With Fo cus on: • Cost-B enefit A na • State A id Rules lysis • Enviro nmenta l Impac t Asses sment European Seminar New Obligations for High Cost Projects 21st – 22nd May 2015, Berlin With experts from: Brochure Major Projects Funded by ESI Funds 2014-2020 • European Commission, DG Competition • European Commission, DG Environment • European Court of Auditors, Financial Audit • General Directorate for National Roads and Motorways, Department for EU Projects and Monitoring, Poland • Prime Minister’s Office, Department for Monitoring and Evaluation of ESI Funds, Hungary 1 EUROPEAN SEMINAR Major Projects Funded by ESI Funds 2014-2020 Be prepared for submitting and implementing a Major Project funded by ESI Funds 2014-2020 The European Structural and Investment Funds (ESI Funds) 2014-2020 offer the possibility to support an operation comprising a series of works, activities or services of a precise economic or technical nature (for which the total eligible costs exceed 50 million Euro) as well as operations contributing to one thematic objective (where the total eligible costs exceed 75 million Euro) such as transport, energy, infrastructure, water and waste projects. Who is this seminar for? Members of Staff dealing with Major Projects (above 50 million EUR) governed by Regulation (EU) 1303/2013 in the fields of: • Transport • Energy • Infrastructure • Water • Waste These undertakings constitute „Major Projects“ and must be approved by the European Commission in order to get financed. For this purpose, Managing Authorities need to submit numerous documents and calculate total cost and total eligible cost – taking account of the requirements set out in Article 61, Regulation (EU) 1303/2013 regarding the revenues generated during the programming period and afterwards – and prepare and carry out the following analyses and studies: • A cost-benefit analysis (CBA), including an economic and a financial analysis, as well as risk assessment from departments such as: • EU (Structural) Funds Department • A feasibility study, including an option analysis and expected results • An assessment whether the intended measures constitute State aid and identifying possible State aid exemptions • An analysis of the environmental impact, taking into account climate change adoption • Finance Department • Financial Management and Control Department and mitigation needs as well as disaster resilience • An explanation as to how the Major Project is consistent with the relevant priority axis of the operational programme • A financial plan showing the total planned financial resources and the planned support from the ESI Funds • A timetable for implementing the Major Project Failures in these procedures may lead to irregularities, and consequently to serious implications for the realisation of your Major Project. Learn how to prepare a correct documentation and conduct the necessary analyses required by the European Commission in this practical European Seminar. Moreover, learn about JASPERS’ enhanced role in this current programming period and how you can make the approval process for your Major Projects more efficient by involving independent experts. “I’ve learned a lot and feel a lot more confident in my role as a project manager. Everyone involved in Major Projects should attend this seminar.” 2 • Department for Preparing and Monitoring of projects • Audit Department What will you learn at this seminar? • How to prepare for and submit an application for approval of a Major Project • How to best set up a financial plan and timetable for your Major Projects • How can you prevent exposing your projects to financial risk by doing a proper feasibility study and cost-benefit analysis? • How to conduct a cost-benefit analysis and to decide whether you should submit and implement your project • How to calculate the financial gap in revenue generating projects • What has changed in the current programming period 2014-2020 regarding revenue-generating projects, as set out in Article 61 of Regulation (EU) 1303/2013? • What has to be taken into account regarding the interpretation of calculated results? • How to ensure that the project is in compliance with EU State aid rules • What are appropriate exemptions from State aid rules? Your benefits • Gain up-to-date knowledge regarding Major Projects in the current programming period 20142020 with our qualified speakers • Get your Major Project approved by the European Commission • Make sure that your Major Projects are financed according to State aid law • Secure that your projects start with the implementation on time • Learn how to improve your performance of financial and economic analyses for ESI-funded projects – Build a reliable basis for your investment decisions • Find out the “hard facts” of your projects and avoid exposing them to financial risks • Discuss the crucial steps of CBA based on practical case studies and exercises • What is the