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Introducing ESI Funds 2021-2027: Fewer, clearer, shorter rules

May 23-24, BRUSSELS, Belgium

Discounted Price (till 2 May 2019): EUR 999

Normal Price (from 3 May 2019): EUR 1,199

 


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Course Description

The EU moves on and as one funding period gains ground, another one rolls in.  The EC and the MS have already been quite busy in laying down the foundations for the 2021-27 multi-annual financial framework, discussing how programmes can be improved to facilitate their accessibility to beneficiaries and their administration by the EC, national and regional authorities.    

As the first published regulations and documents show, the EU is heading towards fewer, clearer and shorter rules which are aligned evenly across seven EU funds.  This consolidation is further emphasized by the drive to capitalize on proven track records and not reinventing the wheel. So we can now rely more on national authorities, use the same management and control systems approved for the 14-20 programmes, apply a single audit principle, focus resources on results.  These synergies are being exploited to contribute to more streamlined policy objectives, and will be supported by improved reimbursement processes based on conditions not costs, clearer financial instruments, and OPs which are more sensitive and flexible to changing economic and social conditions.     

These and many more subjects will be discussed in this two-day seminar, which seeks to understand how the present programmes are helping shape the ones of the future through the principle of simplification across all facets of a multi-annual programme – the legal and regulatory framework, programming, implementation, verification and audit, reimbursement, monitoring and evaluation.  It will deliver the facts as they evolve but, most of all, it will provide interpretations of  the possible effects on our day-to-day management of the eventual programmes and projects on the ground.

 
 
Course Highlights


i. Understanding the rationale and context of the proposals for the 21-27 multiannual financial framework;

ii. Comparing the proposals with the current implementation of the 14-20 programme, and understanding the effects of the changes proposed on the management and control systems;

iii. Acknowledging the benefit of simplified processes and synergies to bring down administrative costs;

iv. Appreciating the effects of legal, regulatory and policy discussions today to on-the-ground implementation later on;

v. Taking away points of discussion for further elaboration by the EC and national/regional authorities during negotiations on the regulatory package.




 


 

Target Audience
EU institutions, Managing Authorities, First Level of Control Bodies, Intermediate Bodies, Certifying Authorities, Audit Authorities, Central Coordination Bodies, Methodology Departments, Central or Regional Ministries, persons involved in discussions on the 2021-27 regulatory package and programming.

 
Our Trainers

Ray Bartolo
Head of Institution - Speaker

  • Twelve years of practical experience in the management and control of European Funds
  • Involved in the implementation and closure process of the Maltese 2004-06 Structural and Cohesion Funds Programme
  • Contributed significantly towards the setting up of the financial management and control systems of the ERDF, CF and ESF Operational Programmes for the 2007-2013 Programming Period
  • Responsible for the implementation of the ERDF and CF Operational Programmes for health, transport, education, urban regeneration and technical assistance
  • Served as National Expert and Coordinator on the CEF coordination committee for transport, Environment and the Telecommunications sectors
  • Prepared Procurement Manuals for a number of Maltese Government entities
  • Drafted and evaluated different types of procurement procedures, including concession contracts
  • Provided strategic guidance and project management services to various beneficiaries of EU-Funding
  • Leading role in the design and approval process of Major Projects
  • Delivered several training sessions and seminars on financial, programme management and public procurement to participants coming from MA, CA, AA, IBs, Beneficiaries, and other stakeholders from all around Europe
  • Masters graduate in Public Policy from the University of Malta

 

Trevor Fenech
Director – Speaker

  • Former Senior Manager at the Managing Authority for Structural and Cohesion funds
  • Past experience in ERDF, ESF, CF, EAGGF and FIFG programmes
  • Strongly involved in the design, implementation and monitoring of the management and control systems for the 04-06 and 07-13 financial periods, including eligibility rules, financial reporting to Management, the European Commission and the Monitoring Committee, management verifications, audits, financial corrections, and internal procedures
  • Carried out the closure process of the 04-06 Single Programming Document (SPD)
  • Delivered several presentations in the field of financial management of EU funds to the MA, CA, AA, IBs, Beneficiaries and TAIEX Beneficiaries
  • Engaged in major audit missions carried out by the EC, ECA and OLAF
  • Former nations delegate to the ESF Committee (Treaty of the Functioning of the EU, Art. 163).
  • Providing expert advise to the Maltese Government on PPPs and the conduct of the Competitive Dialogue procedure
  • Managing successfully a number of EU-funded projects
  • Masters graduate in Financial Management and Economics from the University of London

  

