Template for Partnership Agreement - Article 10(6) ( 1 )
ANNEX IISupplementary provisions
ANNEX II Template for Partnership Agreement - Article 10(6) ( 1 ) Reference: Article 10(5) of Regulation (EU) 2021/1060 (CPR). The justifications and text fields under points 1-10 of this Annex amount to no more than 35 pages, whereby one page contains on average 3 000 characters without spaces. CCI [15] ( 2 ) Title [255] Version First year [4] Last year [4] Commission decision number Commission decision date 1. Selection of policy objectives and the JTF specific objective Reference: point (a) of Article 11(1) CPR Table 1: Selection of policy objective and JTF specific objective with justification Selected objective Programme Fund Justification for selection of a policy objective or JTF-specific objective [3 500 per objective] 2. Policy choices, coordination and complementarity ( 3 ) Reference: points (b)(i), (ii) and (iii) of Article 11(1) CPR A summary of the policy choices and the main results expected for each of the funds covered by the Partnership Agreement – point (b)(i) of Article 11(1) CPR Text field Coordination, demarcation and complementarities between the Funds and, where appropriate, coordination between national and regional programmes – point (b)(ii) of Article 11(1) CPR Text field Complementarities and synergies between the funds covered by the Partnership Agreement, the AMIF, the ISF, the BMVI, and other Union instruments – point (b)(iii) of Article 11(1) CPR Text field 3. Contribution to the budgetary guarantee under InvestEU with justification ( 4 ) Reference: point (g) of Article 11(1) and Article 14 CPR Table 2A: Contribution to InvestEU (breakdown by year) Contribution from Contribution to Breakdown by year Fund Category of region InvestEU window(s) 2021 2022 2023 2024 2025 2026 2027 Total ERDF More developed Transition Less developed ESF+ More developed Transition Less developed Cohesion Fund N/A EMFAF N/A Table 2B: Contribution to InvestEU (summary) Category of region Window 1 Sustainable Infrastructure Window 2 Research, Innovation and Digitisation Window 3 SME Window 4 Social Investment and Skills Total (a) (b) (c) (d) (f)=(a)+(b)+(c)+(d) ERDF More developed Less developed Transition ESF+ More developed Less developed Transition Cohesion Fund EMFAF Total Text field [3 500] (justification taking into account how those amounts contribute to the achievement of policy objectives selected in the Partnership Agreement in line with Art. 10(1) of the InvestEU Regulation) 4. Transfers ( 5 ) MS requests a ☐ transfer between categories of region ☐ transfer to instruments under direct or indirect management ☐ transfer between ERDF, ESF+, Cohesion Fund or to another Fund or Funds ☐ transfer of ERDF and ESF+ resources as complementary support to the JTF ☐ transfers from European territorial cooperation to Investment for jobs and growth 4.1. Transfer between categories of region Reference: point (e) of Article 11(1) and Article 111 CPR Table 3A: Transfers between categories of region (breakdown by year) Transfer from Transfer to Breakdown by year Category of region Category of region 2021 2022 2023 2024 2025 2026 2027 Total More developed More developed / Transition / Less developed Transition Less developed Table 3B. Transfer between categories of region (summary) Category of region Allocation by category of region Transfer to: Transfer amount Share of the initial allocation transferred Allocation by category of region after the transfer Less developed More developed Transition More developed Transition Less developed Transition More developed Less developed Text field [3 500] (justification) 4.2. Transfers to instruments under direct or indirect management Reference: Article 26(1) CPR Table 4A: Transfers to instruments under direct or indirect management where such possibility is provided for in the basic act ( *1 ) (breakdown by year) Transfer from Transfer to Breakdown by year Fund Category of region Instrument 2021 2022 2023 2024 2025 2026 2027 Total ERDF More developed Transition Less developed ESF+ More developed Transition Less developed Cohesion Fund N/A EMFAF N/A Table 4B: Transfers to instruments under direct or indirect management where such possibility is provided for in the basic act ( *2 ) (summary) Fund Category of region Instrument 1 Instrument 2 Instrument 3 Instrument 4 Instrument 5 Total ERDF More developed Transition Less developed ESF+ More developed Transition Less developed Cohesion Fund EMFAF Total Text field [3 500] (justification) 4.3. Transfers between ERDF, ESF+ and Cohesion Fund or to another Fund or Funds Reference: Article 26(1) CPR Table 5A: Transfers between ERDF, ESF+ and Cohesion Fund and to other Fund or Funds ( *3 ) (breakdown by year) Transfers from Transfers to Breakdown by year Fund Category of region Fund Category of region (where relevant) 2021 2022 2023 2024 2025 2026 2027 Total ERDF More developed ERDF, ESF+ or Cohesion Fund, EMFAF, AMIF, ISF, BMVI Transition Less developed ESF+ More developed Transition Less developed Cohesion Fund N/A EMFAF N/A Table 5B: Transfers between ERDF, ESF+ and Cohesion Fund or to another Fund or Funds (summary) ( *4 ) Transfer to/Transfer from ERDF ESF+ Cohesion Fund EMFAF AMIF ISF BMVI Total More developed Transition Less developed More developed Transition Less developed ERDF More developed Transition Less developed ESF+ More developed Transition Less developed Cohesion Fund EMFAF Total Text field [3 500] (justification) 4.4. Transfer of ERDF and ESF+ resources as complementary support to the JTF, with justification ( 6 ) Reference: Article 