: GRUPPO DI VOLONTARIATO CIVILE<br />
ZEGARRA PONCE Guido<br />
Partner: MISSIONSZENTRALE DER<br />
FRANZISKANER<br />
FORO CIUDADES PARA LA VIDA<br />
Directora Ejecutiva<br />
Jr. Vargas Machuca 408 - San Antonio Miraflores -<br />
Lima - PERÚ<br />
T: +511 241 1488 / 242 5140<br />
F: +511 241 1488<br />
Email: foro@ciudad.org.pe<br />
FRERES DES HOMMES<br />
Responsable sector América Latina<br />
Rue de Londres, 18 - 1050 Bruxelles - BELGIQUE<br />
Tel: +32 02 512 97 94<br />
Fax: +32 02 511 47 61<br />
e-mail: ceciliafdhbel@skynet.be<br />
FUNDACIÓN PERUANA PARA LA<br />
CONSERVACIÓN DE LA NATURALEZA – PRO<br />
NATURALEZA<br />
Director en Madre de Dios<br />
Jr. Cajamarca Cuadra 1 S/N, Tambopata, Madre<br />
de Dios, Perú<br />
Tel +51 82 571 585<br />
Fax: +51 82 571 130<br />
E-mail : frios@pronaturaleza.org<br />
FUNDACION SYNERGIA<br />
Calle 54 nr. 10-81 piso 5 D Santafe de Bogota DC -<br />
COLOMBIA<br />
T: +571 211 5026<br />
Email: fundacionsynergia@cable.net.co<br />
lalaloza@cable.net.co<br />
GRUPO PROPUESTA CIUDADANA<br />
Responsable Área de Comunicaciones<br />
Juan de la Fuente 110, Magdalena del Mar, Lima -<br />
PERÚ<br />
T: +511 613 8313<br />
F: +511 613 8315<br />
cmonge@desco.org.pe<br />
GRUPPO VOLONTARIATO CIVILE - ITALIA<br />
(GVC)<br />
Representante GVC PERÚ<br />
Urb. Los Ingenieros C-10, Abancay, Apurimac -<br />
PERÚ<br />
T: + 51 083 322 727<br />
F: +51 083 322 727<br />
Email: gvc.peru@terra.com.pe<br />
MISSIONSZENTRALE DER FRANZISKANER<br />
Representante Perú<br />
Jirón Castilla 842, San Miguel, Lima - PERU<br />
Tel: +511 614 2301<br />
F: +511 263 6451<br />
Email: guido@juan23.edu.pe<br />
17
ALLEN Sarah<br />
Partner: HELPAGE INTERNATIONAL<br />
LEUSSINK Benardus<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: HIVOS - HUMANISTIC INSTITUTE FOR<br />
CO-OPERATION WITH DEVELOPING<br />
COUNTRIES<br />
ROJAS Emilio<br />
DICKLER Martín Laurent<br />
Partner: IBIS<br />
ZWETSLOOT Gerard<br />
Partner: STICHTING INTERKERKELIJKE<br />
ORGANISATIE VOOR<br />
ONTTWIKKELINGSSAMENWERKING<br />
HINOSTROZA AQUINO Lourdes<br />
Partner: APPUI AU DEVELOPPEMENT<br />
AUTONOME<br />
PAREDES ACOSTA Carlos<br />
Partner: APPUI AU DEVELOPPEMENT<br />
AUTONOME<br />
HELPAGE INTERNATIONAL<br />
Regional Programme' Manager Latin America<br />
Casilla 2217 La Paz - BOLIVIA<br />
Tel: +5912 241 0583<br />
Fax: +5912 241 0957<br />
Email: sallenhelpage@alamo.entelnet.bo<br />
HIVOS - The Netherlands<br />
Senior Policy Officer Economics - Bureau Latin<br />
America<br />
Raamweg 16 2596 HL - The Hague - The<br />
Netherlands<br />
T: +31 70 376 56 46<br />
F: +31 70 362 46 00<br />
b.leussink@hivos.nl<br />
IBIS<br />
Coordinador Nacional Perú<br />
Coronel Odriozola 636-B San Isidro - Lima 27 Perú<br />
T/F: 00 511 421 77 62; 221 12 58<br />
Email: er@ibisur.org; ibisperu@ibisur.org<br />
IBIS DENMARK<br />
Regional Representative, IBIS South America<br />
Plaza Adela Zamudio no. 70, Sopocachi, La Paz -<br />
BOLIVIA<br />
T: +591-2-241-2008<br />
F: +591-2-241-2682<br />
Email: mld@ibisur.org<br />
ICCO<br />
Project Officer<br />
Zusterplein 22 a, Zeist, THE NETHERLANDS<br />
T: +31 30 692 7986<br />
F: +31 30 692 5614<br />
Email: gerard.zwetsloot@icco.nl<br />
IDESI NACIONAL<br />
Responsable de proyectos<br />
Las Perdices 122 - San Isidro - Lima Perú<br />
Tel: +511 422 5213<br />
Fax: +511 442 2842<br />
Email: proyectos@pronegocios.com; ina@idesi.org<br />
IDESI PERÚ<br />
Gerente del programa de servicios financieros<br />
Las Perdices 122 - San Isidro - Lima, Perú<br />
Tel: +511 422 5213<br />
Fax: +511 442 28 42<br />
gsf@idesi.org; ina@idesi.org<br />
18
BÜHLER Anton<br />
Partner: BROEDERLIJK <strong>DEL</strong>EN<br />
GARCIA Encarnacion<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: FUNDACION INSTITUTO SINDICAL DE<br />
COOPERACION AL DESARROLLO<br />
CARRASCO VALENCIA Alfonso<br />
Partner: INTERMEDIATE TECHNOLOGY<br />
DEVELOPMENT GROUP<br />
CHÁVEZ LUNA César<br />
Partner: INTERMEDIATE TECHNOLOGY<br />
DEVELOPMENT GROUP<br />
VARGAS Luis<br />
Partner: INTERMON OXFAM<br />
CIRULLI Simone<br />
Partner: ISCOS - ISTITUTO SINDACALE PER LA<br />
COOPERAZIONE ALLO SVILUPPO<br />
CIELO FLORES Manuel<br />
Partner: Jóvenes del Tercer Mundo<br />
INSTITUTO HUAYANÁ<br />
Director<br />
Calle Los Olivos 141, Urb. La Molina Vieja, Lima 12<br />
- PERU<br />
Tel: +511 349 56 24 / 349 56 24<br />
Fax: +511 349 56 24 / 349 56 24<br />
antonbuehler@acquapisco.com<br />
INSTITUTO SINDICAL DE COOPERACIÓN AL<br />
DESARROLLO - ISCOD<br />
Representante para el área andina<br />
JR. OROYA 224 Cercado de Lima - PERÚ<br />
T/F: 00 511 423 72 50<br />
iscodperu@telefonica.net.pe<br />
INTERMEDIATE TECHNOLOGY DEVELOPMENT<br />
GROUP (ITDG)<br />
Director<br />
Postal Address: ITDG Peru, Casilla Postal 18-<br />
0620, Lima 18<br />
Street Address: Av. Jorge Chavez 275, Miraflores,<br />
Lima 18<br />
T: + 511 444 5127<br />
F: + 511 446 6621<br />
Email: alfonso@itdg.org.pe<br />
INTERMEDIATE TECHNOLOGY DEVELOPMENT<br />
GROUP (ITDG)<br />
Director<br />
Postal Address: ITDG Peru, Casilla Postal 18-<br />
0620, Lima 18<br />
Street Address: Av. Jorge Chavez 275, Miraflores,<br />
Lima 18<br />
T: + 511 444 7055 / 242 9714<br />
F: + 511 446 6621<br />
Email: cchavez@itdg.org.pe<br />
INTERMON OXFAM<br />
Representante de Perú<br />
Avda Larco, 743 Of. 503, Miraflores, Lima 18, Perú<br />
Tel: 511.241.39.19<br />
Fax: 511.241.20.04<br />
Email: LVargas@infonegocio.net.pe<br />
ISCOS<br />
Viale Castro Pretorio 116 /00185 ROMA Italia<br />
Tel: +39 06 44 34 12 80<br />
Fax: +39 06 49 38 87 29<br />
e-mail: simonecirulli@iscos-cisl.org<br />
OFPROP<br />
Congregación Salesiana<br />
Encargado de la Oficina de Proyectos<br />
Avenida Brasil 218, LIMA 05<br />
PERU<br />
T: +511 423 1415<br />
F: +511 330 8782<br />
proyectos@salesianos.edu.pe<br />
19
DUEÑAS Jaén Rosario<br />
BOSCH-HOFFMANN Maria Christina<br />
Partner: LATEINAMERIKA-ZENTRUM E.V.<br />
LOPES SUAREZ Luis<br />
Partner: LATEINAMERIKA-ZENTRUM E.V.<br />
AYLLÓN Christobal<br />
Partner: MEDICOS <strong>DEL</strong> MUNDO<br />
CARBONE CAMPOVERDE Fernando<br />
Partner: MEDICUS MUNDI NAVARRA<br />
MANCINI Mario<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: MOVIMENTO LAICI AMERICA LATINA<br />
PIZZOCARO Sara<br />
Partner: MOVIMENTO LAICI AMERICA LATINA<br />
TEJERINA Natanael<br />
Partner: MOVIMIENTO POR LA PAZ EL<br />
DESARME Y LA LIBERTAD<br />
OBRA KOLPING <strong>DEL</strong> PERU<br />
Directora Ejecutiva<br />
De la Roca de Vergallo 420<br />
Magdalena del Mar<br />
Lima – Perú<br />
Tel: 511 46 16 184 – 46 13 088<br />
Fax: 511 46 18 378<br />
Email: fukop@kolpingperu.com<br />
Web: www.kolpingperu.net<br />
LATEINAMERIKA-ZENTRUM E.V.<br />
Project Coordinator-Brasil<br />
Kaiserstr. 201 D-53113 Bonn - GERMANY<br />
T: +00 49 228-210 788<br />
F: +00 49 228-241 658<br />
choffmann@lateinamerikazentrum.de<br />
LATEINAMERIKA-ZENTRUM E.V.<br />
Project Co-ordinator<br />
Kaiserstr. 201 D-53113 Bonn - GERMANY<br />
T: +0049 228 2425 684<br />
lopez@lateinamerikazentrum.de<br />
MEDICOS <strong>DEL</strong> MUNDO<br />
8 Avenida, calle n 7 - 55<br />
Zona 1 -GUATEMALA<br />
Tel: +502 232 3202<br />
Fax: +502 254 2480<br />
Email: mdme@intelnet.net.gt<br />
MEDICUS MUNDI NAVARRA<br />
Representante en el Perú<br />
Avda Aviacion 2814, oficina 201 - San Borja -<br />
Lima41 – PERÚ<br />
T: 00-51 14 76 18 42<br />
E-mail : mmnperu@ddm.com.pe<br />
MOVIMENTO LAICI AMERICA LATINA<br />
Coordinator<br />
Jr Larco Herrera 1419-A, Lima, PERÚ<br />
T: 00 511 4609508<br />
F: 00 511 4609508<br />
Email : mlal@infonegocio.net.pe<br />
MOVIMENTO LAICI AMERICA LATINA<br />
Asistente de Proyectos<br />
Jr Larco Herrera 1419-A, Lima, PERÚ<br />
T: 00 511 4609508<br />
F: 00 511 4609508<br />
Email : mlal@infonegocio.net.pe<br />
MOVIMIENTO POR LA PAZ , EL DESARME Y LA<br />
LIBERTAD<br />
Jefe de misión en Perú<br />
C/ Martos, 15 - Madrid 28053<br />
Jr Chichón, 407 af 201<br />
T: +34 91 442 38 71<br />
mpdlperu@ec-red.com<br />
20
DI GIANGIROLAMO Franco<br />
Partner: NEXUS - COOPERAZIONE E<br />
SOLIDARIETA' INTERNAZIONALE<br />
ANSELMO Joao<br />
Partner: OIKOS - COOPERACAO E<br />
DESENVOLVIMENTO<br />
Coordinador Regional<br />
CORREIA José<br />
Partner: OIKOS - COOPERACAO E<br />
DESENVOLVIMENTO<br />
<strong>DEL</strong> POZO Ethel<br />
Partner: OXFAM<br />
DE WITTE Felix<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: FONDS VOOR<br />
ONTWIKKELINGSSAMENWERKING VZW - FOS<br />
ALVAREZ Samuel<br />
Partner: PEOPLE HELP PEOPLE<br />
CERRON Aurora<br />
Partner: PLAN INTERNATIONAL UK<br />
NEXUS - COOPERAZIONE E SOLIDARIETA'<br />
INTERNAZIONALE<br />
Presidente<br />
V. Marconi 69 – 40122 BOLOGNA (Italia)<br />
Lona S. Joaquin Pasaje Marcial Paez, 2902-LA<br />
SERENA – CHILE<br />
T: +39 051 294 728 (Italy)<br />
0056-51-292040(Chile)<br />
F: +39 051 294 810<br />
e-mail: fdigiang@yahoo.it; fdigiang@er.cgil.it<br />
www.nexuscgil.org<br />
OIKOS - COOPERACAO E DESENVOLVIMENTO<br />
Calle Juan XXIII, Ed. San Lorenzo P.B., Zona<br />
Belen, LA PAZ-BOLIVIA<br />
T: +591 2 212 05 57<br />
F: +591 2 231 02 57<br />
Email: oikosbol@ceibo.entelnet.bo<br />
OIKOS – COOPERACAO E<br />
DESENVOLVIMENTO<br />
Represenrante Legal Perú<br />
Calle Junin Mz. GB Lte. 39, Urb. Santa Patricia 2ª<br />
Etapa, Distrito de La Molina, Lima, PERÚ<br />
T: +349 1648<br />
Email: oikos@oikos.org.pe; jcorreia@oikos.org.pe<br />
OXFAM<br />
Coordinadora de Programa<br />
Baltazar la Torre 906 - San Isidro, Lima - PERÚ<br />
T: +511 264 1223<br />
F: +511 264 0007<br />
Email: edelpozo@oxfam.org.pe<br />
FOS<br />
Parque Municipal 105 - Barranco - Lima 4 /<br />
Tel: ( 0051) 1 477 44 67 /<br />
Fax: (0051) 1 47744 67<br />
E-mail: fosperu@millicom.com.pe<br />
PEOPLE HELP PEOPLE<br />
CHILE<br />
Tel: +562 341 9463<br />
obois@entelchile.net<br />
PLAN PROGRAMA PERU<br />
Sponsorship & grant manager<br />
Av. 28 de Julio 1033 - Miraflores - Lima Perú<br />
Tel: +511 445 9322 / 445 9327 / 242 4945<br />
Fax: +511 445 9337<br />
e-mail: acerron@planperu.org.pe;<br />
hcerron@yahoo.com<br />
21
MUGUIRO Paco<br />
Partner: FUNDACION DESARROLLO<br />
SOSTENIDO<br />
CIRIZA AGUIRRE P. Angel<br />
Partner: Servizio Collaborazione Assistenza<br />
Internazionale Piamartino<br />
FARFAN PALMA Daniel<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
Partner: EVANGELISCHE ZENTRALSTELLE<br />
FUER ENTWICKLUNGSHSILFE E.V.<br />
OVERMARS Rik<br />
Partner: SNV – Servicio Holandés de Cooperación<br />
al Desarrollo<br />
NECOCHEA TELLO Wilfredo<br />
Partner: SOS FAIM<br />
Mc EVOY Elsa<br />
Partner: TERRA NUOVA - Centro per il<br />
Volontariato - ONLUS<br />
MOLINARI Pierre Alain<br />
Partner: FONDAZIONE TERRE DES HOMMES<br />
ITALIA ONLUS<br />
RADIO MARAÑÓN<br />
Director - Representante FUNDESO (ESP)<br />
Valle Orellana 343, JAÉN (Caramarca) - PERU<br />
T: +51 777 31 147<br />
Email: pmuguiro@radiomaranon.org.pe<br />
<strong>SEMINARIO</strong> DIOCESANO REDEMPTORIS Y<br />
JUAN PABLO II<br />
La punta, callao Malecon Pardo 444 - La punta,<br />
Aptdo. 01-0291 Callao 5, PERÚ<br />
Tel +511 429 0970 / 465 7724<br />
F: +511 465 7603<br />
Email : rmperu@terra.com.pe<br />
SEPADE - Servicio Evangélico para el Desarrollo<br />
Chile<br />
Director Ejecutivo<br />
Av. Lib. O'Higgins n° 1265 - Concepción - CHILE<br />
T/F: +56 41 911 840 (Bureau Concepción)<br />
daniel.farfan@sepade.cl<br />
SNV – Servicio Holandés de Cooperación al<br />
Desarrollo<br />
Coordinador Amazonia<br />
Juan de la Fuente 647<br />
San Antonio, Miraflores - Lima - PERU<br />
T: +511 446 5545<br />
F: +511 447 53 50<br />
Email: rovermars@snvworld.net<br />
SOS-FAIM<br />
Representante America Latina<br />
Av. Ricardo Palma 248 - 702 Miraflores - Lima -<br />
Peru<br />
T: +511 447 53 50<br />
F: +511 447 53 50<br />
Email: sosf@amauta.rcp.net.pe<br />
TERRA NUEVO CENTRO PER IL<br />
VOLONTARIATO (TEN)<br />
