EUROPEAN FUNDING GATEWAY for DEFENCE

FUNDING Structural Reform Support European Structural and Investment Funds (ESIF) - Cohesion Policy (EDF) EDA’s ad-hocs Connecting Facility (CEF) Access to EDA's platform SOURCE Programme (SRSP) → "See EDA's ESIF success stories" ←

European Defence Industrial Governance and public European Territorial FUNDING CEF Transport: Single European European Regional Development Programme Cat. A and Cat. B administration. Growth and Cooperation goal (ETC): European Social Fund (ESF) 1 Cohesion Fund «WINDOW» Sky ATM Research (SESAR) Development Fund (ERDF) (EDIDP) business environment Interreg COMPETITIVENESS, EFFICIENCY, INNOVATION of EU MS’ institutional, EUROPEAN TRANSPORT DEFENCE CAPABILITIES JOB CREATION, INNOVATION Cross-/ Transnational HUMAN CAPITAL training Reduce disparities. Promote SCOPE DEFENCE INDUSTRY in EU / EU administrative and growth - INFRASTRUCTURES and COOPERATIVE R&T and COMPETITIVENESS COOPERATION and skilling STRATEGIC AUTONOMY / enhancing REFORM PROCESS COOPERATION

Cooperative development (e.g. Productive investment Productive cooperative Energy projects benefitting the study, design, test, system projects in the defence sector. investment projects in the WHAT (Cooperative) Works or studies, or Projects on key skills and environment. Climate change prototyping, life-cycle Cooperative defence Projects modernising the defence sector. Projects (can be Preparation, design, a combination of both. Pilot competencies in both the adaptation. Environment and efficiency) of products/ Research-and-Technology defence supply chains. modernising the defence funded) 2 implementation of reforms activities can be part of the defence and dual-use resource efficiency. Public technologies (re agreed (R&T) / capability projects Defence and dual- supply chains. Defence and project domains administration efficiency and defence capability priorities) use activities in research and dual-use activities in capacity that MS intend to procure/use innovation research and innovation

MS(s). If concerned MS agrees: Enterprises. Clusters. Enterprises. Clusters. Consortia of public/private Enterprises. Research- Transnational consortia from international organisations, joint Universities. RTOs. Ministries Universities. RTOs. Ministries Private (e.g. enterprises) and WHO entities in EU (industry, RTOs, and-Technology pre-identified territories EU MS undertakings, public/private of Defence (MoDs). Other of Defence (MoDs). Other public bodies in eligible (can apply) 3 universities): min. 3 from min. Organisations (RTOs). (members may be as in undertakings / bodies (e.g. private / public organisations. private / public bodies. Member States 3 MS Universities. Consortia ERDF) industry, Universities, RTOs) Consortia Consortia. VET organisations established in EU

WHICH Grants. Loans. Guarantees. Grants. Loans. Guarantees. (funding Grants. Public procurement National funding (MoDs) Grants Grants Grants. Loans Grants. Loans. Guarantees Equity Equity type)

2014-2020: calls for 2014-2020: calls for 2014-2020: calls for 2014-2020: calls for proposals 2017-2020: yearly call for proposals and/or proposals and/or proposals and/or WHEN 2019-2020 Continuing basis 2014-2020: calls for proposals and/or (continuously) «open proposals (DDL: October 31) (continuously) «open (continuously) «open (continuously) «open window» window» window» window»

Managing Authorities in BG, WHERE ’s EDA’s CapTechs / Structural Reform Support Managing Authorities in INEA Managing Authorities in MS Managing Authorities in MS HR, CY, CZ, EE, EL, HU, LV, LT, (to apply) DG GROW PTs - IDTs Service (SRSS) Member States (MS) MT, PL, PO, RO, SL, SI

QUANTUM Defined in the Not defined (no co-funding Defined in the call text (HOW MUCH call text Defined in the call text Not defined Defined in the call text (≤ €50 mn; but also above if Defined in the call text Defined in the call text per required) (≤ €50 mn; but also above if EC EC approves) application) approves)

(MoDs in) EDA’s Demand-driven (request from HOW Project application (via the CapTechs / a MS through its national Project application Project application Project application Project application Project application (to apply) Participant Portal) PTs - IDTs Coordinating Authority)

