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Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
Schuman Associates
BRUSSELS
Athens · Bucharest · Dublin · Madrid · Milan · Sofia · Warsaw· Washington DC
www.schumanassociates.com
IMPACT POLICY • UNLOCK FUNDS • WIN BUSINESS
Botswana Investment Forum
Insights on EU funding in Africa
Brussels 26 May 2017
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
Agenda
1. Introducing Schuman Associates
2. General overview of EU funding in Africa – Botswana focus
3. The Winning Business in Africa Portal
4. Q&A
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
1. Introducing Schuman Associates
GLOBAL PRESENCE
With offices in Athens,
Brussels, Dublin,
Milan, Madrid, Sofia,
Bucharest and
Warsaw and partners
in the US and Asia.
TEAM
HQ in Brussels with a
multilingual and
multinational team of
Consultants.
Global presence
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
Clients and Sectors
METALS and
RAW
MATERIALS
HEALTH CAREENERGY /
INDUSTRY
GOVERNMENTS
AND
INSTITUTIONS
CHEMICALSICT EMPLOYMENT
AND SKILLS
FINANCIAL
SERVICES
EU & IFI FUNDING H2020 & GRANTS PUBLIC AFFAIRS
CORPORATE COMMUNICATIONS ASSOCIATION MANAGEMENT TAILORED TRAININGS
WHAT WE DO
5
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
2. General overview of EU funding in Africa
EU-Africa Policy developments
• New Consensus on Development  aligning with the 2030 agenda
• Negotiations for the Post-Cotonou Agreement (post 2020) covering EU relations with Africa
• EU Communication on “Re-energizing the EU-Africa Partnership”
• 5th Africa-EU summit November 2017 in Abidjan
• EU Communication on mainstreaming digitalization in development: “Digital4Dev”
Funding instruments (non exhaustive list)
• 11th European Development Fund  30.5 BEUR for ACP States for 2014-2020
• EU Emergency Trust Fund for Migration  2.8 BEUR for Horn, Sahel, North Africa regions for 2015-2017
• New EU External Investment Plan for Africa  to mobilise up to 44 BEUR on private investments
• Other thematic instruments, Pan-African Programme (845 MEUR), AgriFi & ElectriFi, Blending facilities
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
2. General overview of EU funding in Africa
The European Development Fund (EDF)
• The EDF funds cooperation activities in the fields of economic development, social and
human development as well as regional cooperation and integration.
• The 11th EDF covers the period 2014-2020 with a global allocation of 30.5 BEUR
• It is composed of bilateral and regional programmes (INTRA-ACP, Central Africa, West
Africa & Southern Eastern Africa regions)
0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000
Agriculture/Environment
Energy
Transport
Health
Governance
Education
Water/Sanitation
Employment
Civil Society/Others
11 EDF 2014-2020 Sectors allocations in MEUR
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
2. General overview of EU funding in Africa
The European Development Fund (EDF)
252
325
140
190
130
100
180
250
130 130 120
115
180
150
115 150
115
100
35
230
115
200
80
150
100
120
367
291
325
160
280
190
120
168 145 90
11
100
160
11
100
62 42
15 28 30
25 26 30
50
13
32
11
0
100
200
300
400
500
600
700
800
Ethiopia Mozambique Tanzania Burkina Faso Congo
(Kinshasa)
Mali Niger Malawi Uganda Madagascar Nigeria Botswana
Top EU-EDF beneficiaries 2014-2020 in MEUR
Agriculture/Environment Energy Transport Health Governance Education Water/Sanitation Employment Civil Society/Others
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
2. General overview of EU funding in Africa
BOTSWANA – in focus:
33 MEUR under the EDF: Education, Governance & Civil Society
Education: 11 MEUR
• improved planning and
management of the
education sector
• improved Technical and
Vocational Education
and Training (TVET)
Governance: 11 MEUR
• Improved public service
delivery, through
enhanced public
service management
• Increased credibility,
accountability and
transparency of public
expenditure.
Civil society: 6 MEUR
• establishment of robust
partnerships between
Government and Civil
Society in order to
strengthen democratic
governance
Support measures: 5 MEUR  Project implementation facility relating to the
identification and formulation of actions
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
3. The Winning Business in Africa portal
www.wbia.ie
A joint initiative between Ibec, Irish Department for
Foreign Affairs & Trade and Schuman Associates
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
3. The Winning Business in Africa portal
• Programming documents such as National Indicative Programmes are analysed and uploaded early intell
• The portal includes + 350 programmes worth more than 8.5 BEUR
• It also incorporates a tendering section with more than + 100 contracting opportunities
• Searches can be filtered by: countries, key sectors and a full range of sub sectors such as: Agribusiness,
Education, Energy, Food Security, Governance, Health, Public Finance Management, Security, Transport
Sanitation, etc.