Responsible adminitrative office TEN in Peru<br />
Lord Cochrane 150 E, Lima 27 - Peru<br />
Tel: +511 4 42 68 29<br />
Fax: +511 4 42 68 29<br />
Email : terranova@terra.com.pe<br />
TERRE DES HOMMES - ITALIA<br />
Representante regional para Sur América<br />
El Vengador 168 y El Zuriago El Primer Piso Alto<br />
Ofc. 101 - Quito - ECUADOR<br />
Tel: +00593-2-2250850<br />
Fax: +00593 2 2250 850<br />
Email: molinari@impsat.net.ec<br />
22
DEKKER Emmy<br />
Partner: TRANSPARENCIA<br />
URIOS Xavier<br />
Partner: TRANSPARENCIA<br />
CUENTAS ANCHI Martha<br />
TESTUT Mylène<br />
COVIC Valérie<br />
CHIAPPARA Carolina<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
TRANSPARENCIA<br />
Coordinator International Relations<br />
Av. Belén 389 - San Isidro - Lima 27 - PERU<br />
Tel: +511 441 3234 / 441 3916<br />
Fax: +511 221 7265<br />
emmy@transparencia.org.pe<br />
TRANSPARENCIA<br />
Coordinator International Relations<br />
Av. Belén 389 - San Isidro - Lima 27 - PERU<br />
Tel: +511 441 3234 / 441 3916<br />
Fax: +511 221 7265<br />
emmy@transparencia.org.pe<br />
FOVIDA<br />
Directora Ejecutiva<br />
Javier Prado 109 Magdalena-Lima<br />
PERÚ<br />
Tel: 4613749<br />
Fax: 4611661<br />
menentas@fovida.org.pe<br />
EUROPEAN COMMISSION<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN URUGUAY Y<br />
PARAGUAY<br />
Encargada del seguimiento de las líneas temáticas<br />
Bvar. Artigas 1300 - 11300 Montevideo -<br />
URUGUAY<br />
T: +598 2 19440 126<br />
F: +598 2 19440 122<br />
Email: mylene.testut@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN URUGUAY<br />
Junior Expert<br />
Calle America 404 - Asución - URUGUAY<br />
T: +595 21 206 069<br />
F: +595 21 213 975<br />
Email: valerie.covic@cec.eu.int<br />
<strong>DEL</strong>EGATION DE LA CE EN URUGUAY<br />
Contable - Sección contratos y finanzas<br />
Bv. Artigas 1300 - CP 1300 Montevideao -<br />
URUGUAY<br />
T: +598 2 19440 117 / 100<br />
F: +598 2 19440 122<br />
Email: carolina.chiappara@cec.eu.int<br />
23
AMOR Pablo<br />
GONZALEZ DUCAY Joaquin<br />
MARTINEZ Paola<br />
McKENZIE Roderic<br />
GORLA Marcela Alejandra<br />
ARPAILLANGE Joséphine<br />
ANGULO AGUERO Ginette<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN URUGUAY Y<br />
PARAGUAY<br />
Encargado de Negocios a.i.<br />
Bvar. Artigas 1300 - 11300 Montevideo -<br />
URUGUAY<br />
T: +598 2 19440 114<br />
F: +598 2 19440 122<br />
Email: pablo.amor@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN URUGUAY<br />
Calle America 404 - Asución – URUGUAY<br />
Email: joaquin.gonzalez@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BOLIVIA<br />
Encargada ONGs<br />
Calle 15 de Obrajes No. 406 - La Paz, BOLIVIA<br />
tel.: 591 2 2272244<br />
fax : 591 2 784550<br />
Email: paula.martinez@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BOLIVIA<br />
ALAT F&CO<br />
Oficial sección finanzas y Contratos<br />
Calle 15 de Obrajes No. 406 - La Paz, BOLIVIA<br />
tel.: 591 22 782244<br />
fax : 591 22 784550<br />
Email: roderic-lewis.mckenzie@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN ARGENTINA<br />
Asesora en Cooperacion<br />
Ayacucho 1537 - Ciudad de Buenos Aires -<br />
ARGENTINA<br />
T: +54 11 4805 3759<br />
F: 54 11 4801 1594<br />
Email: marcela.gorla@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN CHILE<br />
Encargada de Proyectos<br />
Ricardo Lyon 222, Torre Paris, 3TER piso,<br />
Santiago de CHILE<br />
T: +56 2 335 2450<br />
Email: josephine.arpaillange@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN VENEZUELA<br />
Encargada de Projectos ONGs y Programas<br />
Av. Orinoco Edf. Delegación de la Comisión<br />
Europea Las Mercedes Caracas 1060-Venezuela<br />
Tel: 58-212-991 5133/991 5587/9991 5398<br />
Fax: 58 212 993 5573<br />
Email: ginette.angulo@cec.eu.int<br />
24
ARIZA MILANES Johny<br />
LOPEZ CEJUDO José Manuel<br />
PILLA Ernani<br />
MOUTA José<br />
AMADOR Militão<br />
CALZA BINI Arianna<br />
GARCÍA ALFARO Tatiana<br />
REBOUD Patrick<br />
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
<strong>DEL</strong>EGACION DE LA CE EN COLOMBIA<br />
Environmental cooperation officer<br />
Calle 114 No. 9-01 Torre A of. 1403 - Bogotá D.C.<br />
- COLOMBIA<br />
T: +51 6 292 189 Ext. 114<br />
F: +51 6 292 360<br />
Email: johny-cesar.ariza-milanes@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BRASIL<br />
Email: jose.lopez@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BRASIL<br />
Email: ernani.pilla@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BRASIL<br />
Email: jose.mouta@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BRASIL<br />
T: +55-61-248.3122<br />
F: +55-61-248.0700<br />
Email: militao.amador@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN BRASIL<br />
Experta Individual-Sección Cooperación<br />
SHIS Q107, Bloco A, Lago Sul, BRASILIA, D.F.,<br />
BRASIL<br />
Tel: 55 61 248 3122<br />
Fax: 55 61 248 0700<br />
Email: arianna.calza@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN PERÚ<br />
Email: tatiana.garcia@cec.eu.int<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN PERÚ<br />
Email: patrick.reboud@cec.eu.int<br />
ARENA Joely <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: joely.arena@cec.eu.int<br />
DE RIVERA Manuel <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: manuel.derivera@cec.eu.int<br />
GOLDSTEIN Mendel <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Jefe de la Delegación<br />
Email: mendel.goldstein@cec.eu.int<br />
GUERRA Roxana <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: roxana.guerra@cec.eu.int<br />
MABITA Emile<br />
<strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: emile.mabita@cec.eu.int<br />
ROMMEN Holger <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: holger.rommen@cec.eu.int<br />
SOBRINO Ignacio <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: ignacio.sobrino@cec.eu.int<br />
VELARDE Víctor <strong>DEL</strong>EGACIÓN DE LA CE EN EL PERU<br />
Email: victor.velarde@cec.eu.int<br />
25
EUROPEAN COMMISSION CONFERENCE<br />
“LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOS”<br />
SMIT Roelf <strong>DEL</strong>EGACIÓN DE LA CE EN COSTA RICA<br />
Email: roelf.smit@cec.eu.int<br />
CAMPILHO Paulo<br />
EUROPEAN COMMISSION<br />
EuropAid/F/2<br />
Email: paulo.campilho@cec.eu.int<br />
DIMITRIEFF Katia<br />
Gestion de los Proyectos B76000<br />
BOURATSIS Aristotelis<br />
EUROPEAN COMMISSION<br />
EuroAid/F/2 – J54 –7/103, b-1049 BRUSELAS<br />
Tel: 322 295 51 28<br />
Email: katia.dimitrieff@cec.eu.int<br />
EUROPEAN COMMISSION<br />
EuropAid/F/2<br />
Jefe de Unidad<br />
Email: aristotelis.bouratsis@cec.eu.int<br />
MELENDRO ARNAIZ Firmin EUROPEAN COMMISSION<br />
EuropAid/F/4<br />
Email: firmin.melandro@cec.eu.int<br />
TRUTZENBERGER Marlene<br />
AGUILAR TIROBOSCHI Luisa María<br />
BOURGAULT Dominique<br />
OTHERS<br />
EUROPEAN COMMISSION<br />
Gestionar Aidco F2 Bruselas<br />
Tel: 0032 2 299 17 75<br />
Email: marlene.trutzenberger@cec.eu.int<br />
MODERATOR<br />
Email: agular@tiscali.be<br />
ASSISTANT<br />
Email: dominique-bourgault@art-consult.be<br />
BRUNDSEAUX Pierre-Yves COORDINATOR<br />
Email: pierre-yves@cecoforma.be<br />
KOOLS Linda<br />
COORDINATOR<br />
Email: linda.kools@tq3.be<br />
26
Annex 3:<br />
Background documents<br />
A. Special Conditions for a grant contract<br />
B. Annex II: General Conditions applicable to<br />
European Community-financed grant<br />
contracts for external actions<br />
C. Presentation of the Budget Line B7-6000.<br />
Paulo Campilho, Coordinator for Latin<br />
America, EuropeAid/F2<br />
D. Presentation of the Contract Cycle.<br />
Katia Dimitrieff & Marlene Trutzenberger,<br />
EuropeAid/F2 (available in Spanish only)<br />
E. Presentation regarding the impact and<br />
sustainability of actions.<br />
DESCO (Peru) (available in Spanish only)<br />
27
Annex 3<br />
Background documents<br />
A. Special Conditions for a Grant Contract<br />
28
GRANT CONTRACT<br />
- EXTERNAL ACTIONS OF THE EUROPEAN COMMUNITY -<br />
[Grant contract identification number]<br />
E 3 E cp<br />
The European Community, represented by the Commission of the European Communities, [or full name<br />
and address of the Contracting Authority], 1 ("the Contracting Authority")<br />
of the one part,<br />
and<br />
[full name of Beneficiary or acronym where relevant] with its office at [address [of registered office for<br />
companies and associations, of main office for public bodies and universities], VAT number or equivalent<br />
official registration number where appropriate], ("the Beneficiary"),<br />
have agreed as follows:<br />
Article 1 - Purpose<br />
Special conditions<br />
of the other part,<br />
1.1 The purpose of this contract is the award of a grant by the Contracting Authority for the<br />
implementation of the Action entitled: [title of Action] ("the Action").<br />
1.2 The Beneficiary will be awarded the grant on the terms and conditions set out in this contract,<br />
which consists of these special conditions ("Special Conditions") and the annexes, which the<br />
Beneficiary hereby declares it has noted and accepted.<br />
1.3 The Beneficiary accepts the grant and undertakes to carry out the Action under its own<br />
responsibility.<br />
Article 2 - Implementation period of the Action<br />
2.1 This contract shall enter into force on the date when the last of the two Parties signs.<br />
2.2 Implementation of the Action shall begin on:<br />
choose one of the following:<br />
- "the day following that on which the last of the two Parties signs"<br />
- "the first day of the month following the date on which the first instalment of prefinancing is<br />
paid by the Contracting Authority"<br />
- [a later date],<br />
- [exceptionally, a date preceding the signature of the Contract but not preceding the<br />
Beneficiary's request for a grant or the signature of any relevant financing agreement between<br />
the European Commission and the recipient country].<br />
2.3 The Action's implementation period, as laid down in Annex I, is [number of months].<br />
1 Delete as appropriate.<br />
29
Article 3 - Financing the Action<br />
E 3 E cp<br />
3.1 The total cost of the Action eligible for financing by the Contracting Authority is estimated at<br />
... [........], 2 as set out in Annex III.<br />
3.2 The Contracting Authority undertakes to finance a maximum of ... [...], equivalent to [...]% of the<br />
estimated total eligible cost specified in paragraph 1; the final amount shall be established in<br />
accordance with Article 17 of Annex II.<br />
Article 4 - Technical and financial reporting and payment arrangements<br />
4.1 Technical and financial reports shall be produced in support of payment requests, in compliance<br />
with Articles 2 and 15.1 of Annex II.<br />
4.2 Payment will be made in accordance with Article 15 of Annex II. Of the options referred to in<br />
Article 15.1, the following will apply: 3<br />
Option 1<br />
Amount of first instalment of pre-financing: 2 …[…….]<br />
Forecast final payment (subject to the provisions of Annex II): …[…….]<br />
Option 2<br />
First instalment of pre-financing (80% of the part of the<br />
forecast budget for the first 12 months of implementation<br />
financed by the Contracting Authority: …[…….]<br />
Further annual instalment(s) of pre-financing: …[…….]<br />
Forecast final payment (subject to the provisions of Annex II): …[…….]<br />
Option 3<br />
Forecast final (one-off) payment (subject to the provisions of Annex II): …[…….]<br />
Article 5 - Contact addresses<br />
Any communication relating to this contract must be in writing, state the number and title of the Action<br />
and be sent to the following addresses:<br />
For the Contracting Authority 4<br />
Option 1: where the Contracting Authority is a headquarters service of the European Commission:<br />