impact of ex ante conditionalities and the Strategic Environmental Assessment on Major Projects? • How to take into account sustainability and environmental issues in your Major Projects • Learn how to apply Article 61 of Regulation (EU) 1303/2013 correctly • Discuss your own examples, challenges and experiences with our qualified speakers and receive plenty of practical advice for your day-to-day work • Network with colleagues from all across Europe and exchange know-how Optional Course for the „Master of Management in EU Funds“ This European Seminar is also an Optional Course for the „Master of Management in EU Funds“ For further Information, please click here. 3 PROGRAMME DAY 1 Major Projects Funded by ESI Funds 2014-2020 PEGGY VERCAUTEREN 8.30-9.00 Registration and Handout of Seminar Documents 9.00-9.05 Opening Remarks from the European Academy for Taxes, Economics & Law 9.05-9.30 Welcome Note from the Chair and Round of Introductions •Expectations and experiences of the participants Peggy Vercauteren, Principal Auditor, Employment and Social Affairs - Financial Audit, European Court of Auditors 9.30-10.30 Major Projects in 2014-2020: New Challenges Ahead •Regulatory changes affecting Major Projects, new DG Regio Guidelines •Independent quality review – JASPERS’ enhanced assistance •Implication on programme implementation and N+3 •Tackling the challenges Balázs Pichler, Deputy Head of Department, Monitoring and Evaluation Department of ESI Funds, Prime Minister’s Office, Hungary 10.30-10.45 Discussion Round 10.45-11.15 Coffee Break and Networking Opportunity 11.15-12.00 Better and Worse: Lessons Learnt for 2014-2020 By exploring some real Major Projects from the past, participants will understand •Major Projects need more than outstanding engineering studies •Securing the budget by timing and planning •Importance of the public opinion •Knowing the market •Correct risk assessment or just bad luck •Additional information / background on this topic: ECA Report 4/2012 on Seaports Principal Auditor, Employment and Social Affairs - Financial Audit, European Court of Auditors Peggy Vercauteren is a Certified Internal Auditor (CIA) and has been working at the European Court of Auditors since 2003. Her experience in performance audits includes, inter alia, the audit on seaports (report 4/1012), executive agencies of the Commission (report 13/2009: Delegating implementing tasks to executive agencies: a successful option?) and the Intelligent Energy programme, IEE1 (report 7/2008 Intelligent Energy 2003-2006). Currently, she is coordinating the financial and compliance audit of ESF in the operational programmes. Previously, she was the lead auditor on the audit on Closure of the 2000-2006 Period in Structural Funds. Prior to her employment at the European Court of Auditors, Peggy Vercauteren worked as an Internal Auditor in banking, in a commercial function in banking and as an Economic Assistant to the Technical Director in the Port of Antwerp. BALÁZS PICHLER Deputy Head of Department, Monitoring and Evaluation Department of ESI Funds, Prime Minister’s Office, Hungary Since 2010, Balázs Pichler is responsible for the programme level monitoring of EU funds programmes in Hungary. First, as a Head of Unit in the National Development Agency (NDA), and now as a Deputy Head of Department at the Prime Minister’s Office his tasks include producing reports on the implementation of programmes, monitoring the composition of Major Project applications and producing forecasts on funds’ absorption. In 2013 he was responsible for the elaboration and implementation of an action plan which allowed Hungary to avoid automatic decommitment. Between 2007 and 2010, as a Member of the Cabinet of the Head of the NDA, his tasks included the monitoring of and reporting on the key projects of EU programmes. A direct link with the later presentations on Environmental Impact Assessment and State aid will be demonstrated with the projects serving as case. Peggy Vercauteren, Principal Auditor, Employment and Social Affairs - Financial Audit, European Court of Auditors 12.00-12.15 Discussion Round 12.15-13.30 Lunch Break and Networking Opportunity 4 “The seminar was well organised, well structured and with good speakers, who were practitioners in the field.” PAWEŁ ENGEL 13.30-14.15 Deputy Director, Department for EU Projects and Monitoring, General Directorate for National Roads and Motorways, Poland Feasibility Study and Cost Benefit Analysis – Key Issues to Consider •The new European Commission Guide •Major Projects – The requirements concerning feasibility study and CBA •Input data for the CBA and its sources •Financial analysis and its outcome •Revenue generating projects – How to calculate the financial gap? •Economic analyses, effectiveness indicators and their interpretation •Risk and sensitivity analysis Paweł Engel, Deputy Director, Department for EU Projects and Monitoring, General Directorate