• Project fiches with key information on the programme including activities and budget
• Ask the expert function to request more information
• Alerts will be sent to companies when new info is uploaded
• Visibility & advocacy support; Trainings modules; Tender & Bid management support
• User friendly and free of charge
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
3. The Winning Business in Africa portal
The project cycle
Copyright © 2017 Schuman Associates
• Anticipate future needs
• Engage with decision-
makers
• Promote/showcase clients’
solutions
• Build projects’ pipeline
• Partner with strong allies
• Prepare for bidding
Understanding EU funding
UNDERSTAND
• Follow the policy cycle
• Understand the funding
cycle
• Mapping stakeholders
INFLUENCE / ANTICIPATE
BID
13
Copyright © 2017 Schuman Associates
Schuman Associates scrl.
Rue Archimède 5, bte 12 b-1000
Brussels, Belgium
+32 (0) 2 230 7439
info@schumanassociates.com
Go linkedin
@Schuman_EU
CONTACT US
Thank you for your attention !
carlos.corts@schumanassociates.com
Copyright © 2017 Schuman Associates
Back up slides
Copyright © 2016 Schuman Associates
THE WBIA PORTAL
Copyright © 2016 Schuman Associates
THE WBIA PORTAL
Copyright © 2016 Schuman Associates
THE WBIA PORTAL
Copyright © 2016 Schuman Associates
THE WBIA PORTAL
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
1. General overview of EU funding in Africa
The European External Investment Plan (EIP)
Why? Traditional development assistance alone cannot meet the challenge of achieving sustainable
development
How? A fundamentally new approach to the way the EU supports development and delivers support for
investment projects in countries outside Europe
What? The EFSD expected to trigger additional public and private investment volumes of up to 44 BEUR based
on 3.35 BEUR contribution from the EU budget and the European Development Fund.
E
I
P
Technical
assistance
• To help developing
bankable projects which
could be financed under
pillar 1
• To support activities aimed
at enhancing business
climate under pillar 3
2
Enhanced Investment
Climate
• Political and policy
dialogue for economic
reforms
• Support legal, institutional
and regulatory frameworks
• Engaging with the private
sector
3
European Fund for
Sustainable
Development (EFSD)
Mobilising investments and
improving access to finance
EFSD Guarantee Fund
(especially for the private
sector – EFSD Guarantee)
Regional Investment
Platforms (Africa and the EU
Neighbourhood)
1
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
The European External Investment Plan (EIP)
1. General overview of EU funding in Africa
STEP 4:
Financing phase
STEP 3:
Signature of Guarantee
Agreements
STEP 3:
assessment
STEP 2:
Submission of the proposals
STEP 1:
drafting a Proposed
Investments Programs under a
specific Investment Window
INVESTMENT WINDOW
IFI Proposal EDFI Proposal
DECISION BY THE COMMISSION
COM – IFI
Guarantee Agreem.
COM – EDFI
Guarantee Agreem.
Final BeneficiariesFinal Beneficiaries
Priv. Sect. Proposal
COM – Priv. Sect.
Guarantee Agrem.
Other (mainly private) investors
Operational Board of the RIP
(Opinion)
EFSD Secretariat – One Stop Shop
(Pre-screening)
G-TAG
(Financial Assessment)
Final BeneficiariesFinal BeneficiariesFinal BeneficiariesFinal Beneficiaries
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
2. Funding modalities
Project finance
PUBLIC PROCUREMENT
(Appels d’offres ou appels à
propositions)
-Services
-Supplies
-Works
- Grants
You have a project and
searching for finance
Searching for opportunities for
your products, services?