2 Give all amounts in the currency selected for payment (euro or the currency of the country of the<br />
Contracting Authority).<br />
3 Delete the two options which do not apply. If the Contracting Authority wishes to reduce the<br />
percentage paid as pre-financing, Article 7.2 of the Special Conditions must state explicitly that this is by<br />
way of derogation from Article 15.1 of the General Conditions (specifying the frequency of payments), and<br />
that the other relevant clauses of the General Conditions (in particular, correlation of reports and payment<br />
requests) must be adhered to.<br />
4 Select one option and delete the other two.<br />
30
E 3 E cp<br />
Payment requests and attached reports, including requests for changes to bank account arrangements<br />
should be sent to:<br />
European Commission<br />
EuropeAid Cooperation Office<br />
For the attention of the finance unit [address of the finance unit]<br />
Copies of the documents referred to above, and correspondence of any other nature, should be sent to:<br />
European Commission<br />
EuropeAid Cooperation Office<br />
For the attention of the management unit [address of the management unit]<br />
A copy of the reports referred to in Article 4.1 must be sent to the European Commission Delegation in<br />
charge of monitoring the Action, at the following address: [address of the Delegation] 5<br />
Option 2: where the Contracting Authority is a Delegation of the European Commission:<br />
[address of the Delegation]<br />
Option 3: where the Contracting Authority is not the European Commission:<br />
[address of the Contracting Authority's management department]<br />
A copy of the reports referred to in Article 4.1 must be sent to the European Commission Delegation in<br />
charge of monitoring the Action, at the following address: [address of the Delegation]<br />
For the Beneficiary<br />
[address of the Beneficiary for correspondence]<br />
Article 6 - Annexes<br />
6.1 The following documents are annexed to these Special Conditions and form an integral part of the<br />
contract:<br />
Annex I: Description of the Action<br />
Annex II: General Conditions applicable to European Community-financed grant contracts for<br />
external Actions<br />
Annex III: Budget for the Action<br />
Annex IV: Contract-award procedures<br />
Annex V: Standard request for payment and financial identification form<br />
Annex VI: Model audit certificate<br />
Annex VII: Model financial guarantee<br />
5 Delete if not applicable.<br />
31
E 3 E cp<br />
6.2 In the event of conflict between the provisions of the Annexes and those of the Special Conditions,<br />
the provisions of the Special Conditions shall take precedence. In the event of conflict between the<br />
provisions of Annex II and those of the other annexes, those of Annex II shall take precedence.<br />
[Article 7 - Other specific conditions applying to the Action]<br />
7.1 The General Conditions are supplemented by the following:<br />
7.1.1 The audit firm which will carry out the audit(s) referred to in Article 15.6 of Annex II is<br />
[name, address, telephone and fax numbers]. 6<br />
7.2 The following derogations from the General Conditions shall apply:<br />
7.2.1 By derogation from Article ...(..).<br />
Done at [.........] in three originals in the English language, two of them for the Contracting Authority and<br />
one for the Beneficiary.<br />
For the Beneficiary For the Contracting Authority<br />
[name and title of the individual(s) authorised to sign] [name of the official(s) authorised to<br />
sign]<br />
[signature] [signature]<br />
[date] [date]<br />
Endorsed for financing by the European Community 7<br />
[name of the official(s) authorised to sign]<br />
[signature]<br />
[date]<br />
6 This provision is inserted only where an audit is provided for in Article 15.6 of Annex II.<br />
7 Where the Contracting Authority is not the European Commission. Delete if not applicable.<br />
32
Annex 3<br />
Background documents<br />
B. Annex II: General Conditions applicable<br />
to European Community-financed grant<br />
contracts for external actions<br />
cg_en-annex II.pdf<br />
33
Annex 3<br />
Background documents<br />
C. Presentation of the Budget Line B7-6000.<br />
Paulo Campilho, Coordinator for Latin<br />
America, EuropeAid/F2<br />
34
http://europa.eu.int/comm/europeaid/projects/ong_cd/index_en.htm<br />
Structure of External Relations services (RELEX)<br />
In the European Commission<br />
•DG Development (for ACP countries) and External Relations (for all<br />
the other developing countries) – in charge of political planning and<br />
programming of co-operation<br />
•ECHO – in charge of humanitarian aid<br />
•EuropeAid Co-operation Office (AIDCO) – in charge of management<br />
of EU co-operation<br />
•Directorate F (Horizontal operations and link RRD) – in charge of<br />
management of thematic and horizontal budget lines (NGO,<br />
Decentralised Co-operation, Human Rights, Food Security, Forests &<br />
Environment, Health/HIV/AIDS, etc.) covering all the developing<br />
world<br />
•Unit F2 – in charge of management of programmes «Co-financing<br />
with NGOs » and « Decentralised co-operation »<br />
35
AIDCO/F/2 is in charge of the management<br />
of 2 programmes (Budget headings)<br />
Decentralised co-operation with NSA:<br />
Budget line 21 02 13 (ex B7-6002) / Legal basis is Council regulation<br />
1659/98 approved in 1998<br />
Budget line established in 1992, as a pilot exercise;<br />
- main focus is capacity building operations;<br />
- directly accessible to European and developing countries NSA;<br />
- funds available: 3 million € (2002 budget); 6 million € (2003);<br />
extension of legal basis for another 3 years to be approved soon<br />
(pending the approval of this extension, the budget foreseen for<br />
2004 is around 10 million €)<br />
-EC contribution: minimum 0,2 and maximum 1 million €.<br />
- 2003 budget: 13 projects (9 from Europe and 3 from the South) for a<br />
total of 6 million € (492 grant requests received)<br />
Co-financing of operations with European NGOs:<br />
Budget line 21 02 03 (ex B7-6000)<br />
Legal basis Council Regulation 1658/98<br />
Budget line established in 1976: initial amount of around 2,5<br />
million ECU: increased gradually, to reach around 200 M€ in<br />
2002 and 2003: 190 M€ foreseen for 2004<br />
Basic principles of budget line<br />
- Directly accessible exclusively to European NGOs<br />
- European NGOs have the exclusive right of initiative to<br />
identify projects for funding under this budget line<br />
- Local development projects aiming at poverty reduction in<br />
developing countries: meet basic needs of disadvantaged<br />
people and reinforce their own development capacities. ENGO<br />
must work w/ local organisations (normally local NGOs)<br />
- Projects in Europe to raise the awareness of European citizens to<br />
development issues: EC co-finances this type of actions since<br />
1979 (takes normally 10% of budget line)<br />
36
Strategic focus of budget line<br />
Very wide: local development operations basically in all developing<br />
countries: no clear thematic or geographical priorities. Support to<br />
sustainable social, human and economic development processes,<br />
institutional support and capacity building for local development<br />
structures.<br />
For 2004/2005 priorities will be narrowed to give preference, in<br />
thematical terms, to operations mainstreaming capacity building<br />
and in geographical terms to Least Developed and Low Income<br />
Countries (priority 1) and countries ranked above 100 in the<br />
Human Development Index; however, all developing countries<br />
remain eligible.<br />
Operations must be consistent with EC development policy.<br />
Types of operations co-financed in developing<br />
countries<br />
Type of operation<br />
Projects -Individual<br />
NGO<br />
Block Grant (set of miniactions<br />
in a single<br />
funding to an NGO)<br />
(since 1979)<br />
Programme (more<br />
comprehensive regional<br />
or sectoral development<br />
approach agreed with<br />
NGO) (since 2000)<br />
Size of operation<br />
0,050 – 0,750 M€<br />
Project -Consortium of<br />
24 to 60<br />
NGO 0,250 – 1,500 M€ 75% months<br />
55%<br />
0,250 – 1,000 M€<br />
(each mini-action:<br />
0,020 – 0,150 M€)<br />
2,0 – 10,0 M€<br />
Max % EC<br />
contribution<br />
75%<br />
85%<br />
75%<br />
Duration of<br />
operation<br />
24 to 60<br />
months<br />
12 to 36<br />
months<br />
24 to 60<br />
months<br />
% Budget<br />
line in 2003<br />
15%<br />
First time in<br />
2003 - 20% of<br />
budget line<br />
37
Funding budget line 1997-2003<br />
200<br />
150<br />
100<br />
50<br />
0<br />
124,45 122<br />
148<br />
138,86<br />
171<br />
163 154,3<br />
1997 1998 1999 2000 2001 2002 2003<br />
PVD => projects in developing countries<br />
BG => Block grants<br />
ED => Development Education<br />
800<br />
700<br />
600<br />
500<br />
400<br />
300<br />
200<br />
100<br />
0<br />
417<br />
170<br />
179<br />
PVD engagements<br />
Number of projects<br />
1997-2003<br />
353<br />
140<br />
181<br />
404<br />
174<br />
180<br />
301<br />
83<br />
71<br />
238<br />
49<br />
6<br />
201<br />
44<br />
22<br />
185<br />
43<br />
27<br />
1997 1998 1999 2000 2001 2002 2003<br />
PVD => projects in developing countries<br />
BG => Block grants<br />
ED => Development Education<br />
PVD nombre de subventions<br />
PVD<br />
ED<br />
BG<br />
PVD<br />
ED<br />
BG<br />
38
Geographical distribution projects<br />
1997-2002<br />
180.000.000<br />
160.000.000<br />
140.000.000<br />
120.000.000<br />
100.000.000<br />
80.000.000<br />
60.000.000<br />
40.000.000<br />
20.000.000<br />
0<br />
GEO PVD 97-02<br />
1997<br />
1998<br />
1999<br />
2000<br />
2001<br />
2002<br />
Amérique centrale<br />
Amérique latine<br />
Asie<br />
Méditerrannée<br />
Pacifique<br />
Caraïbes<br />
Afrique subsaharienne<br />
Statistics for East Africa & Great Lakes<br />
Total operations<br />
co-financed 1993-2002 Ongoing projects<br />
Country<br />
Argentina<br />
Bolivia<br />
Brazil<br />
Chili<br />
Colombia<br />
Ecuador<br />
Paraguay<br />
Peru<br />
Uruguay<br />
Venezuela<br />
Total South<br />
America<br />
N° projects<br />
48<br />
142<br />
306<br />
107<br />
68<br />
84<br />
18<br />
171<br />
32<br />
36<br />
1012<br />
Total amount<br />
17.606.234<br />
60.291.827<br />
106.683.515<br />
33.900.602<br />
25.126.808<br />
34.319.429<br />
12.430.234<br />
66.960.095<br />
12.163.322<br />
16.501.780<br />
385.983.846<br />
Country<br />
Argentina<br />
Bolivia<br />
Brazil<br />
Chili<br />
Colombia<br />
Ecuador<br />
Paraguay<br />
Peru<br />
Uruguay<br />
Venezuela<br />
Total South<br />
America<br />
N° projects<br />
16<br />
42<br />
75<br />
25<br />
14<br />
26<br />
7<br />
32<br />
5<br />
16<br />
258<br />
Total amount<br />
9.719.318<br />
31.270.374<br />
43.165.570<br />
14.468.726<br />
9.347.948<br />
18.234.613<br />
6.806.139<br />
27.379.485<br />
5.238.378<br />
11.828.678<br />
177.459.229<br />
39
Management of budget line<br />
1988 - Revised general conditions (CSR admitted) + support to<br />
capacity building<br />
1998 - approval of Council Regulation n° 1658/98 (legal basis)<br />
1998 - reform of External Relations services in EC; harmonised rules<br />
& procedures for management of EC aid; creation of SCR (2001<br />
creation of EuropeAid)<br />
2000 - new general conditions for management of budget line and<br />
new standard grant contract: more strict contractual & financial<br />
follow-up;<br />
More strict selection rules: up to 2000, spontaneous applications;<br />
proposals discussed w/ EC task manager: EC official very often<br />
had a considerable input in project design; from 2000, system of<br />
call for proposals;<br />
2000 – general evaluation of budget line (only projects in PVD)<br />