for National Roads and Motorways, Poland 14.15-14.30 Since 2008, Paweł Engel has been working as Deputy Director of the Department for EU Projects and Monitoring in the General Directorate for National Roads and Motorways in Poland. During the programming period 2007-2013 he was responsible for the application process resulting in 50 projects with roughly EUR 10 bn of EU contribution. Moreover, Paweł Engel is in charge of preparing feasibility studies and CBAs, having made more than 30 calculations for road projects. Previously, he worked in the field of pre-accession and Structural Funds, inter alia, in the Polish Ministry of Regional Development. Discussion Round Workshop ERIKA SALTARELLI Project Manager, Department for Monitoring and Evaluation of ESI Funds, Prime Minister’s Office, Hungary 14.30-16.00 Going Through a Calculated Cost-Benefit Analysis – Step-by-Step Preparing for and conducting a cost-benefit-analysis in practice can be challenging. The case study will therefore provide an opportunity for the participants to put theory into practice as learned in the previous session. How to determine the demand? Investment and operational cost and revenues As Project Manager in the Department for Monitoring and Evaluation Erika Saltarelli is responsible for the coordination and monitoring of Major Projects for six Managing Authorities as well as for JASPERS’ coordination. Before Erika Saltarelli joined the Prime Minister’s Office, she carried the same responsibilities at the National Development Agency in Hungary in the Department for Programme and Project Preparation. Erika Saltarelli has contributed significantly to the Hungarian legislation related to Major Projects and the phasing of projects for the 2014-2020 period. Financial analysis and financial gap Economic analysis Sensitivity analysis Participants work on a case study in groups and present and discuss their findings. Paweł Engel, Deputy Director, Department for EU Projects and Monitoring, General Directorate for National Roads and Motorways, Poland A coffee break will be included in the workshop. 16.00-16.45 Phasing – A Special Tool for Programme Management and Better Absorption •Phasing in the closure guidelines and national legislation •Phasing and the absorption-management •Methodology for the monitoring of possible phased projects •Phasing of Major Projects – Requirements of the applications •Technical content of phased projects (road, rail, flood management etc.) Erika Saltarelli, Project Manager, Department for Monitoring and Evaluation of ESI Funds, Prime Minister’s Office, Hungary 16.45-17.00 Discussion Round 17.00 End of Day One 5 PROGRAMME DAY 2 Major Projects Funded by ESI Funds 2014-2020 9.00-9.15 Welcome Note from the Speaker Diana Barglazan, Policy Officer, State Aids, Markets and Cases I: Energy and Environment, DG Competition, European Commission 9.15-10.00 Successfully Tackling State Aid Issues •When do State aid rules apply? •When is it possible to grant aid? •If aid is involved, is a notification necessary? •State Aid Legal Framework for the 2014-2020 programming period •Public Support for the Implementation of Important Projects of Common European Interest (IPCEIs) Diana Barglazan, Policy Officer, State Aids, Markets and Cases I: Energy and Environment, DG Competition, European Commission DIANA BARGLAZAN Policy Officer, State Aids, Markets and Cases I: Energy and Environment, DG Competition, European Commission Since 2009, Diana Barglazan is part of the unit dealing with State aid control in the field of energy and environmental protection in DG Competition. She has extensive experience with support schemes for energy from renewable sources, energy infrastructure projects, energy efficiency, waste management and detailed economic assessment of individual State aid cases. She is now also part of the team providing guidance on the interpretation of the Energy and Environmental Aid guidelines, and of the GBER section on aid for environmental protection. 10.00-10.15 Discussion Round 10.15-10.45 Coffee Break and Networking Opportunity Workshop 10.45-12.15 How to Assess Whether Support for an Infrastructure Project Involves State Aid Member States are responsible for adhering to State aid rules. Failure to abide by these rules can have severe financial consequences. In this interactive session the participants will work on case studies and get the opportunity to train their ability to decide when aid can be excluded from infrastructure support. Which are the elements excluding State aid from support to infrastructure in general? Which elements could exclude aid from support to water and waste water infrastructure? Under which conditions can aid be excluded from support to waste infrastructure? Under which conditions can aid be excluded from support to energy infrastructure? Participants work on the case studies in groups, present and discuss their findings. Diana Barglazan, Policy