State Aid from A to Z

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Intensive Four-day Summer Course

Due to great demand: additional Summer Course

11 - 14 September 2017 | Ghent (near Brussels)

If you have any questions in regards to the programme of the upcoming Summer Course on State Aid or you would like to get any additional information, please contact Juliana Veit.

Download Programme


Day 1: Concept & Assessment of State Aid

Day 2: State Aid Exemptions: De Minimis, GBER & SGEI

Day 3: Main Horizontal Guidelines & State Aid Procedures

Day 4: Infrastructure Funding in Compliance with State Aid

Day 1: Monday, 11 September 2017

Concept & Assessment of State Aid


 Registration & Welcome Coffee


 Welcome Note & Introduction Round

 Chair: Phedon Nicolaides, Professor at the College of Europe, Bruges
 and the Maastricht University; Academic Director at Lexxion Training

Morning Session

 System and Structure of State Aid Control in the EU

  • Modernisation Initiative
  • Responsibilities of the European Commission, Member States and beneficiaries

 Phedon Nicolaides


 Coffee Break & Networking


 Concept and Principles of State Aid

  • The requirements of Art. 107 TFEU
  • The notion of aid
  • The notion of undertaking
  • Economic vs. non-economic activity
  • Determining advantage and selectivity of measures

 Phedon Nicolaides


 Lunch Break


 Case Studies & Working Groups Exercise:
Does a Measure Fulfil the Criteria of Art. 107 TFEU and
 Constitute State Aid?

 Phedon Nicolaides



15:00  Coffee Break & Networking
Afternoon Session

 Compatibility Assessment of State Aid

  • Is there a need for a subsidy?
  • Appropriateness of State aid measure
  • Funding gap method and market failure
  • Incentive effect and proportionality
  • Avoidance of undue negative effects on competition and trade between Member States
  • Transparency and evaluation

 Phedon Nicolaides


 Practical Exercise: The Market Economy Operator Principle

  • When is a public measure State aid – The notion of advantage
  • The State as economic actor and public authority
  • The MEO test in practice: When and how to apply it?

  Phedon Nicolaides


 Summary and Lessons Learnt of Day 1

17:45  End of Day 1

19:00  Evening event: Common Dinner & Networking

Day 2: Tuesday, 12 September 2017

State Aid Exemptions: De Minimis, GBER & SGEI
Morning Session

Chair: Péter Staviczky
, State Aid Attaché, Permanent Representation of Hungary to the EU, Brussels


 De minimis Regulation

  • Application of Regulation 1407/2013
  • Thresholds, gross grant equivalent and cumulation

 Péter Staviczky


 General Block Exemption Regulation (GBER)

  • The new GBER rules: Common and specific provisions
  • Scope and categories of exempted aid
  • Thresholds, incentive effect, cumulation rules

 Péter Staviczky


 Coffee Break & Networking

11:30  GBER: Best Practice for Application in Member States
  • Experiences and challenges with the practical application of GBER
  • How to design your project in compliance with GBER rules?
  • Discussion and Q&A

 Péter Staviczky

13:00  Lunch Break
Afternoon Session

 Services of General Economic Interest (SGEI)

  • Concept of SGEI
  • Recent judgements and Commission decisions
  • SGEI Package (2012) and Altmark criteria
  • How to define a market gap?
  • How to calculate compensation?
  • How to notify SGEI aid?

 Olga Simeon, Case Handler, State aid Transport, DG Competition,
 European Commission, Brussels


 Coffee Break & Networking


 Case Studies: SGEI Rules in Different Sectors

  • Health and Social Services
  • Social housing
  • Public transport

 Péter Staviczky


 Summary and Lessons Learnt of Day 2

17:45  End of Day 2

Day 3: Wednesday, 13 September 2017

State Aid Procedures & Main Horizontal Guidelines
Morning Session

 Chair: Mihalis Kekelekis
, Senior Officer, Competition and State Aid
 Directorate, EFTA Surveillance Authority, Brussels


  State aid for R&D&I & Practical Cases

  • The new Framework for State Aid for R&D&I
  • Non-economic research vs economic research
  • Collaboration between research organisations and undertakings
  • GBER rules
  • Practical experience


 Mihalis Kekelekis


 Coffee Break & Networking


  Regional Aid & Practcial Cases

  • Guidelines on Regional State aid 2014-2020
  • Regional aid under the GBER – Implications for Member States’ authorities
  • Compatibility measures of regional aid
  • Treatment of SMEs and large investment projects
  • When does a Member State have to notify? Can a Member State withdraw a notification?
  • Practical experiences
 Expert from DG Competition, European Commission, Brussels



 Environmental and Energy Aid & Practical Cases

  • Guidelines and Legal framework for energy and environment projects: Scope of application
  • Notifiable energy and environmental aid
  • Specific State aid provisions for energy efficiency and renewable energy
  • Practical experiences
 Ariane Richter, State Aid Expert, Berlin

12:30  Lunch Break
 Afternoon Session
13:30  State Aid Procedures: Notification
  • Notification procedure: The new Regulation 2015/1589
  • What needs to be notified and how?
  • Types of procedures
  • Practical case: How to notify a measure?
 Jan Philipp Otter, Local Partner, PwC Legal, Hamburg

 Coffee Break & Networking

15:30  State Aid Procedures: Recovery of Unlawful Aid
  • Non-compliance and recovery of unlawful aid
  • Practical Case: How to Recover Unlawful Aid?
 Jan Philipp Otter

 Summary and Lessons Learnt of Day 3


 End of Day 3 


 Evening event: Boat Tour & Common Dinner


Day 4: Thursday, 14 September 2017

Infrastructure Funding in Compliance with State Aid
Morning Session

Chair: Mihalis Kekelekis


 Funding of Infrastructure in Compliance with State Aid

  • Infrastructure Funding in regional policy
  • Funding infrastructure after Leipzig/Halle: What are public authorities still al-lowed to finance?
  • MEIP and its application to infrastructure funding
  • Compatibility principles of infrastructure funding
  • The 20% rule of infrastructure funding

 Mihalis Kekelekis

 Marijana Liszt
, Attorney at law, Posavec, Rašica & Liszt Law Firm,


 Coffee Break & Networking


 Practical Exercises and Group Work on Infrastructure Funding:

  • Transport infrastructure
  • Financing of airports
  • Research infrastructure
  • Sport and multifunctional recreational infrastructures
  • Public Utilities infrastructure: water, sewerage and waste

 Participants will work on cases. The results will be presented and
 discussed commonly.

 Mihalis Kekelekis & Marijana Liszt

13:00  Lunch Break


 Problem-Solving Session and Final Discussion

 Discuss your individual cases and questions in full confidentiality


 Summary and Lessons Learnt of Day 4 and the Summer Course

15:15  End of the Summer Course & Distribution of Certificates

*Programme can be subject to change.


Publication frequency: quarterly
ISSN 16 19-52 72

Further information

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

Further information
Verlagsbroschuere 2017 Lexxion brochure 2017