Main conclusions/recommendations – in general projects w/ good<br />
results but no long term impact<br />
Strategic issues<br />
- Budget line lacks a coherent strategy; has no strategic focus; EC should begin a<br />
broad process of consultation w/ stakeholders; not enough poverty focused in<br />
terms of geographical coverage; not enough capacity building of southern<br />
partners; essentially demand driven; should assess and define more key<br />
characteristics & concepts of budget line; give particular & detailed attention to<br />
issue of access to budget line (urgent need to rationalise access to budget line);<br />
detailed study of current monitoring & evaluation systems; no strategic<br />
assessment since its creation; budget line should be a strategic fund w/ core<br />
purpose and aims;<br />
Management - improving the administration of appraisal process (lack of<br />
effective initial filtering system ; enormous backlog on appraisal of proposals;<br />
excessive focus on ex-ante, slow payment system, over onerous reporting<br />
system: impossible to manage effectively in its current format.<br />
40
2003 – New financial regulation approved in the framework of<br />
general reform of European Commission<br />
Stricter contractual & financial rules<br />
� Design costs no longer eligible<br />
� Interests on EC contribution should be returned to donor;<br />
� As a general rule, operation cannot start before the date of<br />
signature of the contract<br />
�Participation of EC in administrative costs to the maximum of<br />
7% of operation costs<br />
� Systematic audit of operation;<br />
� Bank guarantee mandatory for payments >1 M€<br />
Change in internal E. Commission decision process: approval &<br />
publication of E.Commission annual work programme<br />
ACTIVITIES SUMMARY 2003<br />
LINE<br />
B7-6000<br />
B7-6002<br />
Instrument PVD BG CP ED Objectif 3 CDC<br />
BUDGET 2003 Nr M€ Nr M€ Nr M€ Nr M€ Nr M€ Nr M€<br />
Amount 113 20 41,3 20 3 6<br />
Carry over 2002 11 7<br />
Received 1054 656 102 61 69 331 253 102,4 492 234<br />
Not selected 879 543 86 48 59 290 212 83,2 479 228<br />
Committed 175 11316+11 13+7 10 41,3 41+ 219,2+0,5 2 1,7 13 6<br />
PVD => Projects in developing countries<br />
BG => Block grants<br />
CP => Programmes*<br />
ED => Development Education<br />
CDC => Decentralized Cooperation<br />
*Note that all Programmes funded under 2003 budget were submitted on 2000 call for Proposals<br />
41
Region<br />
ACP<br />
Call for proposals 2003: statistics per region<br />
Central America<br />
South America<br />
ASIA<br />
Mediterranean<br />
NIS<br />
Global<br />
Argentina<br />
Bolivia<br />
Brazil<br />
Chili<br />
Colombia<br />
Ecuador<br />
Paraguay<br />
Peru<br />
Uruguay<br />
Venezuela<br />
TOTAL<br />
Country<br />
N° of proposals<br />
467<br />
295.894.930<br />
101<br />
62.526.774<br />
198<br />
113.575.151<br />
167<br />
104.283.812<br />
58<br />
39.699.891<br />
25<br />
14.596.487<br />
2<br />
2.250.000<br />
1054<br />
656.525.546<br />
N° and total amount of proposals<br />
submitted (except regional)<br />
N° of selected projects<br />
14<br />
7.224.141<br />
39<br />
26.006.181<br />
32<br />
20.830.912<br />
6<br />
3.085.702<br />
42<br />
17.812.243<br />
20<br />
13.100.175<br />
8<br />
3.244.314<br />
12<br />
12.278.118<br />
2<br />
1.136.220<br />
9<br />
4.541.010<br />
184<br />
Selected<br />
67<br />
47.655.040<br />
16<br />
12.448.322<br />
30<br />
17.185.978<br />
37<br />
21.086.475<br />
18<br />
10.843.095<br />
7<br />
3.758.344<br />
175<br />
112.977.254<br />
1<br />
1.102.350<br />
3<br />
1.730.038<br />
6<br />
4.295.394<br />
2<br />
978.922<br />
4<br />
1.330.584<br />
3<br />
1.129.403<br />
3<br />
1.035.292<br />
5<br />
3.948.855<br />
2<br />
1.136.220<br />
1<br />
498.750<br />
30<br />
42
TRENDS/PROBLEMS<br />
• Considerable change of pattern in 2000<br />
• From 2000 increased average size of projects (around 600.000€):<br />
• Stabilized number and size of co-financed projects in last 3 years<br />
• Oversubscription still increasing; growing popularity;<br />
• New demands, e.g. integration of civil society from 10 new MS,<br />
wider geographical coverage (Eastern Europe, Balkans, Central<br />
Asia);<br />
• Lack of strategic focus and doubts about overall impact; not enough<br />
complementarity w/ other EC policy instruments; what’s its added<br />
value?<br />
• Impact of EC reforms and procedures (system of call for proposals,<br />
stricter contractual rules, devolution process);<br />
• Lack of dialogue w/ all stakeholders;<br />
Dialogue with stakeholders – the Palermo process<br />
During 2003 – process of dialogue/consultation w/ ENGOs (through CONCORD,<br />
representing around 1200 rehabilitation and development ENGOs) and MS;<br />
started in April; seminar in late October in Palermo;<br />
Consensus reached on fundamental review of NGO co-financing scheme within<br />
the existing legal framework, namely on the following points:<br />
- To sharpen the identity of the budget line: more weight to quality of<br />
North/South partnerships, empowerment of civil society in public policy<br />
processes, build effective synergies w/ other actors, promote more integrated<br />
approaches to development and more innovation.<br />
- Strengthen the European Dimension of NGO co-financing ;<br />
- Increasing the focus and outreach of Development Education and<br />
Awareness raising, by promoting namely complementarity between DE/DA<br />
and NGO activities in developing countries; involve more systematically<br />
Southern civil society actors in DE/DA activities.<br />
- Develop new approaches and tools to assess impact; sharing of best<br />
practices; more investment on evaluation and impact studies;<br />
- Change modalities of management of budget line: adapt the evaluation grid<br />
to integrate new qualitative criteria, separate eligibility screening from project<br />
appraisal, test « concept notes » in 2005; evaluate impact of devolution on<br />
management of projects under this budget line, explore the scope for dialogue<br />
between EC and NGOs; take into account realities and added-value of NGOs<br />
from new MS during the eligibility and appraisal processes.<br />
43
Planning for 2004<br />
Still to be approved<br />
Instrument Allocation 2005<br />
193.800.000<br />
B7-6000 PVD 150.500.000<br />
B7-6000 BG 22.000.000<br />
B7-6000 CP 40.000.000<br />
B7-6000 ED 20.000.000<br />
B7-6000 ED Irish Presidency 275.000<br />
B7-6000 ED Dutch Presidency 275.000<br />
B7-6000 CONCORD 2004 750.000<br />
TOTAL 193.800.000 40.000.000<br />
B7-6002 CDC 6.000.000<br />
TOTAL 6.000.000<br />
2004: Devolution of thematic budget lines<br />
• Basic principle of External Relations reform<br />
(16 Mai 2000)<br />
• 2003 : Food security; Human rights Micro-projects,<br />
Refugees and Rehabilitation<br />
• 2004 : Other horizontal and thematic budget lines<br />
(NGO co-financing, decentralised co-operation,<br />
human rights and democracy projects, health,<br />
environment and forests, de-mining, drugs, gender)<br />
• For 21 02 03 - Mainly projects/contracts starting from<br />
2000<br />
• Call for proposals and selection process still<br />
centralised in Brussels; contracting and follow-up<br />
done by EC Delegations in beneficiary countries<br />
44
Operational concept<br />
New tasks and responsibilities for the Delegations :<br />
• Participation in the appraisal and selection of operations proposed<br />
for co-financing in the country<br />
• Contractual implementation: tenders and contracts<br />
• Financial implementation: commitments and payments<br />
• Technical implementation : approval of work-plans, monitoring<br />
• Audit of programmes and projects in the country<br />
• Evaluation of programmes and projects in the country<br />
Operational concept<br />
EuropeAid Headquarters should focus its activities on the<br />
following new tasks and responsibilities :<br />
• Ensure the publication and management of calls for proposals<br />
• Ensure the implementation of co-operation by country and by region<br />
• Develop procedures and working methods (thematic and technical)<br />
• Ensure the financing and management of non-devolved<br />
programmes/projects<br />
• For devolved programmes/projects, ensure their financing and provide<br />
support to Delegations<br />
• Ensure co-ordination, quality control and management control<br />
• Provide support to Delegations and carry out other functions<br />
• General evaluation of programmes and projects<br />
45
N° projects to « devolve » to Delegations<br />
Country<br />
Argentina<br />
Bolivia<br />
Brazil<br />
Chili<br />
Colombia<br />
Ecuador<br />
Paraguay<br />
Peru<br />
Uruguay<br />
Venezuela<br />
N° Ongoing projects<br />
4 (4)<br />
24 (5)<br />
28 (28)<br />
13 (2)<br />
11 (1)<br />
19 (8)<br />
5<br />
21 (5)<br />
3 (1)<br />
8 (7)<br />
Projects to commit in 2004<br />
1<br />
3<br />
6<br />
2<br />
4<br />
3<br />
3<br />
5<br />
2<br />
1<br />
Total foreseen<br />
Enlargement to 10 new MS<br />
• 10 new Member States will be part of EU<br />
from the 1st May 2004;<br />
• NGOs from new MS eligible already for<br />
new calls for proposals<br />
• Expected that in medium/long term weight<br />
of Eastern Europe and Central Asia as<br />
beneficiaries of budget line will increase<br />
5<br />
27<br />
34<br />
15<br />
15<br />
22<br />
8<br />
26<br />
5<br />
9<br />
46
Annex 3<br />
Background documents<br />
D. Presentation of the Contract Cycle. Katia<br />
Dimitrieff & Marlene Trutzenberger,<br />
EuropeAid/F2 (available in Spanish only)<br />
47
Ciclo del contrato para la linea 21 02 03 (ex<br />
B7-6000 cofinanciación ONGs)<br />
http://europa.eu.int/comm/europeaid/projects/ong_cd/index_en.htm<br />
PUNTOS A ABORDAR<br />
• CONVOCATORIA<br />
• SELECCIÓN<br />
•CONTRATO<br />
• <strong>INFORME</strong>S & PAGOS<br />
48
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
CONVOCATORIA<br />
A PARTIR DE LA PUBLICACIÓN DE LA<br />
CONVOCATORIA<br />
• +/- 4 MESES PARA PRESENTAR LA<br />
PROPUESTA<br />
• +/- 6 MESES PARA LA EVALUACIÓN<br />
& LA SELECCIÓN<br />
• +/- 2 MESES PARA ESTABLECER EL<br />
CONTRATO<br />
= +/- PROCESO DE UN AÑO<br />
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
A.C.E.<br />
CONFORMIDAD<br />
ADMINISTRATIVA &<br />
ELEGIBILIDAD<br />
SELECCIÓN<br />
=><br />
EVALUACIÓN<br />
DE LAS<br />
PROPUESTAS<br />
ELEGIBLES<br />
49
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
1a ETAPA DE LA SELECCIÓN:<br />
COMITÉ A.C.E.<br />
Conformidad<br />
• Llegada en el plazo previsto<br />
• Formularios previstos & documentos solicitados<br />
Elegibilidad<br />
• Elegibilidad del/de los solicitante(s) europeos (CSR)<br />
(muchas solicitudes han llegado de ONGs locales)<br />
• Elegibilidad del/de los socio(s) local(es)<br />
• Elegibilidad de la acción<br />
• Presupuesto (75% CE / 15% fondos privados UE)<br />
1a ETAPA DE SELECCIÓN:<br />
COMITÉ A.C.E.<br />
COMITÉ<br />
ACE<br />
ELEGIBLE?<br />
NO<br />
RECHAZO ACE<br />
13% de las<br />
propuestas para<br />
2002<br />
SÍ<br />
EVALUACIÓN<br />
50
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
2 EXPERTOS<br />
FORMULARIO DE<br />
EVALUACIÓN<br />
2a ETAPA DE SELECCIÓN:<br />
EVALUACIÓN DE LAS PROPUESTAS<br />
COMITÉ DE<br />
EVALUACIÓN<br />
RESPONSABLE<br />
PROYECTO<br />
CE RESPONSABLE<br />
GEOGRAFICO<br />
OPINIÓN<br />
<strong>DEL</strong>EGACIÓN CE<br />
OPINIÓN<br />
COMPOSICIÓN <strong>DEL</strong> COMITE DE EVALUACIÓN<br />
ELEGIDO POR EL DIRECTOR DE LA F<br />
PARA CADA EJERCICIO<br />
Presidente +<br />
Secretario<br />
Miembros (1-3)<br />
Miembros (1)<br />
Miembros (1)<br />
Oyentes<br />
Unidad<br />
financiera (F6)<br />
Unidad<br />
operacional (F2)<br />
DEV<br />
RELEX<br />
Gestores F2<br />
No votantes<br />