Officer, State Aids, Markets and Cases I: Energy and Environment, DG Competition, European Commission 12.15-13.45 Lunch Break and Networking Opportunity 6 GEORGES KREMLIS Head of Unit Enforcement, Cohesion Policy & European Semester, Cluster 1, DG Environment, European Commission As the Head of the „Enforcement, Cohesion Policy & European Semester, Cluster 1“ Unit, Georges Kremlis is responsible for the enforcement of EU environmental law and of the compliance with environmental law of projects (and plans and programmes) cofinanced by the EU as well as the evaluation of their impacts. He is also responsible for environmental integration in Cohesion Policy and the Trans European Networks for Energy and Transport. From June 2005 to May 2013 Georges Kremlis was the Head of the Unit „Cohesion Policy and Environmental Impact Assessments“, responsible for the overall integration of the environment in the Cohesion Policy, the Trans European Networks for Energy and Transport, and EIB/EBRD loans. Before that, Georges Kremlis served for one year as the Head of the “Legal affairs and Governance” Unit, and from 1995 to 2004 he worked as the Head of the Legal Unit, responsible for all legal issues in DG Environment, including, inter alia, the legality of new initiatives, the implementation of EC environmental legislation and investigation of national compliance with EC Directives and Regulations, and handling of complaints. 13.45-14.45 Moving Towards More Sustainable 2014-2020 Major Projects: The Benefits of Ex Ante Conditionalities and Strategic Environmental Assessment (SEA) •Environmental ex ante conditionalities - Introduction to environmental ex ante conditionalities - Overall assessment of the fulfilment of environmental ex ante conditionalities (level of fulfilment by MS and action plans) - Impact of ex ante conditionalities on Major Projects - Added value •Strategic Environmental Assessment - Introduction to the Strategic Environmental Assessment Directive and its application to 2014-2020 Cohesion Policy programmes - Overall assessment of the application of the Strategic Environmental Assessment - Impact of the Strategic Environmental Assessment on Major Projects - Added value •Overall conclusions •Ex ante conditionalities concerning the Environmental Impact Assessment and Strategic Environmental Assessment PAWEŁ ENGEL Deputy Director, Department for EU Projects and Monitoring, General Directorate for National Roads and Motorways, Poland Since 2008, Paweł Engel has been working as Deputy Director of the Department for EU Projects and Monitoring in the General Directorate for National Roads and Motorways in Poland. During the programming period 2007 - 2013 he was responsible for the application process resulting in 50 projects with roughly EUR 10 bn of EU contribution. Moreover, Paweł Engel is in charge of preparing feasibility studies and CBAs, having made more than 30 calculations for road projects. Previously, he worked in the field of pre-accession and Structural Funds, inter alia, in the Polish Ministry of Regional Development. Georges Kremlis, Head of Unit Enforcement, Cohesion Policy & European Semester, Cluster 1, DG Environment, European Commission 14.45-15.00 Discussion Round 15.00-15.30 Coffee Break and Networking Opportunity 15.30-16.15 How to Prepare a Successful Major Project C St ase ud y •Defining the scope of the project •Practical problems with the theory of project lifecycle •Application package •Overlapping of legal frameworks – Financial corrections in sight •The role of external advisors in the project preparation – Pros and Cons Paweł Engel, Deputy Director, Department for EU Projects and Monitoring, General Directorate for National Roads and Motorways, Poland 16.15-16.30 “It’s a great opportunity to see how others dealt with Major Projects.” Final Discussion Round 16.30 End of Seminar and Handout of Certificates “Extremely beneficial and informative with high quality speakers.” 7 ORGANISATIONAL MATTERS Major Projects Funded by ESI Funds 2014-2020 BOOKING E-mail: [email protected] Date of Event 21st – 22nd May 2015 Booking Number Phone: +49 (0)30 80 20 80 230 Fax: +49 (0)30 80 20 80 250 For online booking please visit our website: www.euroacad.eu S-993 MC Event Language The event language is English. Event Price Early booking price valid until the 13th of March 2015: 989,- Euro excl. German VAT (19%) Normal price from the 14th of March 2015: 1.289,- Euro excl. German VAT (19%) The above price covers the following: • Admission to the seminar • Hand-out documents • Seminar certificate, if seminar fully attended • Soft drinks and coffee/tea on both event days • Lunch on both event days Upon request you can receive a digital version of the seminar documents after the event for 60,- Euro excl. German VAT (19%) in addition to the seminar. Contact European Academy for Taxes, Economics & Law at Potsdamer Platz, Leipziger Platz 9, 10117 Berlin Phone: +49 (0)30 80 