UNITA financial sustainability

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     Notice: The following sections are missing information: Inputs & Resources.
    Task number 2
    Name UNITA financial sustainability
    Strategic Axes Quality, Impact and Sustainability, Governance
    Workpackage Impact and dissemination



    Objectives

    • This Task is focused on identifying and/or developing tools for ensuring the financial sustainability of the alliance, as well as increasing the success rate in third-party funding through systemic cooperation on complementary project proposals.
    • Aim of the task: Ensure the financial sustainability of the alliance by identifying the UNITA activities and initiatives that generate potencial income and valorising multiple sources of financing, and implementing a new economic model for the alliance:
      • UNITA Project Engine Office:
      • Connected to various support departments of members
      • All sources of income considered:
      • Including microcredentials and lifelong training
      • New sustainability plan

    Inputs & Resources

    Source documentation:

    Resources

    • Human Resources: List of staff on the task, roles and position:
    • Financial: Budget allocated to the task:
    • Materials: Type of materials required (computers, software, scientific tools):
    • Intangible: Type of intangible materials (communication tools, data bases,…):

    Activities & Sub-Tasks

    Source documentation: In each WP folder, document entitled “WPx_full_description)


    List of activities Actions to implement Deadline
    A5.2.1 Update the UNITA Sustainability Plan Introduce new partners to the UNITA Sustainability Plan from the pilot phase.

    Pool existing fundraising strategies, calls in other countries, and potential collaboration areas.

    Organize a 2-day workshop with 3 sections:

    • Section 1: Lessons learned from UNITA 1 Sustainability Plan and constellation projects.
    • Section 2: Fundraising strategies, synergies, and income sources.
    • Section 3: Open discussion and conclusions.

    Preparation (3 months), execution (1 month), and post-processing (1 month) supported by UNITA Offices. Inputs collected via surveys and interviews with relevant task teams (TT 1.1, 2.3, 3.2, 4.1, 4.2, 5.5).

    		MM.YYYY
    A5.2.2 Define the economic model and common financial methodology Prepare and carry out a workshop on UNITA Financial Sustainability.

    Conduct surveys and interviews.
    Analyze results and use them to update the UNITA Sustainability Plan.
    Disseminate findings and methodology.

    		(M1–M10)
    A5.2.3 Set up and run the UNITA Project Engine Office Create the UNITA Project Engine Office within the Legal Entity to support financial sustainability through:
    • Consultancy for funding
    • Project scouting
    • Support in project applications
    • Development of fundraising campaigns
    • Alumni engagement

    Leverage internal tools like the research cartography (Task 4.2) and ecosystem mappings (Task 4.1).
    Provide specifications to the Legal Entity to ensure alignment with UNITA’s needs.

    		(M11–M48)
    A5.2.4 Implement the UNITA Sustainability Plan and refine the common financial methodology Implement the updated Sustainability Plan.

    Monitor financial performance of initiatives.
    Provide feedback to refine the financial methodology.

    		(M13–M30)

    Indicators

    These indicators have been gathered from the different source (list below) and have been gathered from interviews driven by Task 5.4 UNITA impact observatory.

    Outputs

    Source documentation: In each WP folder, document entitled “WPx_full_description)

    These indicators have been chosen and agree during the Phase 2 proposal made to the European Commission.

    To be defined by T5.4 members previously to interviews and to be proposed to task co leader

    Subtask Outputs

    Sub Task Outputs
    Indicate concerned sub task     		Outputs indicator
    Expected results at the sub-task level / To be verified in interview with task co-leaders     		Source of data
    To be verified in interview with task co-leaders
    A5.2.2 Preparation and implementation of a workshop on UNITA Financial Sustainability - Number of coordination meetings
    - Number of surveys and interviews conducted
    - Workshop held and participants involved
    - Synthesis and analysis report of the workshop results
    - Updated version of the UNITA Sustainability Plan disseminated     		EPO (Engine Project Office)

    Outcomes

    Source documentation:

    Task Outcomes

    Task Outcomes
    Identify the outcomes     		Outcomes indicator
    Expected results at the task level / To be verified in interview with task co-leaders     		Source of data
    To be verified in interview with task co-leaders
    List objectives and primary indicators at task level to reach them • The financial sustainability plan will provide the methodologies and rules to channel and manage third-party funding, and in particular the activity of the UNITA Project Engine Office To be defined in interview
    What are the benefits of the actions for the alliance partners? How does the task transform the partners? • Ensure the financial sustainability of the alliance by identifying the UNITA activities and initiatives that generate potential income and valorising multiple sources of financing
    • Implementing a new economic model for the alliance     		To be defined in interview
    To what extent did the task contribute to achieve WP’s and/or UNITA’s goals? • To be defined in interview To be defined in interview

    Impacts

    Source documentation:

    Users / Beneficiaries Intern to UNITA End-Users / Beneficiaries extern to UNITA
    1) Who are the stakeholders benefiting of the task’s actions? Partners of UNITA To check with the T5.1 list
    To be defined in interview
    2) To what extent has the local/international society changed as a result of outcomes compared to before UNITA? What are the long term results for them? 1. Lifelong Learning activities & microcredentials

    2. Common infrastructure
    3. Common “official” academic services
    4. Joint research projects
    5. Other joint projects
    6. Other activities suitable for being jointly developed
    7. Curriculum internationalization
    8. Student and staff mobility
    9. Romance languages and intercomprehension
    10. PhD cotutelles
    11. Joint quality/impact assessment
    12. Joint communication, dissemination and marketing activities
    13. Joint promotion of European citizenship
    14. Joint promotion of sustainable human resources policies
    15. Joint promotion of green sustainability in UNITA campuses

    		To be defined in interview

    Indicators' data sheet

    Description Unit of measurement Source of data Frequency Baseline (2022) Target 2027 Possible sub indicators
    Number of submitted UNITA multi-partner projects run by the PEO (proposals) Number EPO Every 6 months, annually 0 ?? Number of projects by thematic area; success rate
    Number of awarded UNITA multi-partner projects run by the PEO Number EPO Every 6 months, annually 0 ?? Number of awarded projects by funding program (e.g. Horizon Europe, Interreg)
    Amount of money awarded in UNITA multi-partner projects run by the PEO € EPO Every 6 months, annually 0 ?? Average grant amount per project; total funding by source
    Number of researchers involved in UNITA multi-partner projects run by the PEO Number EPO Every 6 months, annually 0 ?? Number of institutions involved; gender balance of researchers

    Data collection

    • Manual collection: -
    • Automatic collection: -
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