Votantes<br />
Votante<br />
Votante<br />
No votantes<br />
51
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
2a ETAPA DE LA SELECCIÓN:<br />
EVALUACIÓN DE LAS PROPUESTAS<br />
5 CRITERIOS<br />
• Pertinencía<br />
• Metodología<br />
• Viabilidad<br />
• Presupuesto & eficiencia financiera<br />
• Capacidad técnica & de gestión por parte<br />
del solicitante & sus socios<br />
PROBLEMAS FREQUENTES EN LA<br />
EVALUACIÓN DE LAS PROPUESTAS<br />
• Confusión entre objetivo general y objetivos específicos<br />
• Falta de indicadores objetivamente verificables<br />
• Marco lógico incoherente<br />
• Viabilidad financiera insuficientemente demostrada<br />
• Presupuesto poco detallado (salarios mensuales), divergencia entre<br />
presupuesto y descripción<br />
• Costos exageradamente elevados (viajes, per diem, personal expatrido)<br />
• Poca información sobre la experiencia del socio local<br />
• Población beneficiaria mal definida o no realmente necesitada<br />
• No se demuestra la experiencia de todos los miembros del consorcio<br />
• Presentación imprecisa y poco concisa a menudo con anexos<br />
demasiado voluminosos<br />
52
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
2a ETAPA DE LA SELECCIÓN:<br />
EVALUACIÓN DE LAS PROPUESTAS<br />
COMITÉ DE<br />
EVALUACIÓN<br />
SELECCIONADO?<br />
NO<br />
RECHAZO<br />
70% de las<br />
propuestas para<br />
2002<br />
SÍ<br />
CONTRATO<br />
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
ESTABLECIMIENTO <strong>DEL</strong> CONTRATO<br />
ONG CE<br />
ELEMENTOS A PRECISAR<br />
�Presupuesto & gastos elegibles<br />
�Previsión de pagos<br />
�Auditoría<br />
�Acción (fecha de comienzo, duración etc.)<br />
53
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
ESTABLECIMIENTO <strong>DEL</strong> CONTRATO<br />
NUEVO REGLAMENTO FINANCIERO = LA LEY – 01/01/2003<br />
�Gastos de concepción no elegibles<br />
� Los Intereses percibidos sobre la contribución CE son<br />
considerados como « contribución extra » a deducir<br />
� La fecha de comienzo no puede ser anterior a la fecha de<br />
firma de contrato, salvo excepción justificada<br />
�Gastos administrativos (max 7%)<br />
� Supresión de los imprevistos !<br />
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
ESTABLECIMIENTO <strong>DEL</strong> CONTRATO<br />
TEXTOS INVARIABLES<br />
(Decisiones del Consejo o de la Comisión)<br />
� Condiciones generales de cofinanciación de proyectos realizados en<br />
paises en desarrollo con las ONGs (VIII/505/99)<br />
(por ejemplo: max 5 años para un proyecto/3 años para una DG)<br />
�Guía practica para los precedimientos contractuales de la ayuda<br />
externa<br />
� Condiciones generales aplicables a los contratos de subvención de<br />
la CE (Anexo II del contrato)<br />
TEXTOS VARIABLES<br />
�Condiciones especifica al contrato, descripción tecnica (anexo I) &<br />
Presupuesto ( Anexo III)<br />
+ modificable por addendum<br />
54
CAMBIOS SUJETOS A UN ADDENDUM<br />
O DEROGACIÓN<br />
Addendum<br />
• Fecha de comienzo<br />
• Duración (limitada a 60 meses para los proyectos /36<br />
meses para las donaciones globales)<br />
• Presupuesto (toda variación por rubrica de más del 10%-<br />
15% a partir de 2003)<br />
• Variaciones que afecten al anexo I<br />
Derogación - Regla de origen (interpretación F2)<br />
- origen europeo o del país beneficiario sin derogación<br />
- otros origenes con derogación<br />
Nota: Este tema se está discutiendo con los servicios<br />
implicados con el propósito de llegar a un consenso<br />
CONVOCATORIA => SELECCIÓN => CONTRATO => <strong>INFORME</strong>S & PAGOS<br />
<strong>INFORME</strong>S & PAGOS<br />
Algunos principios<br />
�Todos los pagos de la CE = anticipo previo a la aprobación<br />
del informe final<br />
�Pagos versus informes técnicos & financieros + Solicitud<br />
de pago + Auditoria prevista en el contrato<br />
�Pagos si gastos elegibles = 70% del último pago anterior +<br />
100% de los anteriores, intereses incluidos<br />
�Si gastos < pagos CE => reembolso al final<br />
� Información incompleta o errónea = pago suspendido<br />
55
“Si dudas entre dos cosas, elige la que pueda mejorar<br />
la vida del hombre más miserable.” Ghandi<br />
56
Annex 3<br />
Background documents<br />
E. Presentation regarding the impact and<br />
sustainability of actions. DESCO (Peru)<br />
(available in Spanish only)<br />
57
desco<br />
Seminario<br />
LECCIONES APRENDIDAS DE LAS<br />
ACCIONES COFINANCIADAS CON LAS ONG<br />
Comisión Europea<br />
desco<br />
Cuestiones estratégicas<br />
SOSTENIBILIDAD E IMPACTO<br />
en el desarrollo rural<br />
Heterogeneidad del contexto rural<br />
� Diversidad en la distribución de los activos<br />
entre las familias rurales<br />
–Capital natural<br />
– Capital financiero<br />
– Capital humano<br />
– Capital social<br />
– Capital físico<br />
1<br />
23/04/2004<br />
2<br />
23/04/2004<br />
58
Heterogeneidad del contexto rural<br />
� Diferentes posibilidades de explotación de<br />
los activos según ausencia o presencia de<br />
múltiples factores<br />
desco<br />
– Mercados<br />
– Sistemas viales<br />
– Servicios públicos, etc.<br />
Estrategias de vida<br />
� Activos disponibles, oportunidades del<br />
contexto y expectativas, definen diferentes<br />
estrategias de vida<br />
desco<br />
–Emigración<br />
– Actividades múltiples<br />
– Actividades agropecuarias<br />
3<br />
23/04/2004<br />
4<br />
23/04/2004<br />
59
Estrategias de vida<br />
� Las diferentes opciones de vida no son<br />
excluyentes al interior de una misma<br />
localidad<br />
� Economía rural NO es sinónimo de<br />
economía agrícola<br />
� Economía rural NO se desarrolla de<br />
manera exclusiva en el espacio rural<br />
desco<br />
Estructuras sociales e institucionales<br />
� Las propuestas de desarrollo no deben considerar<br />
sólo una oferta de aspectos técnicos y<br />
productivos<br />
� Existen estructuras sociales e institucionales que<br />
afectan a los activos y las estrategias de vida de<br />
las familias<br />
desco<br />
– Explotación de los activos<br />
– Acceso y control de activos<br />
– Transformación y comercialización<br />
5<br />
23/04/2004<br />
6<br />
23/04/2004<br />
60
Diagnósticos, estudios de base y<br />
sistematizaciones<br />
� Proyectos como hipótesis a probar<br />
� Avances<br />
desco<br />
- Participación<br />
– Indicadores cuantitativos y análisis<br />
cualitativos<br />
– Atención a carencias y potencialidades del<br />
contexto<br />
– Demandas y expectativas, compromisos y<br />
aportes de población<br />
Diagnósticos, estudios de base y<br />
sistematizaciones<br />
� Deficiencias<br />
desco<br />
– No siempre se cuenta con los recursos<br />
necesarios<br />
– No siempre se dispone del tiempo suficiente<br />
– Los escasos resultados y estudios son poco<br />
difundidos<br />
7<br />
23/04/2004<br />
8<br />
23/04/2004<br />
61
Articulación al mercado<br />
� Circuitos económicos<br />
desco<br />
– Articulan diversas actividades alrededor de un<br />
producto o servicio en distintos espacios<br />
– Representan procesos en curso donde existen intereses<br />
e inversiones locales<br />
� Iniciativas empresariales<br />
– Amplia gama de actividades económicas impulsadas<br />
por inversiones familiares e individuales<br />
– Su crecimiento o expansión puede generar efecto de<br />
arrastre<br />
Articulación al mercado<br />
� Acciones colectivas<br />
desco<br />
– Excesiva injerencia de los proyectos<br />
– Necesidad de enfoque distinto (revisar<br />
cooperativismo)<br />
9<br />
23/04/2004<br />
10<br />
23/04/2004<br />
62
Aportes locales<br />
� El aporte de mano de obra está muy<br />
difundido<br />
� Tendencia a exigir aportes materiales y<br />
monetarios<br />
� Evaluar situaciones de extrema<br />
descapitalización de unidades económicas<br />
� Diferentes sistemas de aportes con plazos<br />
diferidos y en especies<br />
desco<br />
Alternativas tecnológicas<br />
� Evaluar las prácticas y técnicas tradicionales<br />
� Evaluar la infraestructura productiva existente<br />
� Ofrecer espacios para la experimentación<br />
� Mostrar con claridad la mayor rentabilidad<br />
económica de las propuestas<br />
� Aprovechar las formas organizativas locales<br />
desco<br />
11<br />
23/04/2004<br />
12<br />
23/04/2004<br />
63
Recursos humanos locales<br />
� Formación de promotores como garantía para la difusión<br />
y sostenibilidad de propuestas<br />
� Principales aspectos a considerar<br />
– Criterios de selección claros con respaldo de organizaciones<br />
locales<br />
– Formación teórica y práctica (participación en los proyectos)<br />
– Equipamiento mínimo<br />
– Incentivar formas de asociatividad<br />
– Fomentar el establecimiento de relaciones institucionales<br />
� Recursos humanos que contribuyen más allá de los<br />
conocimientos técnicos adquiridos<br />
desco<br />
Coordinación institucional<br />
� La disposición a coordinar y establecer objetivos<br />
comunes es todavía limitada entre las ONG<br />
� La ejecución de proyectos en consorcio tiene<br />
evidentes ventajas<br />
desco<br />
– Alienta la complementariedad temática y territorial<br />
– Uso más eficiente de recursos ampliando coberturas<br />
– Fomenta el intercambio de experiencias y<br />
conocimientos<br />
– Propuestas adquieren mayor peso para su debate<br />
13<br />
23/04/2004<br />
14<br />
23/04/2004<br />
64
Participación de gobiernos locales<br />
� Mayores facultades para intervenir en<br />
temas productivos, económicos y rurales<br />
� Gobiernos locales ofrecen múltiples<br />
formas de apoyo a proyectos<br />
� Incorporación de temas productivos en<br />
agendas de trabajo<br />
� Tendencia a buscar formas de relación que<br />
superen los apoyos puntuales<br />
desco<br />
Fortalecimiento institucional<br />
� Tema de especial importancia por los procesos<br />
nacionales de democratización y<br />
descentralización<br />
� Involucra desde instancias comunales hasta el<br />
gobiernos regionales<br />
� Elemento común en la mayoría de experiencias:<br />
planes estratégicos de desarrollo<br />
� Condiciones favorables por mecanismos y<br />
procedimientos de participación y transparencia<br />
(presupuestos participativos)<br />
desco<br />
15<br />
23/04/2004<br />
16<br />
23/04/2004<br />
65
Annex 4:<br />
Questionnaire previous<br />
to the Seminar and<br />
Synthesis of the<br />
answers received<br />
66
CONFERENCE LIMA 29-30 th March 2004<br />
‘LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOs’<br />
QUESTIONNAIRE PRECEEDING THE CONFERENCE<br />
We have the pleasure to contact you in order to prepare the conference “Lessons learnt from<br />
actions co-financed with NGOs” organised by the European Commission, EuropAid/F/2, in<br />
Lima the 29-30 th March 2004.<br />
As external consultants selected for this conference, we, Luisa María Aguilar Tiraboshi,<br />
Moderator, and Dominique Bourgault, Young Expert, have prepared a questionnaire which will<br />
help us targeting the topics to be discussed during the seminar.<br />
Through this questionnaire, we intend to know more about your own experience in some<br />
specific aspects and possibly facilitate the exchange of experience and good practices.<br />
We would be grateful if you could fill it in and send it back to us by email at the following<br />
address: Dominique_bourgault@art-consult.be, with Cc to: aguilar@tiscali.be, preferably<br />
before the 12 th March 2004.<br />
We thank you very much for your time and collaboration and are looking forward to meet you.<br />
Dominique Bourgault, Luisa María Aguilar Tiraboshi,<br />
Young Expert Moderator<br />
Mobile: +32 496.53.25.12 Mobile:+32 477.802.892<br />
Fax: +32 2 539.22.63 Tel/Fax: +32 16.22.11.00<br />
Dominique_bourgault@art-consult.be aguilar@tiscali.be<br />
--------------------------------------------------------<br />
67