27 CPR Table 6A: Transfer of ERDF and ESF+ resources as complementary support to the JTF (breakdown by year) Fund Category of region Fund 2021 2022 2023 2024 2025 2026 2027 Total ERDF More developed JTF ( *5 ) Transition Less developed ESF+ More developed JTF Transition Less developed Table 6B: Transfer of ERDF and ESF+ resources as complementary support to the JTF (summary) Article 3 JTF Regulation allocation prior to transfers Transfers to JTF to the territory located in ( *6 ) : Transfer (complementary support) per category of region from: ERDF More developed Transition Less developed ESF+ More developed Transition Less developed Total More developed Transition Less developed Text field [3 500] (justification) 4.5. Transfers from European territorial cooperation goal (Interreg) to Investment for jobs and growth goal Reference: Article 111(3) CPR Table 7: Transfers from European territorial cooperation goal (Interreg) to Investment for jobs and growth goal Transfer from European territorial cooperation goal (Interreg) 2021 2022 2023 2024 2025 2026 2027 Total Cross-border Transnational Outermost Transfer to Investment for jobs and growth goal Fund Category of region 2021 2022 2023 2024 2025 2026 2027 Total ERDF More developed Transition Less developed ESF+ More developed Transition Less developed JTF N/A Cohesion Fund N/A Text field [3 500] (justification) 5. The form of Union contribution for technical assistance Reference: point (f) of Article 11(1) CPR The choice of the form of the Union contribution to technical assistance ☐ Technical assistance pursuant to Article 36(4) ( *7 ) ☐ Technical assistance pursuant to Article 36(5) ( *8 ) Text field [3 500] (justification) 6. Thematic concentration 6.1. Reference: Article 4(3) ERDF and CF Regulation Member State decides to ☐ comply with thematic concentration at national level ☐ comply with thematic concentration at category of region level ☐ take into account Cohesion Fund resources for the purpose of thematic concentration 6.2. Reference: point (c) of Article 11(1) CPR and Article 7 ESF+ Regulation Member State complies with thematic concentration requirements … % social inclusion Programmed under specific objectives (h) – (l) of Article 4 ESF+ Regulation Planned ESF+ programmes 1 2 … % support to the most deprived Programmed under specific objectives (m), and in duly justified cases (l) of Article 4 ESF+ Regulation Planned ESF+ programmes 1 2 … % support to youth employment Programmed under specific objectives (a), (f) and (l) of Article 4 ESF+ Regulation Planned ESF+ programmes 1 2 … % support to tackling child poverty Programmed under specific objectives (f), (h) – (l) of Article 4 ESF+ Regulation Planned ESF+ programmes 1 2 …% capacity building social partners and NGOs Programmed under all specific objectives except (m) of Article 4 ESF+ Regulation Planned ESF+ programmes 1 2 7. Preliminary financial allocation from each of the funds covered by the Partnership Agreement by policy objective, JTF specific objective and technical assistance, at national and where appropriate regional level Reference: point (c) of Article 11(1) CPR Table 8: Preliminary financial allocation from ERDF, Cohesion Fund, JTF, ESF+, EMFAF by policy objective, JTF specific objective and technical assistance ( *9 ) Policy objectives, JTF specific objective or technical assistance ERDF Cohesion Fund allocation at national level JTF ( *10 ) ESF+ EMFAF allocation at national level Total Allocation at national level Category of region Allocation by category of region Allocation at national level Article 3 JTF Regulation resources Article 4 JTF Regulation resources Allocation at national level Category of region Allocation by category of region Policy objective 1 More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Policy objective 2 More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Policy objective 3 More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Policy objective 4 More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Policy objective 5 More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated JTF specific objective Technical assistance pursuant to Article 36(4) CPR (where relevant) More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Technical assistance pursuant to Article 36(5) CPR (where relevant) More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Technical assistance pursuant to Article 37 CPR (where relevant) More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Total More developed More developed Transition Transition Less developed Less developed Outermost and northern sparsely populated Outermost and northern sparsely populated Article 7 JTF Regulation resources related to Article 3 JTF Regulation resources Article 7 JTF Regulation resources related to Article 4 JTF Regulation resources Total Text field [3 500] (justification) 8. List of planned programmes under the funds covered by the Partnership agreement with the respective preliminary financial allocations by fund and the corresponding national contribution by category of region Reference: point (h) of Article 11(1) and Article 110 CPR Table 9A: List of planned programmes ( 7 ) with preliminary financial allocations ( *11 ) Title [255] Fund Category of region Union contribution National contribution Total Programme ( *12 ) 1 ERDF More developed Transition Less developed Outermost and northern sparsely populated Programme 2 Cohesion Fund N/A Programme 3 ESF+ More developed Transition Less developed Outermost and northern sparsely populated Programme 4 JTF allocation (Article 3 JTF