How to Use Simplified Cost Options for ESI Funds?

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Intensive Workshop
How to Use Simplified
Cost Options for
ESI Funds?
13 - 14 November 2014 | Brussels
 New Rules & Regulations for 2014-2020:
How to use Simplified Cost options?
 Calculation methods & Practical Exercises:
Flat-rate Financing, Standard scale of unit costs
and Lump sums
 Considerations for managing and
Audit Authorities & Beneficiaries
 Setting up Simplified Cost models for
ERDF Projects
 Compliance with Eligibility Rules,
Public Procurement and State Aid Rules
CoNFERENCE
PROGRAMME
Day 1
Thursday, 13 November 2014
8:30
Registration & Welcome Coffee
9:00
Welcome & Introduction of Participants
Morning: New Rules & Calculation Methods
9:30
Afternoon: How to Implement Simplified Cost
Options: National (Best) Practices
14:00
Focus on Outputs and Results: The Enhanced
Use of Simplified Cost Options
 Developing and implementing a result-oriented
approach
 Requirements for financial management and control
 Considerations and requirements for beneficiaries
 Benefits & risks
 Discussion and exchange of experiences
 Why use Simplified Cost options?
 Scope of use and new rules for ESI Funds
in 2014-2020
 Increasing legal certainty in the application of SCos
 methods for SCos: Flat-rates, standard scale of unit
costs, lump sums
 Lessons learnt from 2007-2013
Louis Vervloet
Louis Vervloet
general Director, ESF-Agency Flanders, Brussels
14:45
general Director, ESF-Agency Flanders, Brussels
11:00
Coffee Break & Networking
11:30
Calculation Methods for Simplified Cost
Options & Practical Exercises
 Flat-rate Financing: Categories of costs and rates
 Standard scale of unit costs
 Lump sums: Definition of milestones and output
 Requirements for financial reporting
 Practical exercises and calculations
Setting up Simplified Cost Models
for ERDF Projects
&
actical cases
Pr
 Eligible costs under ERDF
experiences
 Public Procurement and SCos
 Flexibility in the operation of simplified cost models
 Benefits, challenges and pitfalls
 Discussion and exchange of experiences
16:00
Discussion Round & Expert Guidance
on National Practices
 Participants are asked to report on their
ssion
practices & experiences
Interactive se s
ce
ti
ac
 Discuss your individual
on best pr
questions in full confidentiality
 Receive expert guidance
Louis Vervloet
general Director, ESF-Agency Flanders, Brussels
13:00
Implementing Simplified Cost Options:
Considerations for Managing Authorities
& Beneficiaries
Lunch Break
Louis Vervloet
general Director, ESF-Agency Flanders, Brussels
Day 2
9:00
End of Day 1
11:30
Group Work: Best Practice and
Recommendations for a Successful
Use of Simplified Cost Models
Friday, 14 November 2014
Implementing Simplified Cost Options:
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 – How to avoid them?
 The European Courts of Auditor’s approach
 Discussion and exchange of experiences
Juan Ignacio Gonzalez Bastero
Head of Unit, Employment and Social Affairs - Financial
Audit, European Court of Auditors, Luxembourg (tbc)
11:00
17:30
Coffee Break & Networking
 Practical Cases & Recommendations for a successful
use of flat-rates, standard scale of unit costs and
lump sums
Davide Bonagurio
Expert for EU Structural Funds and Cohesion Policy,
Brussels; formerly Dg Employment, Social Affairs and
Inclusion
13:00
Lunch
14:00
End of Workshop
 Distribution of Certificates
GENERAL INFORMATION
Current Challenges for Responsible Authorities
The new regulation for 2014-2020 includes a number of measures that encourage
the use of simplified cost options and improves their legal certainty: Among others,
more possibilities are given to apply flat rates, not only based on indirect costs, but
to calculate any type of costs; more calculation methods have been introduced and
the threshold for lump sums has been increased. Although the extended use of simplification methods does explicitly include ERDF programmes, programme managers often encounter difficulties in their practical use, when it comes to cost
calculation and eligibilities of costs. As the use of simplified cost models and the move
towards a result-based management have significant implications on the management and control of EU Funds, all responsible programming bodies – Managing,
Certifying and Audit Authorities as well as Intermediate Bodies – need to familiarise with these new requirements.