QUESTIONS RELATED TO THE INSTRUMENTS USED IN THE CONTEXT OF B7-6000<br />
The allocation of the funds under budget line B7-6000 is done according to three types of<br />
instruments:<br />
� PROJECT: a one-off sustainable operation comprising activities to be carried out<br />
within a relatively short period of time (maximum 5 years)<br />
� BLOCK GRANT: flexible financing tool for smaller-scale activities covered by a single<br />
contract<br />
� (CONTRACT-)PROGRAMME: set of sustainable development activities and/or<br />
processes designed as part of a coherent long-term approach geographically and/or<br />
sectorally consistent.<br />
1. With which type of instruments have you been working? (please check the box(es) by clicking<br />
twice inside the box)<br />
� Project � Block Grant � Contract-programme<br />
2. With which type of instruments would you prefer to work? (one single answer)<br />
� Project � Block Grant � Contract-programme<br />
3. Why would you prefer this specific instrument?<br />
4. To your opinion, what are the positive aspects of the instrument(s) you have experienced?<br />
Project<br />
Block Grant<br />
Contract-programme<br />
5. To your opinion, what are the negative aspects of the instrument(s) you have<br />
experienced?<br />
Project<br />
Block Grant<br />
Contract-programme<br />
6. If you have any suggestions or remarks to improve these instruments, could you please<br />
quote them here. More specifically, how could these instruments be improved so as to<br />
better serve the objectives and priorities of the budget line?<br />
7. Do you consider the project(s) that you implemented in the context of B7-6000 financing<br />
was/were of an innovative nature? � YES � NO<br />
QUESTIONS RELATED TO THE PARTNERSHIP<br />
8. What are the criteria used by your NGO in order to identify potential new partners?<br />
68
9. What are the main difficulties encountered in the selection of your NGO’s partner(s)?<br />
10. To your opinion, what are the positive aspects of the partnership in place and the main<br />
difficulties you experienced to this respect?<br />
Positive aspects<br />
Difficulties<br />
encountered<br />
11. According to your NGO’s own experience, who are the stakeholders involved into the<br />
project formulation?<br />
� European NGO � Local authorities<br />
� Latin American NGO � Beneficiaries organisation<br />
� Others<br />
12. According to your NGO’s own experience, who are the stakeholders involved into the<br />
project implementation?<br />
� European NGO � Local authorities<br />
� Latin American NGO � Beneficiaries organisation<br />
� Others<br />
13. What would you foresee in order to improve your partnership?<br />
QUESTIONS RELATED TO THE MONITORING SYSTEM & THE EVALUATION OF THE<br />
IMPACT OF THE PROJECTS / PROGRAMMES FINANCED UNDER B7-6000 =><br />
EXCHANGE OF EXPERIENCES<br />
14. Is there a monitoring system designed for the project(s) implemented? � YES � NO<br />
If yes, please continue with question 15. If no, please go to question 17.<br />
15. Can you please briefly describe the methodology and the main indicators used?<br />
16. According to your experience, what are the main problems encountered in monitoring the<br />
project(s)? (please continue with question 18)<br />
69
17. If no monitoring system is in place, can you please mention the main reasons/<br />
bottlenecks?<br />
18. In the context of project implementation, are you using benchmarking? � YES � NO<br />
19. What kind of initiatives has taken your NGO in order to measure the impact of the<br />
implemented projects?<br />
20. Was an evaluation conducted on the impact of the projects implemented? � YES � NO<br />
If no, please go to question 24<br />
21. If yes, could you please briefly describe the type of project and the methodology used to<br />
measure the impact?<br />
22. Would it be possible to receive a copy of the executive summary? � YES � NO<br />
23. Does the impact evaluation give enough results in order to be used as case study during<br />
the conference? � YES � NO<br />
OTHER THEMES TO BE DISCUSSED DURING THE CONFERENCE<br />
24. Is there any important issues that you would wish to be raised during the conference?<br />
--------------------------------------------------<br />
Thank you for sending this questionnaire by email to:<br />
- Mrs Dominique Bourgault: Dominique_bourgault@art-consult.be<br />
with Cc to:<br />
- Mrs Luisa María Aguilar Tiraboshi: aguilar@tiscali.be<br />
70
CONFERENCE LIMA 29-30 th March 2004<br />
‘LESSONS LEARNT FROM ACTIONS CO-FINANCED WITH NGOs’<br />
QUESTIONNAIRE PRECEEDING THE CONFERENCE<br />
This report intends to present a summarised version of the answers collected in relation to a questionnaire sent to<br />
the participants so as to prepare the conference. A first version was presented the 19/03/2004 to the<br />
EC/EuropeAid/F2 on the basis of the 11 answers received at that time. This present version includes the content of<br />
7 additional answers received since then.<br />
NUMBER OF QUESTIONNAIRES RECEIVED: 18<br />
1. TYPE OF INSTRUMENTS USED IN THE CONTEXT OF B7-6000 (questions 1 to 7)<br />
Used Preferred<br />
PROJECT 51.72 % 36.36%<br />
BLOCK GRANT 41.38 % 13.64 %<br />
CONTRACT-PROGRAMME 6.90 % 50.00 %<br />
Reasons:<br />
PROJECT Duration / size<br />
Concentrated activities<br />
Allows coaching, a larger cooperation than BG, planning and a more<br />
stable relationship with partners<br />
Allows monitoring and evaluation<br />
Most adapted to activity of organisation<br />
Philosophy of the contract-programme is interesting but hardly applicable<br />
with respect to the financial requirements<br />
Allows medium and long term strategies<br />
Duration / size<br />
BLOCK GRANT<br />
CONTRACT-PROGRAMME<br />
PROJECT<br />
THE POSITIVE ASPECTS OF THE<br />
INSTRUMENT<br />
VARIETY OF ACTIONS: (18.52% of answers)<br />
- various activities aiming at 1 objective<br />
- actions linked to various priorities of local offices<br />
- innovation in the solutions applied<br />
- not earmarked in terms of countries, themes &<br />
priorities<br />
MANAGEMENT: (25.93% of answers)<br />
- manageable dimension / administrative costs<br />
rather low<br />
- combination with other financial sources<br />
- reasonable financial resources requested to<br />
NGO<br />
- independence in managing the projects &<br />
Very useful for smaller grass-root partners + flexible<br />
Duration / sustainable solutions<br />
Allows strategic approach (long-term), a more global & sustainable vision<br />
of development<br />
Allows holistic and integrated country-wide or regional approach<br />
Intervention global & complete<br />
Allows multi-sectoral & multi-actor approach<br />
Less administrative hurdles<br />
Allows institutional building for NGO<br />
Allows to make the micro-macro connections<br />
Allows cooperation with other European NGOs (European network)<br />
starting from the strategic plans of the partners<br />
THE NEGATIVE ASPECTS OF THE INSTRUMENT<br />
MANAGEMENT OF PROJECT: (27.50%)<br />
- lack of flexibility (12.50%)<br />
- long procedures to introduce modifications<br />
- high effort for proposals with respect to probability for<br />
acceptance<br />
- complex budget structure<br />
- % of administrative costs too low<br />
- irregular financial flow from part of EC > European NGO<br />
has to pre-finance actions of partner(s)<br />
- difficulties for planning & budget implementation<br />
71
activities<br />
PARTNERSHIP: (14.81% of answers)<br />
- allows intensive support to partners<br />
- allows establishing stable relationship<br />
- allows institutional capacity building and<br />
empowerment of partners & southern org.<br />
OTHER CONSIDERATIONS:<br />
- reasonable funds for action (11.11%)<br />
- monitoring possible (7.41%)<br />
- allows long/medium term objectives (22.22%)<br />
BLOCK GRANT<br />
THE POSITIVE ASPECTS OF THE<br />
INSTRUMENT<br />
TYPE OF ACTIONS:<br />
- allows dealing with specific needs (7.69%)<br />
- allows rapid answer to demand (3.85%)<br />
- allows to focus on themes difficult to fund / pilot<br />
projects / new actions (19.23%)<br />
- allows implementation of actions in more than 1<br />
country / thematic actions (7.69%)<br />
MANAGEMENT:<br />
- small size (7.69%) & flexible (26.92%)<br />
- helps integrating different projects already going<br />
on in NGO (3.85%)<br />
PARTNERSHIP:<br />
- accessible to initiatives/groups which do not<br />
have lobby nor donor relations (3.85%)<br />
- possible to test new partners (11.54%)<br />
- allows high responsibility / ownership from part of<br />
executing agency (3.85%)<br />
OTHER CONSIDERATIONS:<br />
- allows broadened experience and learning<br />
(3.85%)<br />
CONTRACT-PROGRAMME<br />
THE POSITIVE ASPECTS OF THE<br />
INSTRUMENT<br />
APPROACH: (33.33%)<br />
- allows general orientations > better flexibility<br />
- allows strategic long term view<br />
- allows sustainable developing processes<br />
ROLE OF EC: (32.50%)<br />
- bureaucracy / inflexible management from part of EC<br />
- lack of monitoring done by EC<br />
- poor coordination EC Bxl / Delegations<br />
- time needed between submission and acceptance/contract<br />
(1-3 years) > project design not anymore in line with needs<br />
- EC management requirements are not in line with<br />
development reality & constraints faced when<br />
implementing projects<br />
- focus on the financial side rather than on the content<br />
(objectives & expected results)<br />
- no clear agenda for submission of proposals<br />
NEW REGULATION: (10.00%)<br />
- no extension possible<br />
- reduced flexibility for project proposal (in line with<br />
CSP/RSP)<br />
- reduced value added of budget line (CSP/RSP)<br />
- complex & oppressive (eg. Rule of origin)<br />
OTHER ASPECTS:<br />
- co-financing requirements still too high (2.50%)<br />
- duration too short, no long term strategy making it difficult<br />
to assess the impact of the instrument (10.00%)<br />
- impact more localised and hence more reduced (2.50%)<br />
THE NEGATIVE ASPECTS OF THE INSTRUMENT<br />
ACTIONS: (31.58%)<br />
- too small dimension<br />
- low impact<br />
- low means<br />
- limited in time<br />
ADMINISTRATION OF PROJECT: (15.79%)<br />
- difficult & costly<br />
- difficulties in planning & implementation<br />
ROLE OF EU: (31.58%)<br />
- bureaucracy / inflexible management from part of EU<br />
- length for approval<br />
- no clear agenda for submission of proposals<br />
- cost of submission<br />
NEW REGULATION: (10.53%)<br />
- reduced flexibility for project proposal (in line with<br />
CSP/RSP)<br />
- reduced value added of budget line (CSP/RSP)<br />
- complex & oppressive (e.g. Rule of origin)<br />
OTHER CONSIDERATIONS:<br />
- difficult to access to this type of financing (5.26%)<br />
- a specific audit has to be chosen but it doesn't help the<br />
NGO's general Audit (5.26%)<br />
THE NEGATIVE ASPECTS OF THE INSTRUMENT<br />
MANAGEMENT: (50.00%)<br />
- difficult & costly to manage<br />
- time consuming<br />
- not flexible<br />
- high efforts for supervision<br />
72
IMPACT:<br />
- regional impact possible (11.11%)<br />
- impact at institutional level (work in close<br />
contact) (11.11%)<br />
PARTNERSHIP: (33.33%)<br />
- networking between partners<br />
- better & deeper partnership<br />
- enforcement of European dimension<br />
OTHER CONSIDERATIONS: (11.11%)<br />
- efficient actions benefiting to vulnerable groups<br />
SUGGESTIONS TO IMPROVE THE INSTRUMENTS<br />
ACTIVITIES<br />
- more emphasis on innovation<br />
- more emphasis on capacity-building<br />
- stimulate multi-actor approaches<br />
- projects selected should complement CSP/RSP<br />
ROLE OF EC: (30.00%)<br />
- EC not clear on how it should work<br />
- procedure for approval too slow<br />
- although EC presents it as a strategic instrument going<br />