Regulation) N/A JTF allocation (Article 4 JTF Regulation) N/A Total ERDF, Cohesion Fund, JTF, ESF+ Programme 5 EMFAF N/A Table 9B: List of planned programmes ( 8 ) with preliminary financial allocations ( *13 ) Title [255] Fund Category of region Union contribution National contribution Total Union contribution without technical assistance pursuant to Article 36(5) CPR Union contribution for technical assistance pursuant to Article 36(5) CPR Programme ( *14 ) 1 ERDF More developed Transition Less developed Outermost and northern sparsely populated Programme 2 Cohesion Fund N/A Programme 3 ESF+ More developed Transition Less developed Outermost and northern sparsely populated Programme 4 JTF allocation (Article 3 JTF Regulation) N/A JTF allocation (Article 4 JTF Regulation) N/A Total ERDF, Cohesion Fund, ESF+, JTF Programme 5 EMFAF N/A Total All funds Reference: Article 11 CPR Table 10: List of planned Interreg programmes Programme 1 Title 1 [255] Programme 2 Title 1 [255] 9. A summary of actions planned to reinforce administrative capacity of the implementation of the funds covered by the Partnership Agreement Reference: point (i) of Article 11(1) CPR Text field [4 500] 10. An integrated approach to address the demographic challenges and/or specific needs of regions and areas (where appropriate) Reference: point (j) of Article 11(1) CPR and Article 10 ERDF and CF Regulation Text field [3 500] 11. A summary of the assessment of the fulfilment of relevant enabling conditions referred to in Article 15 and Annexes III and IV (optional) Reference: Article 11 CPR Table 11: Enabling conditions Enabling condition Fund Selected specific objective (N/A to the EMFAF) Summary of the assessment [1 000 ] 12. Preliminary climate contribution target Reference: Article 6(2) and point (d) of Article 11(1) CPR Fund Preliminary climate contribution ( 9 ) ERDF Cohesion Fund ( 1 ) As regards the ERDF, only table 2 in section 8 is relevant for European territorial cooperation goal (Interreg), while all the information in the remaining sections and tables concern only the Investment for jobs and growth goal. ( 2 ) Numbers in square brackets refer to number of characters without spaces. ( 3 ) The total length of the text inserted in the three text fields above shall be between 10 000 and 30 000 characters. ( 4 ) Contributions shall not affect the annual breakdown of financial appropriations at the MFF level for a Member State. ( 5 ) Transfers shall not affect the annual breakdown of financial appropriations at the MFF level for a Member State. ( *1 ) Transfers may be made to any other instrument under direct or indirect management, where such possibility is provided for in the basic act. Number and names of the relevant Union instruments will be specified accordingly. ( *2 ) Transfers may be made to any other instrument under direct or indirect management, where such possibility is provided for in the basic act. Number and names of the relevant Union instruments will be specified accordingly. ( *3 ) Transfers between ERDF and ESF+ can only be done within the same category of region. ( *4 ) Transfer to other programmes. Transfers between ERDF and ESF+ can only be done within the same category of region. ( 6 ) This transfer is preliminary. It should be confirmed or corrected at the first adoption of programme(s) with JTF allocation, as indicated in Annex V. ( *5 ) JTF resources should be complemented with ERDF or ESF+ resources of the category of region where the territory concerned is located. ( *6 ) JTF resources should be complemented with ERDF or ESF+ resources of the category of region where the territory concerned is located. ( *7 ) If chosen table 1 of section 8 is to be filled in. ( *8 ) If chosen table 2 of section 8 is to be filled in. ( *9 ) The amount should include the flexibility amounts in accordance with Article 18 CPR that have been preliminarily allocated. The actual allocation of the flexibility amounts will only be confirmed at the mid-term review. ( *10 ) JTF amounts after the envisaged complementary support from the ERDF and ESF+. ( *11 ) The amount should include the flexibility amounts in accordance with Article 18 CPR that have been preliminarily allocated. The actual allocation of the flexibility amounts will only be confirmed at the mid-term review. ( *12 ) Programmes may have joint support from the Funds in line with Article 25(1) CPR (as priorities may use support from one or more Funds in line with Article 22(2) CPR). Whenever the JTF contributes to a programme, the JTF allocation needs to include complementary transfers and be split to present amounts in accordance with Articles 3 and 4 JTF Regulation. ( 7 ) In case Article 36(4) CPR technical assistance was chosen. ( *13 ) The amount should include the flexibility amounts in accordance with Article 18 CPR that have been preliminarily allocated. The actual allocation of the flexibility amounts will only be confirmed at the mid-term review. ( *14 ) Programmes may have joint support from the Funds in line with Article 25(1) CPR (as priorities may use support from one or more Funds in line with Article 22(2) CPR). Whenever the JTF contributes to a programme, the JTF allocation needs to include complementary transfers and be split to present amounts in accordance with Articles 3 and 4 JTF Regulation. ( 8 ) In case Article 36(5) CPR technical assistance was chosen. ( 9 ) Corresponding to information included or to be included in programmes as a result of the types of intervention and the indicative financial breakdown pursuant to point (d)(viii) of Article 22(3) CPR.