Receive guidance from
experienced specialists
Learn how to implement and
apply the new rules & tools
Discuss your questions in
full confidentiality
Exchange your experiences
with colleagues from all over
Europe
Your Experts
Juan Ignacio
GONZALEZ BASTERO
Louis VERVLOET
Head of Unit, Employment and Social
Affairs - Financial Audit, European
Court of Auditors, Luxembourg (tbc)
general Director, ESF Agency
Flanders, Brussels
Davide BONAGURIO
Expert for EU Structural Funds and
Cohesion Policy, Brussels; formerly Dg
Employment, Social Affairs and Inclusion
Who should participate in this Workshop?
 Public officials from national and regional authorities, especially from:
 managing Authorities
 Intermediate Bodies
 Certifying Authorities
 Regional and local authorities
 Audit Authorities
 Court of Auditors
 Beneficiaries of EU funded projects, i.e.: Private and public
companies, associations, research institutes
 Bodies working in European Territorial Cooperation
 Public and private banks and other financial intermediaries
 International, national and local associations and networks
 Consultants and lawyers
Just send to us your cases and questions in advance!
We will forward them to our speakers, who will include your issues in the programme and answer them during the workshop. All information
concerning your questions and cases will be treated confidentially. As the number of participants is limited, participants will benefit from a
maximum of exchange and discussion of their individual questions.
JoURNAL
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EURoPEAN STRUCTURAL AND INVESTmENT FUNDS JoURNAL - EStIF
With the Programming Period 2014-20, the new European Structural and Investment Funds Journal
(EStIF) responds to the growing need for information exchange between the various stakeholders involved.
EStIF focuses on the practical aspects of implementation of Structural Funds in the European Union.The
articles, written by experienced specialists from both the European institutions and national authorities,
provide the readers with practical guidance and examples from various member States on how to manage,
implement and control the spending of European monies.
To offer a comprehensive approach to all current issues, EStIF includes various articles in different
categories, namely:
 The New Programming Period 2014-2020 & Lessons Learnt
 management, Implementation & Control of ESI Funds
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 Practices and Experiences from member States’
EStIF su iscount on
and Beneficiaries’ Perspectives
a 10% d
 Country Reports
ation fee
Publication frequency: quarterly • Approx. 100 pages •
ISSN 21 96-82 68 • Subscription rate: 198 EUR
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the parti
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How to Use Simplified Cost Options for ESI Funds?
VENUE
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The participation fees include the workshop material, drinks and snacks during the breaks
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CANCELLATION POLICY
Cancellations should be made in writing per post or fax. Please note that the full fee will be
charged for cancellations received after 29 october 2014. Nomination of a substitute remains
possible. A cancellation arising by reason of too small a number of participants is effected no later
than two weeks prior to the conference by the organisers. In this case the participation fee will
be refunded. A requirement for reimbursement of travel and accommodation expenses as well as
loss of working hours is not possible, unless such costs result from wantonly negligent or deliberate
behaviour on the part of the organisers.
Press date: 00 August 2014. Subject to alterations. For further information or online
registration please visit www.lexxion.eu/conferences.
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UPComINg EVENT
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 Financial Instruments: Funding mechanisms,
Ex-ante Assessment, monitoring & Control
 Integrated Territorial Approaches (ITI, CLLD, JAP)
 ESI Funds in compliance with State aid and Procurement rules
 and many more topics ...
27 - 28 November 2014
Brussels
For further information and online registration, please visit www.lexxion.eu/conferences