beyond the idea of service/goods deliveries to<br />
beneficiaries, it is managed as a simple addition of several<br />
projects<br />
NEW REGULATIONS: (10.00%)<br />
- reduced flexibility for project proposal (CSP/RSP)<br />
- reduced value added of BL (CSP/RSP)<br />
OTHER CONSIDERATIONS: (10.00%)<br />
- make it possible to work at higher scale (integral projects)<br />
MANAGEMENT<br />
- more attention to content of the project rather than on administrative & financial part<br />
- improve administrative management (screening, decision-making process, transparency in approval process,<br />
etc.)<br />
- use summarised project documents for pre-selection which would help making the proposals fit into a long term<br />
approach with the beneficiary-groups<br />
- fixed planning for submissions (January-March each year), approval (July-August), contract and 1 st payment<br />
(December of the same year at the latest)<br />
- more attention / flexibility to implementation process; Allow modifications of projects<br />
- avoid financial droughts between 2 budget phases<br />
- reporting system: adapt the date to real start of project (and not according to contract)<br />
- evaluations should be done ex-post and not ex-ante<br />
- modify eligibility criteria<br />
ROLE OF EC:<br />
- more clarity on the purpose of each instrument<br />
- publish thematical & geographical priorities per country<br />
- favouring EU products is unacceptable<br />
- develop models for monitoring & final reports (annex to the manual of instructions)<br />
- implement CONCORD (Palermo) recommendations<br />
PARTNERSHIP:<br />
- reinforce partnership between European and local NGOs<br />
- reinforce role of Delegation / NGO’s local representation<br />
- more trust between EU/NGOs<br />
OTHER CONSIDERATIONS:<br />
- allow extensions of projects<br />
- foresee second phase for projects > consolidation & multiplication of achievements<br />
- increase the budget line<br />
!!!!!!!!Do not forget that we are dealing with human lives!!!!!!!!<br />
INNOVATIVE ASPECT OF PROJECTS/PROGRAMMES IMPLEMENTED<br />
94.12% of the NGOs consider their project/programme is innovative, 5.88% it is not.<br />
73
2. THE PARTNERSHIP<br />
THE CRITERIA USED BY NGOS<br />
Based on history/identity, general functioning, ideology, network capacities<br />
HISTORY / IDENTITY OF PARTNER<br />
- experience / history of the partner<br />
- type of activities implemented; technical competence in the field of the project<br />
- local / grass-rooted organisations; link with target group(s); favouring social changes<br />
- impact of the partner’s action on its environment<br />
GENERAL FUNCTIONING<br />
- adequate managerial & organisational capacities<br />
- involvement in the management of the action co-financed<br />
- democratic functioning of the partner (decision-making process)<br />
- internal atmosphere & motivation<br />
IDEOLOGY OF PARTNER:<br />
- common (or coincident) vision and mission<br />
- gender approach<br />
NETWORK CAPACITIES:<br />
- local financial support<br />
- relation with other institutions (including local government), trade unions and grass-root organisations<br />
(references)<br />
OTHER CRITERIA:<br />
- analysis of context & strategic approach (innovative, practical, low costs)<br />
- consistency of cooperation proposal<br />
- previous experience with partner<br />
- potentiality to develop capacities of local partners in order to achieve sustainability of work<br />
- personal visits<br />
THE MAIN DIFFICULTIES ENCOUNTERED IN THE SELECTION OF YOUR NGO’S PARTNER(S)<br />
GENERAL<br />
- lack of tangible information<br />
- in some countries, lack of strong civil society or organisations<br />
PARTNER CAPACITIES:<br />
- poor technical & management capacities<br />
- lack of knowledge and instruments to formulate project proposal<br />
- weak internal structures for planning and mainstreaming (long term investment required)<br />
- capability in understanding the administrative rules required by EC and management of the funds (timetable,<br />
financial constraints)<br />
- in very poor or remote areas, difficult to find strong organisations with qualified staff<br />
PARTNER INVOLVEMENT:<br />
- instability of the partner organisation (staff, economic crisis, objectives, working style, etc.)<br />
- staff of the organisation may not be the most adequate for the realisation of projects > working compromises<br />
- lack of realism with respect to the capacity to manage various project at the same time<br />
- difficult to measure the level of responsibility of the partner<br />
PARTNER ORIENTATIONS:<br />
- limited strategic vision<br />
- finding similar affairs / areas of intervention<br />
PARTNER = GOVERNMENT AUTHORITIES<br />
- difficulties in negotiation procedures with government authorities<br />
- weak commitment and instability of government partners<br />
OTHER CONSIDERATIONS:<br />
- difficult to measure the global impact of the partnership<br />
- difficult to measure the real impact of the work implemented by the partner organisation<br />
74
POSITIVE ASPECTS OF<br />
THE PARTNERSHIP<br />
DIFFICULTIES<br />
ENCOUNTERED<br />
LEARNING PROCESS / EXCHANGE OF EXPERIENCES<br />
- mutual learning process; sharing of know-how (technical, organisational,<br />
experiences) helping the partners to apply to other donors or European NGOs;<br />
strengthening<br />
- personal contact with partner<br />
- cultural understanding; respect preferences and autonomy of the partners<br />
KNWOLEDGE OF LOCAL REALITY / COMMON STRATEGY<br />
- they add a new dimension and points of view to our own ones<br />
- sharing information between North/South<br />
- common agenda in poverty reduction<br />
- common reflection leading to a better definition of the needs<br />
- evolution from a simple funding relationship to a wider approach where strategic and<br />
political aspects are central<br />
IMPROVING PROJECT IMPLEMENTATION<br />
- local participation, cultural intermediation between technical proposal of the project<br />
and the reality of the target groups/ stakeholders<br />
- reaching areas that NGO could not reach<br />
- efficient implementation of operations<br />
- qualified professional local knowledge<br />
- smooth co-operation / reliable partners<br />
- big, well structured and planned investment in a short period of time towards clear<br />
objectives and results<br />
OTHER ASPECTS<br />
- development of new contacts<br />
- helps guarantying sustainability of action<br />
- defending partner results in Europe<br />
PARTNERS CAPACITIES & WORKING METHODS<br />
- lack of knowledge of partner regarding EU general conditions and EU development<br />
instruments (logical framework)<br />
- difficult for partner to transfer practical based work into theoretical formulations<br />
- weakness in planning and mainstreaming<br />
- differing working methods; local partners having their own monitoring system which<br />
does not fit to the EU requirements<br />
- lack of capacity meaning increased costs<br />
- need for strengthening and train local staff<br />
SUSTANABILITY OF PARTNER ORGANISATION<br />
- dependency of local NGOS regarding economic situation and the policies of external<br />
donors<br />
- long-term sustainability of the partner<br />
COORDINATION / PARTNERSHIP<br />
- involvement of local partner in decision making process; achieving co-responsibility<br />
for project implementation<br />
- interests and priorities of partners can be differing<br />
- difficulty in reaching a real partnership in which the European NGO is not considered<br />
as source of financing but as a real actor of the thinking process and in the project<br />
instruction<br />
- difficulties to implement changes<br />
- difficulties in starting a new partnership (new country/region)<br />
- restricted funds do not permit intensive personal presence<br />
- little space for preparation, follow-up and contents definition of the project or<br />
development-strategy which limits risk-taking, innovation, changes and broad multiactor<br />
approaches (more difficult to manage). As the project needs to be welldesigned<br />
and planned, only the less risky projects which are easier to manage are<br />
submitted to the EC<br />
INSTITUTIONAL PARTNERS<br />
- long-term instability and weak persistency of the policies<br />
OTHER ASPECTS<br />
- delays in funding alter the programming of activities<br />
- respect of the timing<br />
75
According to your NGO’s own experience, who are the stakeholders involved into the project<br />
formulation/implementation?<br />
Project Project<br />
formulation implementation<br />
European NGO: 23.21 % 22.43 %<br />
Latin American NGO: 26.79 % 28.04 %<br />
Local authorities: 12.50 % 14.02 %<br />
Beneficiaries organisation: 28.57 % 33.64 %<br />
Others 8.93 % 1.87 %<br />
OTHER ASPECTS IN ORDER TO IMPROVE YOUR PARTNERSHIP IN THE FUTURE<br />
STRENGTHENING PARTNERS CAPACITIES & HARMONISING WORKING METHODS<br />
- long term capacity building of partners; strengthen managerial and financial capacities of partners by<br />
delegation of technical & managerial activities to the local partner and by sharing guidelines, codes of<br />
conduct & internal procedures<br />
- better planning and mainstreaming with partners<br />
- training local personnel<br />
- support on context analysis, design of development strategies, exchange on business plans and<br />
working documents, technical support and thinking around priority themes, interventions validation and<br />
learning, benchmarking<br />
SUSTANABILITY OF PARTNER ORGANISATION<br />
- check the sustainability of partners<br />
- facilitate the access to financing sources for the local partner<br />
COORDINATION / PARTNERSHIP<br />
- establishing from the very beginning clear rules for the relationship<br />
- more intensive coordination through visits, meetings and email<br />
- local representative appointed in each country where projects are implemented<br />
- involvement of partners into decision making process (> exchange of information) and all phases of the<br />
project<br />
- establishing a dialogue and a co-responsibility between partners (evolution, mutual learning process)<br />
- improving the coordination with all actors involved (meaning taking this into account into planning &<br />
budget) and their involvement<br />
IMRPOVING PROJECT FORMULATION & SOCIALISING THE EXPERIENCES<br />
- more time for project formulation allowing proposal specific arising from consultations at community<br />
level<br />
- sharing experience between similar projects in the area and organising visits of the personnel in the<br />
offices<br />
- strengthening the exchanges and the meetings with local organisations and similar organisations in<br />
Europe<br />
- possibility to replicate successful projects with same local institution<br />
- implement public awareness campaigns & education actions in Europe (problematic and proposals of<br />
partners)<br />
76
3. THE MONITORING SYSTEM & THE EVALUATION OF THE IMPACT OF THE PROJECTS<br />
Monitoring system designed in almost all cases (94.44%)<br />
METHODOLOGY AND MAIN INDICATORS USED<br />
The system is designed to monitor activities, results and objectives – based on annual operational plan.<br />
Monthly: accomplished activities, partially accomplished and not accomplished + why<br />
Quarterly: how the activities contribute to reach the expected results<br />
------------------<br />
Based on logical framework (qualitative & quantitative indicators)<br />
Monitoring committee meeting on a quarterly basis<br />
6-months report with technical & financial aspects<br />
Annual report directed to EC<br />
External evaluation every 2 years<br />
--------------------------<br />
Annual visits facilitating joint annual report to EC<br />
