1. Pre-accession Assistance – 2014-2020 (IPA II)
The Instrument for
Pre-accession Assistance – (IPA II)
SCOPE OF ASSISTANCE

2. The Instrument for Pre-accession Assistance – 2014-2020 (IPA II)
Supporting candidate countries and potential candidates on their path towards Union membership

3. The Instrument for Pre-accession Assistance – 2014-2020 (IPA II)
Driving TRANSFORMATION and anchoring STABILITY though
democratic and economic reforms
improving the rule of law and fundamental rights
building bridges between neighbours

4. The Instrument for Pre-accession Assistance – 2014-2020 (IPA II)
Creating a climate conducive to economic growth and encouraging compliance with EU standards
… for the benefit of citizens and businesses in both the Enlargement region and the EU

5. Beneficiaries Scope of assistance IPA II REG ANNEX I
Bosnia and Herzegovina 1
Serbia 2
Montenegro 3
Scope of assistance
Kosovo (*) 4
Albania 5
the former Yugoslav Republic of Macedonia 6
Turkey 7
Iceland 8
(*) This designation is without prejudice to positions on status, and is in line with UNSCR 1244/1999 and the ICJ Opinion on the Kosovo declaration of independence

6. Pre-accession Assistance – 2014-2020 (IPA II)
The Instrument for
Pre-accession Assistance – (IPA II)
STRATEGIC PLANNING

7. Objectives of assistance
IPA II REG.
art. 1
General objective
To support the beneficiaries in adopting and implementing the political, institutional, legal, administrative, social and economic reforms required in order to comply with the Union's values and to progressively align to the Union's rules, standards, policies and practices, with a view to Union membership
Scope of assistance
Specific objective
support for political reforms … 1
Specific objective
support for economic, social and territorial development, with a view to smart, sustainable and inclusive growth … 2
Specific objective
strengthening the ability of beneficiaries to fulfil the obligations stemming from membership and alignment to the EU acquis … 3
Specific objective
strengthening regional integration and territorial cooperation … 4
IPA II REG.
art. 2(1)

8. Policy areas Scope of assistance IPA II REG. art. 3
Socio-economic and regional development
Policy area 1
Reforms in preparation for Union membership and related institution- and capacity building
Policy area 3
Employment, social policies, education, promotion of gender equality, and human resources development
Scope of assistance
IPA II REG. art. 3
Policy area 4
Agriculture and rural development
policy area 5
Regional and territorial cooperation

9. Country Strategy Papers - content
Country situation
basic facts; political and economic situation; etc.
Context for planning assistance
priorities and challenges; description of relevant strategies; conditions for managing IPA II funds; mapping of donor coordination; etc.
Areas of assistance
priorities and sequencing of assistance throughout the years; planned types of financing; etc.
Annual allocations per policy area and sector
Context and sector indicators including relevant baselines, milestones for 2017 and targets for 2020
STRATEGIC PLANNING

10. Country Strategy Papers - sectors
Governance & rule of law
Competitiveness & growth
Democracy and governance
Rule of Law and fundamental rights
focus on:
public administration reform
public finance management
economic governance
protection of minorities, incl. Roma
freedom of the media
fight against corruption and organised crime
...
Environment and climate action
Transport
Energy
Competitiveness and innovation
Education, employment and social policies
Agriculture and rural development
Regional cooperation and territorial cooperation
STRATEGIC PLANNING

11. Financial envelope Scope of assistance
IPA II REG
art. 15
Financial envelope
IPA II 2014–2020 (EUR millions) MFF data, Sept.2013
IPA 2007–2013 (EUR millions)
2014
2015
2016
2017
2018
2019
2020
1573.8
1605.2
1637.4
1670.1
1703.5
1737.6
1771.1
Total amount for IPA II
Scope of assistance
2007
2008
2009
2010
2011
2012
2013
1263.2
1501.4
1541.6
1591.3
1796.8
1876.0
1956.3
Total amount for IPA

12. Country Strategy Papers – indicative allocations
1. Democracy & governance
2. Rule of law & fundamental rights
3. Environment &
climate action
4. Transport
5. Energy
6. Competitiveness & innovation
7. Education, employment & social policies
8. Agriculture & rural development
9. Regional & territorial cooperation
TURKEY
SERBIA
MONTENEGRO
fYR of MACEDONIA
KOSOVO*
Bosnia & Herz.
ALBANIA
TOTAL
only
In MILLION EUROS
649.4
Multi-country 92 69 44 / 56 68 97
223.5
165.8 38
63.8 33 31
664
106 53 73
113 83
123
270.5
52.4
28.1
21.2
32.1
37.5
52.3
46.9
1508
210
190
105
125
175
160
265
278
4453.9
912
435
345
93.5
442.8
644.6
624.9
956.5
645.5
79.7
94.2
133
100
111.3
STRATEGIC PLANNING