Top down vs. bottom up approach
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
100 % Payment
Generally no co-finance
EC/Beneficiary driven
Ownership with
beneficiary (EC)
Promoter driven
Ownership with
Promoter
Co-finance
Grants
Calls for
Proposals
TendersVs
2. Funding modalities
Calls for proposals vs. calls for tenders
Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989
3. Example on life EU funding opportunities
MIP South Africa 2014-2020: 241 MEUR
Employment: 72.1 MEUR
Education, training & innovation: 72.1 MEUR
Governance: 72.1 MEUR
Other support measures: 25 MEUR
Annual Action Programme 2016 South Africa: 64.2 MEUR
Annual Action Fiche 2016 South Africa: Employment
Employment Promotion through SMME Support : 52
MEUR
Tender forecast
Technical Assistance for the Employment Promotion
through SMMEs: 1.3 MEUR
EuropeAid/138941/DH/SER/ZA

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Insights of EU Funding in Africa

  • 1. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 Schuman Associates BRUSSELS Athens · Bucharest · Dublin · Madrid · Milan · Sofia · Warsaw· Washington DC www.schumanassociates.com IMPACT POLICY • UNLOCK FUNDS • WIN BUSINESS Botswana Investment Forum Insights on EU funding in Africa Brussels 26 May 2017
  • 2. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 Agenda 1. Introducing Schuman Associates 2. General overview of EU funding in Africa – Botswana focus 3. The Winning Business in Africa Portal 4. Q&A
  • 3. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 1. Introducing Schuman Associates GLOBAL PRESENCE With offices in Athens, Brussels, Dublin, Milan, Madrid, Sofia, Bucharest and Warsaw and partners in the US and Asia. TEAM HQ in Brussels with a multilingual and multinational team of Consultants. Global presence
  • 4. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 Clients and Sectors METALS and RAW MATERIALS HEALTH CAREENERGY / INDUSTRY GOVERNMENTS AND INSTITUTIONS CHEMICALSICT EMPLOYMENT AND SKILLS FINANCIAL SERVICES
  • 5. EU & IFI FUNDING H2020 & GRANTS PUBLIC AFFAIRS CORPORATE COMMUNICATIONS ASSOCIATION MANAGEMENT TAILORED TRAININGS WHAT WE DO 5
  • 6. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 2. General overview of EU funding in Africa EU-Africa Policy developments • New Consensus on Development  aligning with the 2030 agenda • Negotiations for the Post-Cotonou Agreement (post 2020) covering EU relations with Africa • EU Communication on “Re-energizing the EU-Africa Partnership” • 5th Africa-EU summit November 2017 in Abidjan • EU Communication on mainstreaming digitalization in development: “Digital4Dev” Funding instruments (non exhaustive list) • 11th European Development Fund  30.5 BEUR for ACP States for 2014-2020 • EU Emergency Trust Fund for Migration  2.8 BEUR for Horn, Sahel, North Africa regions for 2015-2017 • New EU External Investment Plan for Africa  to mobilise up to 44 BEUR on private investments • Other thematic instruments, Pan-African Programme (845 MEUR), AgriFi & ElectriFi, Blending facilities
  • 7. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 2. General overview of EU funding in Africa The European Development Fund (EDF) • The EDF funds cooperation activities in the fields of economic development, social and human development as well as regional cooperation and integration. • The 11th EDF covers the period 2014-2020 with a global allocation of 30.5 BEUR • It is composed of bilateral and regional programmes (INTRA-ACP, Central Africa, West Africa & Southern Eastern Africa regions) 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 Agriculture/Environment Energy Transport Health Governance Education Water/Sanitation Employment Civil Society/Others 11 EDF 2014-2020 Sectors allocations in MEUR
  • 8. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 2. General overview of EU funding in Africa The European Development Fund (EDF) 252 325 140 190 130 100 180 250 130 130 120 115 180 150 115 150 115 100 35 230 115 200 80 150 100 120 367 291 325 160 280 190 120 168 145 90 11 100 160 11 100 62 42 15 28 30 25 26 30 50 13 32 11 0 100 200 300 400 500 600 700 800 Ethiopia Mozambique Tanzania Burkina Faso Congo (Kinshasa) Mali Niger Malawi Uganda Madagascar Nigeria Botswana Top EU-EDF beneficiaries 2014-2020 in MEUR Agriculture/Environment Energy Transport Health Governance Education Water/Sanitation Employment Civil Society/Others
  • 9. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 2. General overview of EU funding in Africa BOTSWANA – in focus: 33 MEUR under the EDF: Education, Governance & Civil Society Education: 11 MEUR • improved planning and management of the education sector • improved Technical and Vocational Education and Training (TVET) Governance: 11 MEUR • Improved public service delivery, through enhanced public service management • Increased credibility, accountability and transparency of public expenditure. Civil society: 6 MEUR • establishment of robust partnerships between Government and Civil Society in order to strengthen democratic governance Support measures: 5 MEUR  Project implementation facility relating to the identification and formulation of actions
