How to Implement EESSI in Your Country For Social Security Experts hure

For Social Security Experts
Best Practice Solutions for IT and Legal Challenges
26th September 2011, Berlin, Germany
Brochure
How to Implement EESSI in Your Country
With experts from:
DG Employment, Social Affairs and Inclusion, European Commission
Department for Work and Pensions, United Kingdom
Main Association of Austrian Social Security Institutions, Austria
Norwegian Labour and Welfare Administration, Norway
Social Insurance Bank (SVB), The Netherlands
Czech Social Security Administration, Czech Republic
1
European Intensive Seminar
How to Implement EESSI
in Your Country
Background
Target Group
The electronic exchange of social security information (EESSI),
introduced by the latest „modernised coordination“ of the
European social security systems, is supposed to be implemented
by May 1st, 2012. It will not only replace some one hundred
paper E (European) forms which are currently in use, but will
also strengthen the protection of citizens‘ rights by computerising
the application of EU law on social security coordination. During
the past months, the European Commission and the Member
States have undertaken various activities for the implementation
of EESSI and for meeting the deadline by May 1st, 2012. Some
Member States are nowadays expressing concern about failing
to meet the deadline. There are many uncertainties concerning
the implementation and the operation of the electronic exchange.
Member States are facing organisational and procedural
difficulties with involving all stakeholders in the process and
ensuring that the system is functional by May 1st, 2012.
Public officials responsible for modern coordination of social
security systems and electronic exchange of social security
information (EESSI) working at:
• Ministries of Labour, Social Affairs, Social Policy and
Social Insurance
• Ministries of Health
• Ministries of Family and Youth
• Ministries of Economy
• Ministries of Finance
• Departments for Social Development, Work and Pensions
• Departments of Health Social Services and Public Safety
The questions of the involved parties are: How to organise the
implementation process and to inform and involve all beneficiaries?
How to ensure proper access of all involved parties to EESSI?
What are the main changes for the beneficiaries resulting from
the electronic exchange? Which organisational changes should
they undertake? What are the experiences of the Member States
involved in testing the system so far? How shall the involved
parties fill in the electronic documents?
Seminar Contents
These crucial questions for the forthcoming implementation of the
EESSI will be explained in our highly practical European seminar.
Our speakers are experts in the field of modern coordination of
the social security system and are involved in the coordination and
implementation of EESSI in their daily work. During this one day
seminar, they will present and share their practical experiences from
the preparation phase and the on-going implementation of the EESSI.
Furthermore, they will share their experiences from the testing phase
and lessons learned. You will learn which activities are ahead and
how to find the most suitable and efficient solution for your institution.
Teaching Methods
• Lectures and case studies
• Discussions and Q & A- sessions
• Rich course material and handouts
2
EESSI project leaders and coordinators working at social security
agencies such as:
• Social Insurance Institutions and Associations
• Social Security Administration
• Health Insurance Agencies, Institutes and Companies
• Public Health Funds, Health Supervisory Boards
• Medical Chambers
• Employment Agencies, Labour Offices and Services
• Social Funds and Social Assistance Agencies
• Pension Insurance Institutes and Companies
• Workers´ Compensation Agencies and Boards
• Accident Insurance Institutions
• Agencies for Disabled Persons
• Agencies for Parental Protection And Family Benefits
• The Pension And Invalidity Insurance Institute
Software Supplier
Your Benefit
• Learn about the latest changes introduced by the modernised
coordination of the social security systems in Europe
• Prepare yourself and your institution for the coming Electronic
Exchange of Social Security Information
• Gain profound understanding about the future changes
resulting from the electronic exchange of social security
information
• Find the most efficient solution and the most suitable measures
for your institution for the accession to the EESSI
• Feel confident for the daily activities of your institution and how
to enable correct and efficient participation of your institution
with the EESSI
• Discuss your challenges and experiences with our qualified
speakers and get plenty of practical advice for your day-to-day
work
• Build networks with colleagues from all across Europe and
exchange know-how
Programme
How to Implement EESSI
in Your Country
26th September 2011
8.30-9.00
Registration and Hand-out of Seminar Material
9.00-9.05
Opening Remarks from the European Academy for Taxes, Economics & Law
9.05-9.10
Welcome Note from the Chair
Gary Taylor, Project Manager, Change & Transformation Directorate, Department for Work and Pensions, UK
9.10-10.00
Implementation of Modern Coordination of Social Security Systems in Europe and the
EESSI Project
•The modernised coordination
•Why EESSI ?