Justine Schinas
Senior Advisor – Expedition

  • Worked for the Managing Authority for Structural and Cohesion Fund since 2009
  • Experience on all Cohesion Policy funds being the ERDF, CF and ESF
  • Assisted in the closure of the 2004-2006 programme
  • Provided technical guidance to MA officials with regards to the implementation of EU Funded projects.
  • Carried out numerous verification and physical project checks, identified financial corrections and was involved in the setting up of operating procedures within the MA.
  • Highly involved in an audit missions carried out by the European Commission
  • Participated in Monitoring Committees, delivered presentations/training to stakeholders and MA officials, and participated in research work and compilation of data, particularly with regards to absorption issues.
  • Managed the implementation of large projects with budgets of close to fifty million.
  • Worked on the Technical Assistance (TA) Fund and was tasked with the role of TA Manager whereby she oversaw a team of officers working on this fund.
  • Responsible for a number of procurement procedures within the MA where she issued call for quotations and tenders. She also formed part of numerous evaluation committees.
  • Masters in Business Administration from the University of Malta

 

 
Venue & Accommodation

Training Venue
To be confirmed

 


 
Agenda

Day 1 - Thursday 23 May 2019

0830-0900
Registration and distribution of training material
0900-0930
Introduction – Setting the objectives and expected outcomes
0930-1030
Introducing the 5 main objectives that will drive EU investments in 2021-2027 The seminar starts with an overview of the 5 investment priorities that will make Europe smarter, greener, better-connected, social and closer to citizens.
1030-1100
Coffee Break
1100-1145
Simplification measures in 2021-2027: Legal framework and Programming The first simplification measures proposed by for 2021-27 are related to the Common Provisions Regulations, the Find-specific regulations and delegated acts, with more consolidation and shorter text, covering 7 EU Funds.  Programming will be faster, more flexible, with simpler wording to enable a quick start to implementation.  This session compares the proposals with 14-20.
1145-1230
Simplification measures in 2021-2027: Implementation Implementation will move further away from invoices, there will be new rules on VAT eligibility, and technical assistance will be reimbursed differently.  These are just a few changes to be discussed here.
1230-1400
Lunch
1400-1445
Simplification measures in 2021-2027: Verifications & audit The management and control systems and audits will seek to be more proportionate, with increased reliance on national systems, reduced checks and simpler accounts.
1445-1530
Simplification measures in 2021-2027: Financial Instruments Experience on financial instruments has taught us more lessons, as this session shows.  We look into the improvements proposed.
1530-1600
Coffee Break
1600-1645
Simplification measures in 2021-2027: Monitoring & Evaluations No more annual and progress reports. Indicators will be tied exclusively to the performance framework. Real-time data on an open data platform (e-Cohesion). And a mid-term review will allow adjustments to the OP in 2025.  The day concludes with a discussion on the effects of simplified monitoring and evaluation.
1645-1700
Concluding remarks and wrap-up of Day 1



Day 2 - Friday 24th May 2019

0830-0900
Welcome coffee
0900-0945
2021-2027 focus: Horizontal principles & Visibility of cohesion policy We start off day two with a discussion on the horizontal principles and publicity for the new programme.
0945-1030
2021-2027 focus: Simplified Cost Options and payments based on conditions Implementation will be simplified further through the extended use of simplified cost options or payments based on conditions, providing more readily available (off-the-shelf) alternatives even for ERDF and CF, for reduced errors. Here we discuss the options and their potential.
1030-1100
Coffee Break
1100-1145
2021-2027 focus: Anti-fraud programme A review of the effect of the EU-wide Anti-Fraud Programme on the implementation of 2021-27 and the mutual cooperation between national authorities and the EC.
1145-1230
2021-2027 focus: Synergies & the 'seal of excellence' We take a look at the various synergies proposed - those between authorities, between different funds, with past programmes, with past approvals.  The 2021-27 framework is not seeking to reinvent the wheel but to consolidate it and act quicker.
1230-1400
Lunch
1400-1500
2021-2027 focus: Financial management and financial corrections In the last part of the seminar we focus on the developments on the financial management side, with particular focus on decommitment and financial corrections at programme and project level.
1500-1615
2021-2027 focus: Rules for payments to MS and Submission & examination of accounts The EC will have more payment options in hand by reinforcing methods which were already introduced in the 14-20 period.  We discuss these and the re-confirmed annual 'assurance package'.
1615-1630
Concluding remarks and distribution of certificates

 

2019 Training Programme

BRUSSELS, Belgium || May 23-24

The proposal for the new Common Provision Regulations for 2021-27 is being discussed. This seminar sheds light on the European Commission’s efforts to simplify EU funding for 2021-2027.

Our Services

We make EU funding practical and accessible for public, private and non-profit organisations by offering specialised training and assistance, with a difference. It's based on experience.