20 80 230 Fax: +49 (0)30 80 20 80 250 E-mail: [email protected] Internet: www.euroacad.eu Your contact persons for the programme: Regina Lüning, M. Sc. econ. Head of Marketing and Sales Phone: +49 (0)30 80 20 80 246 Fax: +49 (0)30 80 20 80 259 E-mail: [email protected] Johanna Schmidt, M.Sc. Conference Manager Phone: +49 (0)30 80 20 80 215 Fax: +49 (0)30 80 20 80 259 E-mail: [email protected] (Programme is subject to alterations) Event Location Hotel Berlin, Berlin Lützowplatz 17 10785 Berlin, Germany Phone: +49 (0)30 26 05 0 E-mail: [email protected] Please contact the hotel directly and refer to the “European Academy for Taxes, Economics & Law” if you wish to benefit from a limited number of available rooms. Of course you can always look for an alternative hotel accommodation. 8 BOOKING E-mail: [email protected] Phone: +49 (0)30 80 20 80 230 Fax: +49 (0)30 80 20 80 250 For online booking please visit our website: www.euroacad.eu European Academy for Taxes, Economics & Law at Potsdamer Platz Entrance: Leipziger Platz 9 10117 Berlin / Germany BOOKING BOOKING NUMBER: S-993 MC (DMW) 21st – 22nd MAY 2015, BERLIN Herewith we register the following persons for the European Seminar: “Major Projects Funded by ESI Funds 2014-2020“. Delegate 1 Ms. Mr. First name Last name Your organisation Department Unit Job position Street Postcode / City Country Delegate 2 Ms. Ms. I hereby order the digital version of the seminar documents (fee required) in addition to the seminar. Phone Fax E-mail I hereby order the digital version of the seminar documents (fee required) in addition to the seminar. Mr. First name Last name Your organisation Department Unit Job position Street Postcode / City Country Invoice Organisation Phone Fax E-mail Mr. First name Last name Your organisation Department Unit Job position Street Postcode / City Country Delegate 3 Ms. Phone Fax E-mail I hereby order the digital version of the seminar documents (fee required) in addition to the seminar. Mr. First name Your Organisation Department Unit Job Position Last name Street Postcode / City Country Phone Fax E-mail With my signature I confirm my registration and accept the General Terms and Conditions as legally binding. I herewith agree to receive further information from the European Academy for Taxes, Economics & Law In case of registration of more than one delegate do you prefer: single invoice? collective invoice? NOTE Only Valid with Signature and Stamp. Place, Date Authorised Signature and Stamp 9 European Academy for Taxes, Economics & Law Brauner Klingenberg GmbH | Leipziger Platz 9 | 10117 Berlin | Phone +49 (0)30 80 20 80 230 | Fax +49 (0)30 80 20 80 259 Terms & Conditions for Conferences, Seminars and other Training Courses 1. Area of Application The following terms and conditions settle the contractual relationship between conference participants and the European Academy for Taxes, Economics & Law Brauner Klingenberg GmbH [referred to as “European Academy for Taxes, Economics & Law” in the following]. Differing terms and conditions, as well as, other settlements and/or regulations have no validity. 2. Registration / Confirmation of Application A registration can be made via internet, mail, fax, or email. The registration is considered granted and legally binding if not rejected by the European Academy for Taxes, Economics & Law in writing within seven (7) days after receipt of registration. The registration will be supplemented by a booking confirmation via email. Partial bookings are only valid for seminars designed in modules. 3. Service The course fee covers the fee per participant and course in € net, subject to current German VAT. It includes training course documents as per course description, a lunch meal/ snack and refreshments during breaks, as well as, a participation certificate. The European Academy for Taxes, Economics & Law has the right to change speakers/instructors and to modify the course program if and where necessary while maintaining the overall nature of the course. All registered participants will be notified in case of a course cancellation due to force majeure, due to speakers’ preventions, due to troubles at the chosen location or due to a low registration rate. Course cancellation notification due to a low registration rate is issued no later than two (2) weeks before the course date. Course fees are reimbursed in the cases listed above; however, reimbursement for travel expenses or work absenteeism is only granted in cases of intention or gross negligence by the European Academy for Taxes, Economics & Law. Any reimbursement of travel expenses are to be considered as an exceptional goodwill gesture and form no future general obligation. In case of disturbances and/or interruptions, the European Academy for Taxes, Economics & Law commits itself to solve or limit any problems that might occur in order to maintain and continue the course as planned. 