•State of play
Jackie Morin, Head of Unit, Free Movement of Workers, Coordination of Social Security Schemes,
DG Employment, Social Affairs and Inclusion, European Commission
10.00-10.15
Q&A Session
10.15-10.45
Coffee Break
10.45-11.30
Introduction of EESSI: A Business Perspective for a Social Security Institution
•Main changes and benefits resulting from an electronic exchange
•Necessary organisational changes
•Possible organisational and managerial solutions
•Austrian experiences from the testing period
Dr. Gerd Bauer, EESSI Project Leader, Main Association of Austrian Social Security Institutions, Austria
11.30-11.45
Q&A Session
11.45-12.30
Phased EESSI Implementation – Modernisation of the ICT Solutions
•National EESSI collaboration
•Phased EESSI implementation at the Norwegian Labour and Welfare Administration
•Concurrent modernisation of the ICT solutions
•Challenges
•Solutions
Torsten Robert Kirschner, EESSI ICT Team Leader and Chief Advisor, Norwegian Labour and Welfare
Administration, Norway
12.30-12.45
Q&A Session
12.45-14.00
Lunch Break
“The exchange with other colleagues about their experiences was really important for me.”
Ministry of Social Affairs and Employment, The Netherlands
3
Programme
How to Implement EESSI
in Your Country
14.00-14.45
Applicable Legislation for EESSI Implementation
Pra
Ex ctica
am l
ple
•Legal background and administrative procedures
•Philosophy of electronic data exchange
•Description of SEDs and flows
•Weak and strong points
•Practical examples
•National solutions
•Recommendations
Dr. Jitka Konopásková, Head of Department, EU Coordination and International Relations, Czech Social Security
Administration, Czech Republic
14.45-15.00
Q&A Session
15.00-15.30
Coffee Break
15.30-16.10
Cooperation is Key! How to Cope with the Challenges?
•Organisational structure and challenges in The Netherlands
•Cooperation and challenges in the development of EESSI between Member States
•Cooperation and challenges for the benefit of migrant workers
•Future cooperation
Wim Vervenne, Policy Advisor, Department for International Affairs, Sociale Verzekeringsbank, The Netherlands
16.10-16.20
Q&A Session
16.20-17.00
Developing an Effective IT System for Clerks to Manage EESSI
•Scope of the solution
•Key requirements
•Existing limitations
•Practical solutions
•Strategic approach
•Dependencies and Final Thoughts
Gary Taylor, Project Manager, Change & Transformation Directorate, Department for Work and Pensions, UK
17.00-17.15
Q&A Session
17.15
End of Seminar and Hand-out of Certificates
“Great chance to receive first class information about EESSI and to exchange about this topic.”
Ministry of Labour, Social Affairs and Family, Slovak Republic
“Very good content and well structured presentations with practical aspects.”
Ministry of Social Affairs, Estonia
4
Speakers
How to Implement EESSI
in Your Country
Jackie Morin
Head of Unit, Free Movement of Workers, Coordination of Social Security Schemes,
DG Employment, Social Affairs and Inclusion, European Commission
Jackie Morin is Head of Unit in charge of coordination of social security schemes and free movement of workers since 2008. After joining the European
Commission in 1986, he held several posts within DG Employment and Social Affairs on labour market issues, long term unemployment, corporate
social responsibility and informal economy. In 2000, he was appointed Head of Unit for Social Dialogue and Industrial Relations.
Dr. Gerd Bauer
EESSI Project Leader, Main Association of Austrian Social Security Institutions, Austria
Gerd Bauer has been working as a consultant for the Main Association of Austrian Social Security Institutions since 2003. He was responsible for the
implementation of several workflow based business processes in the Austrian health sector. Currently, he is project manager for the national EESSI
project in Austria. Gerd Bauer studied physics and holds a PhD in technical science.
Torsten Robert Kirschner
EESSI ICT Team Leader and Chief Advisor, Norwegian Labour and Welfare Administration, Norway
Torsten Robert Kirschner is EESSI ICT Team Leader and Chief Advisor at the Norwegian Labour and Welfare Administration. As EESSI ICT Team
Leader he is responsible for the coordination of the EESSI Project. For the past 15 years, Torsten has been a consultant for some of Norway’s largest
private and public enterprises. So far, his greatest achievement has been the introduction of the ebXML framework in the Norwegian healthcare sector
and the necessary PKI-based security features, including ETSI XAdES based digital signatures. He studied computer science at the University of
Oslo, where he won an entrepreneur scholarship at the University of California, Berkeley.
Dr. Jitka Konopásková
Head of Department, EU Coordination and International Relations, Czech Social Security Administration,
Czech Republic
Dr. Jitka Konopásková is a lawyer and is specialized in EU social security coordination for the present position as a head of Department. She has
a long-term experience in international relations. Dr. Konopásková has been working for the Czech Social Security Administration (CSSA) since
2002 and had different management positions and responsibilities (preparation of CSSA for EU access, policy issues, management of EU projects,
liaison body for sickness benefits in cash, pensions, recovery and legislation applicable). She is the Czech expert in the Administrative and Technical
Commission and rapporteur of the Legislation Applicable Working Group of the Administrative Commission.