  • 10. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 3. The Winning Business in Africa portal www.wbia.ie A joint initiative between Ibec, Irish Department for Foreign Affairs & Trade and Schuman Associates
  • 11. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 3. The Winning Business in Africa portal • Programming documents such as National Indicative Programmes are analysed and uploaded early intell • The portal includes + 350 programmes worth more than 8.5 BEUR • It also incorporates a tendering section with more than + 100 contracting opportunities • Searches can be filtered by: countries, key sectors and a full range of sub sectors such as: Agribusiness, Education, Energy, Food Security, Governance, Health, Public Finance Management, Security, Transport Sanitation, etc. • Project fiches with key information on the programme including activities and budget • Ask the expert function to request more information • Alerts will be sent to companies when new info is uploaded • Visibility & advocacy support; Trainings modules; Tender & Bid management support • User friendly and free of charge
  • 12. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 3. The Winning Business in Africa portal The project cycle
  • 13. Copyright © 2017 Schuman Associates • Anticipate future needs • Engage with decision- makers • Promote/showcase clients’ solutions • Build projects’ pipeline • Partner with strong allies • Prepare for bidding Understanding EU funding UNDERSTAND • Follow the policy cycle • Understand the funding cycle • Mapping stakeholders INFLUENCE / ANTICIPATE BID 13
  • 14. Copyright © 2017 Schuman Associates Schuman Associates scrl. Rue Archimède 5, bte 12 b-1000 Brussels, Belgium +32 (0) 2 230 7439 info@schumanassociates.com Go linkedin @Schuman_EU CONTACT US Thank you for your attention ! carlos.corts@schumanassociates.com
  • 15. Copyright © 2017 Schuman Associates Back up slides
  • 16. Copyright © 2016 Schuman Associates THE WBIA PORTAL
  • 17. Copyright © 2016 Schuman Associates THE WBIA PORTAL
  • 18. Copyright © 2016 Schuman Associates THE WBIA PORTAL
  • 19. Copyright © 2016 Schuman Associates THE WBIA PORTAL
  • 20. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 1. General overview of EU funding in Africa The European External Investment Plan (EIP) Why? Traditional development assistance alone cannot meet the challenge of achieving sustainable development How? A fundamentally new approach to the way the EU supports development and delivers support for investment projects in countries outside Europe What? The EFSD expected to trigger additional public and private investment volumes of up to 44 BEUR based on 3.35 BEUR contribution from the EU budget and the European Development Fund. E I P Technical assistance • To help developing bankable projects which could be financed under pillar 1 • To support activities aimed at enhancing business climate under pillar 3 2 Enhanced Investment Climate • Political and policy dialogue for economic reforms • Support legal, institutional and regulatory frameworks • Engaging with the private sector 3 European Fund for Sustainable Development (EFSD) Mobilising investments and improving access to finance EFSD Guarantee Fund (especially for the private sector – EFSD Guarantee) Regional Investment Platforms (Africa and the EU Neighbourhood) 1
  • 21. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 The European External Investment Plan (EIP) 1. General overview of EU funding in Africa STEP 4: Financing phase STEP 3: Signature of Guarantee Agreements STEP 3: assessment STEP 2: Submission of the proposals STEP 1: drafting a Proposed Investments Programs under a specific Investment Window INVESTMENT WINDOW IFI Proposal EDFI Proposal DECISION BY THE COMMISSION COM – IFI Guarantee Agreem. COM – EDFI Guarantee Agreem. Final BeneficiariesFinal Beneficiaries Priv. Sect. Proposal COM – Priv. Sect. Guarantee Agrem. Other (mainly private) investors Operational Board of the RIP (Opinion) EFSD Secretariat – One Stop Shop (Pre-screening) G-TAG (Financial Assessment) Final BeneficiariesFinal BeneficiariesFinal BeneficiariesFinal Beneficiaries
  • 22. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 2. Funding modalities Project finance PUBLIC PROCUREMENT (Appels d’offres ou appels à propositions) -Services -Supplies -Works - Grants You have a project and searching for finance Searching for opportunities for your products, services? Top down vs. bottom up approach
  • 23. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 100 % Payment Generally no co-finance EC/Beneficiary driven Ownership with beneficiary (EC) Promoter driven Ownership with Promoter Co-finance Grants Calls for Proposals TendersVs 2. Funding modalities Calls for proposals vs. calls for tenders
  • 24. Copyright © 2017 Schuman Associates | Creating measurable value for our clients since 1989 3. Example on life EU funding opportunities MIP South Africa 2014-2020: 241 MEUR Employment: 72.1 MEUR Education, training & innovation: 72.1 MEUR Governance: 72.1 MEUR Other support measures: 25 MEUR Annual Action Programme 2016 South Africa: 64.2 MEUR Annual Action Fiche 2016 South Africa: Employment Employment Promotion through SMME Support : 52 MEUR Tender forecast Technical Assistance for the Employment Promotion through SMMEs: 1.3 MEUR EuropeAid/138941/DH/SER/ZA