1 ERDF + ESF are together often referred to simply as «Structural Funds». 2 This is meant under an EDA perspective only. 3 This is meant under an EDA perspective only. eda.europa.eu/eufunding page 1 of 3 EUROPEAN FUNDING GATEWAY for DEFENCE

COSME LIFE European Investment Bank (EIB) Access to EDA's platform

Financial instruments 4 Financial instruments Access to markets Environment. Climate Action Project loans (LGF, EFG) (PF4EE, NCFF)

RESOURCE-EFFICIENT, LOW-CARBON and FINANCING HIGH-RISK Small-and-Medium- CLIMATE CHANGE MITIGATION (PF4EE) / SCOPE SME / CLUSTER ACCESS to MARKETS CLIMATE-RESILIENT economy. Quality of the EU POLICY PRIORITIES sized Enterprises (SMEs) ADAPTATION; NATURE (NCFF) ENVIRONMENT. HABITATS

WHAT Pilot, demonstration, best practice, information Innovative pilot natural capital management Dual-use R&T+D projects (economically, (can be / awareness / dissemination projects related to SME expansion and growth Internationalisation of SMEs projects (NCFF). Energy efficiency investments financially, technically, environmentally funded) 5 water, waste, energy, circular economy, and its technical assistance (NCFF and PF4EE) sound) furthering EU policy goals chemicals (incl. REACH), noise, emissions, etc.

Transnational partnerships: min. 3 WHO Defence-related SMEs in EU projects. “Dual- clusters (min. 1 defence-related 8) / Enterprises (but EIB excluded activities). Enterprises. Public-private partnerships. (can apply) Public and private bodies use SMEs” (but EIF restricted sectors 7) business organisations (from min. 3 Public bodies Public bodies (but EIB excluded activities 9) 6 MS)

WHICH (funding Loans. Equity Grants Grants. Public procurement contracts Loans, equity, guarantees Loans type)

2014-2020: continuing basis (demand- WHEN 2014-2020: calls for proposals 2014-2020: annual calls for proposals 2014-2020: continuing basis Continuing basis driven: «first-come, first-served» basis)

NCFF: EIB. WHERE Financial intermediaries (selected by the EIF) EASME EASME PF4EE: financial intermediaries EIB (to apply) (selected by the EIB)

QUANTUM Loans: NCFF: € 2-15 mn ≤ 50% of a project, (HOW ≤ €150 000 for high-risk SMEs; ≤ 55% of eligible costs Defined in the call text (technical assistance: ≤ 10%, ≤ € 1 mn). whose total investment cost ≥ €25 mn MUCH per above €150 000 for "non-innovative" high- (≤ 60% under priority Nature and Biodiversity) PF4EE: ≤ € 5 mn (exceptionally ≤ € 15 mn) (but to Mid-Caps also > € 7.5m) application) risk SMEs only

HOW No need for project (case to be made for Project application Project application NCFF (mail); PF4EE Project (to apply) entity financial viability)

4 Financial instruments: notably loans, guarantees, equity investments («money that has to repaid back by the recipient»: no grants / subsidies). 5 This is meant under an EDA perspective only. 6 This is meant under an EDA perspective only. 7 EIF (European Investment Fund) restricted sectors: “The EIF applies restrictions to ... the financing of the production of and trade in weapons and ammunition of any kind. This restriction does not apply to the extent such activities are part of or accessory to explicit EU policies” (Guidelines on the EIF Restricted Sectors, Board of Directors, 13/07/2010). 8 Defence-related cluster/business organisation: “(one of the members of) such entity is either a member of a National Defence Industry Association, or devoting part of its sales to the defence markets or taking part in national or European defence-related projects” (see COS-CLUSINT-2017-03-6, § 6.2, European Commission, ref. ARES(2017)4355188 – 06/09/2017). 9 EIB (European Investment Bank) excluded activities: “Activities excluded from EIB lending (22 April 2013) - Type of activities: 1) Ammunition and weapons, military/police equipment or infrastructure. Comments/Clarifications: includes explosives and sporting weapons”. eda.europa.eu/eufunding page 2 of 3 EUROPEAN FUNDING GATEWAY for DEFENCE