4. Payment Date and Payment, Default of Payment Payment of the course fee is payable immediately upon receipt of invoice. Where payment is not received or lacking clear assignment to a participant prior to commencement of the course, the European Academy for Taxes, Economics & Law may refuse the relevant participant’s participation in that course. The course fee, however, is still due immediately and can be claimed as part of a dunning procedure or legal action. In accordance with BGB §247 (1), in case of default of payment within the stipulated time period, default interest on arrears of at least 5% above the ECB base rate is due and payable. The European Academy for Taxes, Economics & Law can claim higher damage for delay if and where proven. Equally, the participant may prove that a damage has not occurred or has had less effect than estimated by the European Academy for Taxes, Economics & Law. Payment shall be made by cashless bank transfer; cash or cheques will not be accepted. The European Academy for Taxes, Economics & Law is not liable for any loss of means of payment. The participant may only offset such claims against the European Academy for Taxes, Economics & Law’s as are undisputed, legally recognized or recognized in writing by the European Academy for Taxes, Economics & Law. The right of retention is only acceptable in accordance with a counterclaim based on the same contract. 5. Cancellation Cancellations need to be issued in writing. Cancellation by the participant will be subject to cancellation charges as follows: • 30 days or more prior to commencement of the course: service charge of 80,00 € net, subject to current German VAT, payable immediately, course fee will be reimbursed, • two (2) weeks to 30 days prior to commencement of the course: 50% of course fee net, subject to current German VAT, payable immediately, • non-attendance or cancellation less than two (2) weeks prior to commencement of the course: 100% of course fee net, subject to current Germany VAT, payable immediately The European Academy for Taxes, Economics & Law gladly accepts without additional costs a substitute participant nominated in case of a cancellation if the substitute participant is registered at least three (3) days prior to the commencement of the course. Neither cancellation of a specific module/part of the course or substitution per module/per day is possible. 6. Copyright Seminar/course documents are protected by property rights and may not be duplicated, processed, amended, circulated or published in any other way without the written consent of the European Academy for Taxes, Economics & Law. The European Academy for Taxes, Economics & Law reserves all rights. 7. Liability All seminars and courses are prepared and presented by qualified speakers and instructors. The European Academy for Taxes, Economics & Law accepts no liability for the upto-dateness, correctness and completeness of the seminar documentation, as well as, presentation of the seminar. 8. Applicable Law, Place of Jurisdiction, Place of Performance All cases shall be governed and construed in accordance with German law to the exclusion of the UN Sales Convention. As far as legally admissible, place of performance and place of exclusive jurisdiction shall be Berlin, Germany. 9. Data Protection The European Academy for Taxes, Economics & Law protects personal data by taking appropriate protection measures. For the purpose of optimization of the product and service portfolio and according to the regulations of the data privacy laws, it stores and processes person-specific data on the training participants. Hence, all European Academy for Taxes, Economics & Law website hits are registered. All personal data will, in accordance with the law, be used for documentation requests, placed orders or other enquiries in order to send information out by post. The European Academy for Taxes, Economics & Law will, in accordance with the law, inform participants by email about special offers that resemble previously booked seminars. If and where personal data needs to be transferred to countries lacking appropriate data protection schemes, the European Academy for Taxes, Economics & Law shall grant alternative adequate protection. Furthermore, the European Academy for Taxes, Economics & Law will use personal data as far as participants have granted respective permission. When collecting personal data, the European Academy for Taxes, Economics & Law will always ask for permission regarding email information about offers. The participant may, at any time, express their objection to data collection for the purpose of advertisement or address via email or fax. Any data provided to the European Academy for Taxes, Economics & Law will be processed for reservations and bookings, as well as, for information about other seminars. Names and company names will be published in a participants’ list and forwarded to the mailing company. 10
© Copyright 2024