Summer Course: How to Use Simplified Cost Options for ESI Funds?

Implementation, Calculation Methods, Control and Audit


20-22 June 2018 | Lake Como (near Milan), Italy

Fully booked! A two-day Workshop on Simplified Cost Options will be offered on 15-16 November in Nice, France. For any further information please contact Juliana Veit.


Programme


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Day 1: Wednesday, 20 June 2018

Methodology and Calculation Methods of Simplified Cost Options


08:45

Registration & Welcome Coffee

09:15

Introduction Round

09:45

Simplified Cost Options: Regulatory Framework and Principles

  • Methodology and principles of SCOs
  • Focus on output and results: Why, when and how to use simplified cost models?
  • Fund-specific rules and national rules
  • Changes introduced by the Omnibus regulation
  • Simplification and reduction of 'gold-plating'
  • New and extended EU-level options and off-the shelf SCOs

Louis Vervloet, General Director, ESF Agency Flanders, Brussels

10:45

Coffee Break

11:15

Calculation Methods for Simplified Cost Options

  • Use of existing EU schemes or existing own national schemes
  • Use of specific rates and methods from the CPR and Fund specific regulations
  • Introduction into the calculation methods: flat-rate financing, standard scales of unit costs and lump sums
  • Ex ante evaluation
  • Combination of cost options

Louis Vervloet, General Director, ESF Agency Flanders, Brussels

12:00

Flat-rate Financing: How to Apply & Practical Examples

  • Categories of costs and rates applied
  • Calculation methods for indirect costs
  • How do you calculate staff costs?
  • Fund-specific rules
  • Examples of flat-rates

Louis Vervloet, General Director, ESF Agency Flanders, Brussels

12:45

Lunch Break

14:00

Standard Scales of Unit Costs & Lump Sums: Principles & Practical Examples

  • General principles
  • When to apply and how to calculate?
  • How do you calculate staff costs?
  • Lump sums: Definition of milestones
  • Limits of the use of lump sums
  • Examples of unit costs and lump sums

Luca Santin, Expert for EU Structural Funds, Italy
Louis Vervloet, General Director, ESF Agency Flanders, Brussels

14:45

Application of Art. 14.1 & Delegated Acts

  • Advanced options under Art. 14.1 ESF: Scope of application
  • Principles and main differences of Art. 67 CPR and article 14.1 ESF
  • What steps to take with the Commission to have a delegated act being approved?
  • Practical examples from Member States and decisions

Maeve Hamilton, Head of EU Managing Authority, Department for the Economy, Northern Ireland
Louis Vervloet, General Director, ESF Agency Flanders, Brussels

15:30

Coffee Break

16:00

Exercises and Practical Group Work on Calculation Methods

Participants will work on real-life cases and exercises on the use of flat-rates, unit costs and lump sums.

Maeve Hamilton, Luca Santin & Louis Vervloet

17:00

End of Day 1

18:30 Evening event: Boat tour on Lake Como with dinner
   


Day 2:
Thursday, 21 June 2018

How to Implement and Make Best Use of SCOs in Your Operational Programme?

 
09:00

Implementing SCOs: Considerations for Managing and Certifying Authorities & Beneficiaries

  • Why use SCOs: Considerations for MAs, CAs, IBs and beneficiaries
  • How to develop a Simplified cost model: Steps, negotiations, and institutions involved
  • How to work together with the European Commission
  • Step-by-step guidance on how to implement flat-rates, unit costs and lump sums
  • Developing and implementing a result-oriented approach
  • The 3P-Model: 3 main processes of structuring organisations
  • Benefits and risks of using SCOs
  • National experiences and expert guidance: Discussion and exchange of experiences

Louis Vervloet, General Director, ESF Agency Flanders, Brussels

10:30

Coffee Break

11:00

Setting up Simplified Cost Models for ERDF Projects

  • How to use simplified cost models in ERDF projects?
  • Eligible costs under ERDF
  • Public Procurement and SCOs
  • Flexibility in the operation of simplified cost models
  • Benefits, challenges and pitfalls

Maeve Hamilton, Head of EU Managing Authority, Department for the Economy, Northern Ireland

12:30

Lunch Break

13:45

Best Practice and Recommendations for a Successful Use of Simplified Cost Models in Operational Programmes

Group work and exercises on real-life examples: Receive guidance and recommendations on the most relevant approaches, actions and operative solutions adopted by Managing Authorities. Become familiar with the change management process due to the SCO implementation.

Luca Santin, Expert for EU Structural Funds, Italy

15:30

Coffee Break

16:00

Interactive Session: Planning the Activities for Upcoming Months in Your Member State/Operational Programme

  • Participants are asked to exchange and report on their current practices & experiences on SCO
  • Discuss your current challenges and individual questions in full confidentiality
  • Receive expert guidance

Maeve Hamilton, Luca Santin & Louis Vervloet

17:00

End of Day 2


Day 3:
Friday, 22 June 2018

Control and Audit of Simplified Cost Options

   
09:00

First-Level Control & Verification of Simplified Cost Options

  • How to verify SCOs and what needs to be verified
  • Eligible Costs using SCOs
  • Compliance of SCOs with State aid and public procurement
  • How to reduce risks and errors?
  • Requirements for financial reporting

Maeve Hamilton, Head of EU Managing Authority, Department for the Economy, Northern Ireland

10:00

How to Ensure Good Cooperation between Managing and Audit Authorities?

Maeve Hamilton, Head of EU Managing Authority, Department for the Economy, Northern Ireland

Balázs Révai, Deputy Director, Directorate for Strategy and Methodology, Directorate General for Audit of European Funds, Budapest

10:45

Coffee Break 

11:15

Audit of Simplified Cost Options

  • Using SCOs: Considerations for Audit Authorities
  • Implications for the audit procedure: Audit of methodology
  • Specific audit trail requirements
  • Compliance with eligibility rules, public procurement and State aid rules
  • Errors and irregularities in SCOs – how to avoid them?
  • The European Court of Auditors' approach

Balázs Révai, Deputy Director, Directorate for Strategy and Methodology, Directorate General for Audit of European Funds, Budapest

12:45

Lunch Break

14:00

Practical Exercises and Group Work on Eligibility of Costs: How to Avoid Errors and Irregularities in SCO?

Participants will work on practical exercises and will discuss different situations where SCO are being applied. Given the use of different options, participants will assess whether and why there is ground for an irregularity.

Maeve Hamilton

15:30

End of Summer Course & Distribution of Certificates


*Programme can be subject to change.



Programme

State Aid and Services of General Economic Interest (SGEI)
 
 

EStIF
European Structural and Investment Funds Journal
Publication frequency: quarterly
approx. 80 pages
ISSN 21 96-82 68

Further information
Banner Verification November 2018 Kopie

Banner SCO für Lexxion Website JT 3 Kopie


Impressions of the location




EStAL
Journal
Publication frequency: quarterly
Subscription: € 442,-
ISSN 16 19-52 72

Further information
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