Wim Vervenne
Policy Advisor, Department for International Affairs, Sociale Verzekeringsbank,
The Netherlands
Wim Vervenne holds the position of Policy Advisor for International Affairs within the Directorate for Managerial and Strategic Affairs of the Social
Insurance Bank (SVB) in the Netherlands. He is responsible for developing the SVB’s international policy and advises the SVB Board of Directors
on international issues. Furthermore, he acts as advisor in international dialogues on social security agreements conducted on behalf of the Dutch
state as well as in discussions aimed at working out administrative and procedural arrangements with competent institutions in other countries.
During meetings with international partners in recent years, data exchange between competent institutions has always featured on the agenda.
As standing member of the Technical Commission, he has been involved in developments concerning the new EC Regulations and EESSI since
2005. In 2010, he was vice chair of the Task Force and since 2011 Chair of the Steering Committee, both groups working under a mandate of the
Administrative Commission.
Gary Taylor
Project Manager, Change & Transformation Directorate, Department for Work and Pensions,
United Kingdom
Gary Taylor has been working for the Department for Work and Pensions (DWP) for 27 years. As a Project Manager he has been responsible for
the delivery of several IT solutions in the UK for changes relating to national social security including the development of the online service for UK
citizens to apply for their state pension. As the EESSI Project Manager, Gary Taylor has been assigned with the delivery of all changes impacting
DWP with the introduction of EU Regulation 883/04 and implementing Regulation 987/09. This includes the development of an appropriate EESSI
IT solution to facilitate electronic exchange for approximately 1000 clerks.
5
Organisational Matters
How to Implement EESSI
in Your Country
bOOKING
Fax: +49 (0)30 80 20 80 250
E-mail: [email protected]
Phone: +49 (0)30 80 20 80 230
For online booking please visit
our website: www.euroacad.eu
Date of Event
26th September 2011, Berlin
Booking Number
S-364
Booking Modalities
It is recommended to book soon as seats are limited. For organisational matters, we kindly ask you to complete the booking form
in capital letters.
Event Language
The event language will be English.
Contact
European Academy for Taxes, Economics & Law
Hausvogteiplatz 13, 10117 Berlin, Germany
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]
Ani Handziska, M.E.S.
Conference Manager
Phone: +49 (0)30 80 20 80 238
Fax: +49 (0)30 80 20 80 259
E-mail: [email protected]
Event Price
1398,- Euro, excl. German VAT (19%)
(Programme is subject to alterations)
The above price covers the following:
Event Location
Arcotel John F
Werderscher Markt 11
10117 Berlin, Germany
Phone: +49 (0)30 2888 6578 95
E-Mail: [email protected]
Internet: www.arcotel.at
•
•
•
•
Admission to the seminar
Hand-out documents
Soft drinks and coffee/tea on the event day
Lunch on the event day
Please contact the hotel directly and refer to the “European
Academy for Taxes, Economics & Law” in order to benefit from a
limited room contingent at a special price. Please book as soon
as possible. Of course you can always look for an alternative hotel
accommodation.
6
NOTE
Please note, you can register as many delegates as you
wish (except, the seminar is fully booked). You only need
to copy this formular for as many persons you wish.
European Academy for Taxes, Economics & Law
Phone.: +49 (0)30 802080-230
Brauner Klingenberg GmbH
Fax: Hausvogteiplatz 13
E-mail: [email protected]
10117 Berlin / Germany
www.euroacad.eu
booking
Booking Number: S-364(DMW)
+49 (0)30 802080-250
DATE: 26 th September 2011, Berlin
Herewith we register the following persons for the Social Security Experts Seminar: “How to Implement EESSI in Your Country“
Delegate 1
Ms.
Mr.
First name
Last name
Department
Job position
Phone
Fax
E-mail
Your organisation
Street
Postcode / City
Country
Delegate 2
Ms.
Mr.
First name
Last name
Department
Job position
Phone
Fax
E-mail
Your organisation
Street
Postcode / City
Country
Delegate 3
Ms.
Mr.
First name
Last name
Department
Job position
Phone
Fax
E-mail
Your organisation
Street
Postcode / City
Country
Invoice organisation
To the attention of
Street
Phone
Postcode / City
Fax
Country
E-mail
In case of registration of more than one delegate - do you prefer:
single invoice?
collective invoice?
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
Place, Date
Authorised Signature and Stamp
7
Terms & Conditions for
Training Seminars & 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.
8