Annual specific audit in the beneficiary country + NGO head office<br />
-------------------------<br />
PCM with country analysis, SWOT, strategic choices, logical framework, operational planning,<br />
monitoring frames (indicators of logframe)<br />
------------------------<br />
Internal evaluations: workshop at different levels (beneficiaries, technical staff, local authorities,...)<br />
When possible, participation of staff from European NGO<br />
-----------------------<br />
Monitoring plan defined before starting activities<br />
- internal monitoring by project staff (indicators of logframe)<br />
- external monitoring by the quality control area (quarterly)<br />
- financial manager (quarterly basis)<br />
------------------------<br />
Corporate management software aiming at standardising projects’ diagnosis, design, implementation<br />
and evaluation<br />
Permanent updates in terms of expenditure and output progress<br />
-------------------------<br />
Quantitative aspects: number of beneficiaries and type of activities implemented<br />
Qualitative aspects: visits to projects and to beneficiaries<br />
--------------------------<br />
Financial and narrative reports every 6 months<br />
Intensive contact during implementation<br />
Visits<br />
Indicators: fulfilment of objectives, activities, budget, time-table<br />
-------------------------<br />
Consistency of the action in relation with the project goals<br />
Number of structures implemented; efficiency/effectiveness; evaluation of the technical quality of the<br />
works; socio-economic evaluation of the project; evaluation of the financial and organisational aspects;<br />
economic indicators<br />
-------------------------<br />
Exchange of information with partner (correspondence + visits)<br />
Analysis of the context (national, regional, local) and its impact on the action<br />
Objectives, expected results and implemented activities (indicators of logframe)<br />
Visits in situ to target groups and discussions with local partner on the results<br />
External evaluation + audit > workshop organised for explaining & discussing the results<br />
-------------------------<br />
Development of own PME-system with several organisations, allowing monitoring of project and of wide<br />
multi-actor approach of the development strategy worked out in partnership with beneficiary group<br />
-------------------------<br />
Indicators taking into account: structural change, poverty eradication, participation and empowerment of<br />
beneficiaries, strategic pertinence, partnership, gender, environment<br />
-------------------------<br />
Monitoring system established on the basis of the co-financing Agreement signed with local partner<br />
which includes a manual of instructions detailing the narrative and financial evaluation and gives a<br />
calendar (based on logical framework)<br />
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THE MAIN PROBLEMS ENCOUNTERED IN MONITORING THE PROJECT(S)<br />
MONITORING TOOLS / INDICATORS<br />
- to define specific and appropriate indicators to monitor results and objectives; lack of adequate<br />
baseline<br />
- too much information gathered without clear relationship to key milestone or not enough pertinent<br />
information raised<br />
- incomplete or imprecise logical framework<br />
- lack of experience of partner in using logical framework<br />
- financial constraints to keep the local NGO permanently updated and trained about project planning,<br />
monitoring & evaluation tools<br />
TECHNICAL CONSTRAINTS<br />
- timing of the monitoring visits limited to the dry season<br />
- external conditions impeding on site visits (routes, etc.)<br />
- difficult to visit a whole project<br />
- difficult to have truthful interviews and data collected<br />
- no clear separation between projects implemented in partnership and others<br />
- difficult to find capable staff able to make a useful report (capacity to understand the project, etc.)<br />
- time constraints, field staff workload<br />
- administrative procedures are slow<br />
- content has priority in the monitoring but for EC, detailed administrative and financial questions receive<br />
priority. These different necessities sometimes give constraints in the project<br />
FINANCIAL CONSTRAINTS<br />
- lack of resources (staff & money) allocated to this activity; the advances of funds required considering<br />
EC financial regulation makes it difficult to dedicate funds to monitoring<br />
USEFULNESS OF AN EVALUATION<br />
Cost effectiveness of evaluation is rather low<br />
Difficulty of motivating stakeholders to apply recommendations of evaluation<br />
BENCHMARKING: used in 77.78%<br />
4. KIND OF INITIATIVES IN ORDER TO MEASURE THE IMPACT OF THE IMPLEMENTED PROJECTS<br />
Evaluation of impact realised: 63.64 %<br />
THE TYPE OF PROJECT AND THE METHODOLOGY USED TO MEASURE THE IMPACT<br />
TIMING OF EVALUATION – IMRPOVEMENT OF THE EVALUATION SYSTEM<br />
- evaluation of the impact of the project all along the project<br />
- mid-term and final evaluations based on the objectives put forward in the Logical Framework<br />
- at the end of each single project/ programme, before its closure, quality evaluation where the impact<br />
assessment is one of the main point of evaluation. Aspects evaluated: social spread of the results,<br />
impact obtained on key elements<br />
- post-monitoring evaluations carried out; partners send report 2 year after project end<br />
- design of an impact monitoring system clearly separating the impact of the project from other internal<br />
and external influences<br />
- self-evaluation workshops + final evaluation and audit to measure the possible impact of the action on<br />
the environment where they are implemented<br />
- increase involvement of head quarters staff in evaluation<br />
- monitoring of the management books of the institutions, with specific attention to the financial<br />
sustainability and the financial state<br />
QUALITATIVE DATA / PARTICIPATIVE APPROACH<br />
- improve the Logical Framework, including more qualitative indicators explaining the expected impact<br />
on target groups<br />
- participatory evaluations and planning meetings carried out with representatives of the communities/<br />
beneficiaries<br />
- enquiry sent to beneficiaries<br />
- visits to the projects<br />
- intent to constantly measure the impact on the basis of participative studies, monitoring and evaluation<br />
moments<br />
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INFORMATION ON THE EVALUATION TECHNICS & RESULTS<br />
- concept of impact oriented evaluation internally published by the organisation<br />
- spreading the lessons learnt within the organisation and between the stakeholders<br />
- systematising/ compiling all experiences and evaluations carried out by the organisation, classified by<br />
area or type of actions<br />
OTHER ASPECTS<br />
- no budget line for impact evaluation at an appropriate time after programme implementation<br />
Proposal: creating a specific budget line in the E.C. dedicated to finance the impact evaluations, two or<br />
three years after intervention closure (similar to the MAE in France). This type of evaluation is<br />
interesting and makes it possible to check, in a long term perspective, the importance an action could<br />
have had in a specific context.<br />
OTHER THEMES TO BE DISCUSSED DURING THE CONFERENCE<br />
DEVOLUTION PROCESS<br />
- details of monitoring/control switch from EU headquarters in Brussels to South<br />
- how will the decentralisation process influence the project administration and management?<br />
- how will be the cooperation between Brussels and the local EC Delegation?<br />
- what will be the impact of the devolution at management level – management of contracts,<br />
responsibilities and capacities (delegations and Brussels) – and at political level – non States Actors<br />
and dialogue with civil society<br />
IMPACT ON NGOS<br />
- role foreseen for PVD NGOs and European NGOs at PVD level<br />
- importance of having a local/regional Field Presence/Office of the European NGO in order to improve<br />
chances for successful submissions ?<br />
IMPROVEMENT OF THE MANAGEMENT OF THE BUDGET LINE<br />
- mechanisms to speed up appraisal process, approval and contract<br />
- mechanisms to simplify procedures<br />
- mechanisms available to make the EC more transparent and open to suggestions from the NGOs<br />
- the functioning of EC system for financing international development<br />
- how to furthermore improve the quality of project planning documents in Latin America?<br />
POLICY FOR THE BUDGET LINE<br />
- geographic, sectoral and thematic priorities of the European Union for future funding<br />
- the future of the funding line<br />
- the strategies and the functioning of EC system for financing international development<br />
- the need for the NGOs to work together to broaden the funding available for NGOs under B7 – 6000<br />
and other lines<br />
- relevance and future (from the point of view of the EC) of Contract-programmes for Latin America: will<br />
this instrument be used in the forthcoming Call for Proposals 2004 and later ? Priorities ?<br />
- is the EC interested in developing a more content-driven approach? How is it going to stimulate multiactor<br />
approaches and innovation?<br />
- how to ensure ex-post evaluations after the contract with the EU has finished?<br />
OTHER<br />
- what is going to be done with suggestions made during this process ?<br />
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Annex 5:<br />
Results of the Seminar<br />
Evaluation<br />
80
EVALUATION OF THE SEMINAR<br />
(Based upon a questionnaire filled in by the participants at the end of the seminar)<br />
I. QUANTITATIVE EVALUATION OF SPECIFIC ITEMS<br />
From the most satisfactory (5) to<br />
the least satisfactory (1)<br />
5<br />
(a)<br />
4<br />
(b)<br />
3<br />
(c)<br />
2<br />
(d)<br />
1<br />
(e)<br />
Answers<br />
(Number)<br />
(f)<br />
No<br />
answer<br />
(g)<br />
TOTAL<br />
QUESTION<br />
NAIRES<br />
(f) + (g)<br />
WEIGHTED<br />
AVERAGE<br />
(*)<br />
Logistical organisation 22 15 6 2 5 50 11 61 3.94<br />
Quality of accommodation 21 16 4 1 2 44 17 61 4.20<br />
Registration and Information 15 21 19 3 58 3 61 3.83<br />
Achievement of the seminar’s<br />
objectives<br />
3 23 21 7 2 56 5 61 3.32<br />
Use of time 7 29 20 5 61 61 3.62<br />
Possibility to clarify questions<br />
and doubts<br />
4 28 22 5 59 2 61 3.53<br />
Interest generated by the<br />
discussions<br />
13 26 16 4 1 60 1 61 3.77<br />
Possibility to exchange ideas<br />
and experiences<br />
19 24 14 4 61 61 3.95<br />
General weighted average of<br />
the seminar (all items)<br />
3.77<br />
(*) Weighted average = [ (a) x 5 + (b) x 4 + (c) x 3 + (d) x 2 + (e) x1 ] / (f)<br />
II. EVALUATION OF THE PARTICIPANTS’ GLOBAL SATISFACTION<br />
Hypothesis : the persons who have quoted the items at 5, 4 and 3 are “satisfied”<br />
From the most satisfactory (5) to<br />
the least satisfactory (1)<br />
5 4 3<br />
Total 5+4+3<br />
Logistical organisation 22 15 6 43<br />
(a)<br />
Answers<br />
(b) (*)<br />
50<br />
%<br />
Satisfaction<br />
(a) / (b)<br />
86,00 %<br />
Quality of accommodation 21 16 4 41 44 93,18 %<br />
Registration and Information 15 21 19 55 58 94,83 %<br />
Achievement of the seminar’s<br />
objectives<br />
3 23 21 47 56 83,93 %<br />
Use of time 7 29 20 56 61 91,80 %<br />
Possibility to clarify questions<br />
and doubts<br />
Interest generated by the<br />
discussions<br />
Possibility to exchange ideas<br />
and experiences<br />
4 28 22 44 59 91,53 %<br />
13 26 16 55 60 91,67 %<br />
19 24 14 57 61 93,44 %<br />
Global average (all items) 90,80 %<br />
(*) Corresponds to the column (f) of the above table<br />
81
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