13. Country Strategy Papers – indicative allocations
STRATEGIC PLANNING

14. Pre-accession Assistance – 2014-2020 (IPA II)
The Instrument for
Pre-accession Assistance – (IPA II)
DELIVERY MECHANISMS

15. WHO DELIVERS ASSISTANCE?
(main) Implementation channels
WHO DELIVERS ASSISTANCE?
Member States
Agencies
National and regional authorities
Commission
EU Delegations …
DELIVERY MECHANISMS
International organisations
IFIs …
National authorities mainly
Specific IPA II structures
IPA II Beneficiaries

16. Methods of implementation
SHARED
management
International Organisations
IPA II beneficiaries
Member States
Community Agencies
International Financing Institutions
European Commission
Member State Agencies
Executive Agencies
DIRECT
INDIRECT management
EU Delegations
Spec. Community bodies EIB, EIF
DELIVERY MECHANISMS

17. ENLARGEMENT DELEGATIONS
EU & Commission level
Strategic dialogue
Rural Development Programmes EP
DG AGRI
IPA II Committee
Examination procedure
MEMBER STATES
Territorial Cooperation with Member States
OVERALL COORDINATION
DG REGIO
DG NEAR
INSTITUTIONAL SET-UP
Programming and implementation
Management of specific programmes or actions
ENLARGEMENT DELEGATIONS
OTHER LINE DGs

18. Programme architecture
Types of programmes
COUNTRY / MULTI-COUNTRY
TERRITORIAL COOPERATION
RURAL DEVELOPMENT
COUNTRY (1) (Sector) action programme*
Cross-border cooperation between IPA II beneficiaries themselves and with ENI countries
Cross-border cooperation between IPA II beneficiaries and Member States
Rural Development Programme (RDP)***
COUNTRY (2) Sector Operational Programme**
Programme architecture
MULTI-COUNTRY action programme
DG NEAR
DG REGIO
DG AGRI
(*) incl. sector support (fully-flegded or sector-oriented) and/or stand-alone Actions
(***) Successor to 'IPA I' Component V
(**) Successor to 'IPA I' components III and IV

19. Types of financing DELIVERY MECHANISMS BUDGET SUPPORT GRANTS
Calls for proposals, direct award, Twinning ...
Art ,
Art , 277
BUDGET SUPPORT
ONLY IN DIRECT MANAGEMENT Only Sector Reform Contracts under IPA II if conditions are met
Art. 186
Art. 258
PROCUREMENT
Services | Supplies | Works
Art ,
Art ,
FINANCIAL INSTRUMENTS
ONLY IN INDIRECT MANAGEMENT Equity or quasi-equity investments, loans, guarantees, other risk sharing instruments
Art
Art
DELIVERY MECHANISMS
UNION TRUST FUNDS
Currently NO Union Trust Fund targeting the Enlargement region
Art. 187
Art. 259
Financial Regulation No 966/2012
Rules of Application of the Financial Regulation No 1268/2012

20. Multi-Country Strategy Paper
Support to reforms and investments in line with identified key challenges and in complementarity with assistance provided under the Country Strategy Papers
Horizontal support 1
TAIEX, statistics, civil society & media, Erasmus + incl. youth dimension, advisory functions of international organisations, etc.
M. EURO 922
STRATEGIC PLANNING
Regional structures and networks 2
ReSPA (public administration), ECRAN (environment & climate action), SEETO (transport), CEFTA (trade), etc.
M. EURO 134.5
Regional investment support 3
WBIF, EDIF, GGF and other blending instruments, Regional housing programme
M. EURO
Territorial cooperation 4
Cross-border cooperation in Western Balkans, territorial cooperation with Member States, etc.
M. EURO 395.2

21. Types & forms of programmes Programme architecture
TERRITORIAL COOPERATION *
Cross-border cooperation between IPA II beneficiaries themselves and with ENI countries
Cross-border cooperation between IPA II beneficiaries and Member States
(single) ANNUAL [direct or indirect management]
MULTI-ANNUAL (with split commitments) [shared management]
Types & forms of programmes
Programme architecture
DG REGIO
MULTI-ANNUAL (combined annual) [direct or indirect management]
DG NEAR
(*) Successor to 'IPA I' component II

22. Cross-border cooperation in the Western Balkans (IPA-IPA)
Programme architecture

23. Cross-border cooperation with Member States
Programme architecture

24. DISCUSSION