ERASMUS+ Horizon 2020 Access to EDA's platform

Financial instruments Learning mobility of individuals Strategic Partnerships Knowledge Alliances Thematic areas SME instrument E.L.EN.A. (InnovFin)

TECHNICAL ASSISTANCE for Mobility for VOCATIONAL INNOVATIVE PRACTICES: RESEARCH and INNOVATION in Access to RISK FINANCE for INNOVATION in higher TRANSNATIONAL RESEARCH and energy efficiency / distributed SCOPE EDUCATION and TRAINING (VET) of development / testing / Small-and-Medium-sized RESEARCH and INNOVATION education and business INNOVATION (R&I) renewable energy investment learners implementation / transfer Enterprises (SMEs) (R&I) programmes

Projects (incl. transnational Projects on transnational mobility / Public / private feasibility and training, exchange of experience WHAT placement (incl. internships) Projects fostering / stimulating market studies, programme and know-how) on, e.g.: planning Civil purpose / applications of Civil purpose / applications of (can be towards Higher Education and VET innovation / creativity / structuring, business plans, professional development for staff dual-use research and dual-use research and Enterprise viability and growth funded) 10 organisations 11 / companies entrepreneurial skills of energy audits and financial (also in defence), increased innovation projects innovation projects (also in defence), for students / graduates and/or company staff structuring, preparation of capacity to work at international trainees / apprentices tenders level

Transnational consortia (led by a Consortia [of enterprise (min. 2), Consortia (of e.g. any enterprise, Innovative13 WHO VET organisation) incl. any higher education institutions MoDs / public bodies, education / Consortia Small-and-Medium-sized SMEs, Mid-Caps14, Larger Caps, Public or private entities (can apply) organisation active in the labour (min. 2), MoDs / public bodies, training / trade organisations): ≥ 3 (min. 3 entities from 3 MS) Enterprises (SMEs) RTOs (but EIB excluded activities (but EIB excluded activities) 12 market (e.g.: enterprise, RTO, trade/training organisations]: ≥6 organisations (from 3 MS + NO) / EIF restricted sectors) industry association, public body) organisations (from 3 MS + NO)

WHICH Grants. Prizes. (Pre-commercial) (funding Grants Grants Grants public procurement (of Grants Loans. Loan guarantees. Equity Grants type) innovative solutions)

2014-2020: continuing basis 2014-2020: (normally) open call 2014-2020 Continuing basis («first-come, WHEN 2014-2020: calls for proposals 2014-2020: calls for proposals 2014-2020: calls for proposals (demand-driven: «first-come, for project proposal (3-4 cut-off dates per year) first-served basis») first-served»)

Intermediaries (selected by EIF) WHERE European Commission and JUs for “InnovFin SME Guarantee National Agencies National Agencies EACEA EASME EIB (to apply) (Brussels) Facility” and “InnovFin Equity”. Also EIB if ≥ € 7,5 mn

Loans: between € 25 000 and € QUANTUM 7,5 mn re “InnovFin SME ≤ 90% of eligible project Phase I: €50 000 (lump sum) (HOW ≤ € 700 000 (if 2 years); Defined in the call text Guarantee Facility” (for SMEs development costs Defined in the call text ≤ € 150 000 yearly (max. 3 years) per project. MUCH per ≤ € 1 mn (if 3 years) (funding range: €1-50 mn) and Small Mid-Caps ≤ 500 (within a programme > € 30 mn Phase II: €500 000- 2,5 mn application) employees); above re “InnovFin for ≤ 3 years) Emerging Innovators”

HOW Project application (Horizon Project application (Horizon Case to be made for entity Project application Project application Project application EIB (to apply) 2020 participant portal) 2020 participant portal) financial viability

Finally, which funding is eligible for your specific project/entity? Discover it with the “IdentiFunding”

10 This is meant under an EDA perspective only. 11 VET organisations: to identify them, contact your National Agency. 12 This is meant under an EDA perspective only. 13 Innovative entities: see Annex III to EIF Open Call for Expression of Interest to select Financial Intermediaries under InnovFin SME Guarantee facility, “2. Innovation Eligibility Criteria”: pages 9-10. 14 Mid-Caps: 250-3000 employees. eda.europa.eu/eufunding page 3 of 3