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EU Funds Training

2019 Training Programme

Practical and comprehensive courses on EU Funds management and control based on first-hand experience, research and insight. They will expose the important features of the course theme, through practical, real-world examples, in a set-up that facilitates the free exchange of ideas.   {marcoparallaxbground height="300" image="IPH_0148.jpg"}       March 2019 MALTA || March 6-8 || Verifying & Certifying ESIF projects in 2014-2020 (incl sampling) (incl New! One-day EUfundingMalta (NORTH) expedition) Straight-to-the-point facts and methods to improve the verification and certification of ESI-funded projects, based on the latest reports and guidelines.   April 2019 ZAGREB, Croatia || April 1-2 || Managing ESF projects in 2014-2020 This seminar reaches out to all practitioners involved in the European Social Fund, to discuss all the technical matters that make ESF the catalyst for education, employment and social inclusion in the EU.   LJUBLJANA, Slovenia || April 4-5 || Applying, verifying & auditing SCO This course explains all the SCOs available, with practical examples which clearly define the differences between SCOs and the real-cost reimbursement.   May 2019 MALTA || May 6-10 || *FIVE-day* Financial Management Toolkit: OTS checks & public procurement (incl One-day EUfundingGozo expedition) A *five-day* series of workshops and intensive sessions addressing the main features of financial management and control of ESI Funds, with the right blend of theory and practice. THREE-day option - May 6-8: Carrying out administrative and on-the-spot verifications (incl One-day EUfundingGozo expedition) TWO-day option - May 9-10: Focus on: Verifying & auditing Public Procurement   BRUSSELS, Belgium || May 23-24 || Introducing ESI Funds 2021-2027: Fewer, clearer, shorter rules. The proposal for the new Common Provision Regulations for 2021-27 is being discussed. This seminar sheds light on the European Commission’s efforts to simplify EU funding for 2021-2027.   June 2019 MALTA || June 3-7 || *FIVE-day* ERDF & CF projects Toolkit: State Aid, Procurement, Feasibility Studies & CBAs (incl New! One-day EUfundingMalta (SOUTH) expedition) A *five-day* informative seminar which sheds light on the complex subjects of state-aid and public procurement surrounding infrastructural projects.  The application process for major projects, along with revenue generation and cost benefit analyses will also be discussed in detail. THREE-day option - June 3-5: Procurement & State Aid in Infrastructural Projects (incl New! One-day EUfundingMalta (SOUTH) expedition) TWO-day option - June 6-7: Workshop: A step-by-step approach to Feasibility studies & Cost Benefit Analysis ROME, Italy || June 25-26 || Fighting fraud & corruption in EU funded projects This course explores the realities of fraud and corruption in EU-funded projects and looks at the new solutions available in the hands of Member States to combat fraudulent activities.   July 2019 MALTA || July 15-19 || *FIVE-day* Indicators Toolkit: Targets, Performance & Simplification The *five-day* workshop which speaks about anything meaningful to the efficient and effective delivery, monitoring and evaluation of ESI-funded programmes and projects. THREE-day option -July 15-17: Indicators and the Performance Framework (incl New! One-day EUfundingMalta (NORTH) expedition) TWO-day option - July 18-19: Focus on: Achieving indicators through simplification (incl SCOs, Financial Instruments & Performance audits) September 2019 MALTA || September 16-20|| *FIVE-day* Irregularities Toolkit: prevent, detect, correct, audit This *five-day* toolkit deals with anything you need to know on irregularities; from prevention to detection, all the way to treatment of irregularities. It is ideal for EU-funding practitioners across all stakeholders. THREE-day option - September 16-18: Irregularities workshop: how to prevent, detect & treat errors (incl One-day EUfundingGozo Expedition) TWO-day option - September 19-20: Focus on: Measures to reduce irregular expenditure & the auditing perspective October 2019 MALTA || October 23-25 || Simplification mid-way through implementation: lessons learnt (incl New! One-day EUfundingMalta (SOUTH) expedition) Examining the effects of the simplification measures implemented in the 14-20 programming period, and the lessons learnt for current and future programmes.   November 2019 BRATISLAVA, Slovakia || November 25-26 || Financial Corrections workshop: prevent, detect and correct errors A set of workshops designed to instil confidence in the personal interpretation of errors and the application of knowledge and experience to determine fair financial corrections.   BUDAPEST, Hungary || November 28-29 || Verifying & Certifying ESIF projects in 2014-2020 (incl sampling) Straight-to-the-point facts and methods to improve the verification and certification of ESI-funded projects, based on the latest reports and guidelines.   *Dates and destinations are still subject to minor changes For more information about our courses Subscribe to ENews.  

2019 Training Programme

Advisory & Project Management

Project Applications & Studies

At EuropeanFunds.info we understand that EU-funded initiatives are not the most forthright instruments around.  But we also understand the accountability that needs to go along with the use of the European taxpayers’ money.  And that’s what we strive to attain – aligning your brilliant ideas with the basic principles of public spending.     


Business Enhance ERDF Grant Schemes   The Business Enhance Grant Schemes provide non-refundable grants which are financed through the European Regional Development Fund (ERDF).  These are available to private enterprises, namely SMEs.  Under the current Programming Period for 2014-2020, these schemes are being managed and issued by the Measures and Support Division which falls under the remit of the Ministry for European Affairs.  To date six grant schemes have been published which include:  •    SME Consultancy Services Grant Scheme•    E-Commerce Grant Scheme•    SME Diversification and Innovation Grant Scheme•    SME Internationalisation Grant Scheme•    SME Growth Grant Scheme•    Start-up Investment Grant Scheme  For further information on each scheme please click on the relevant schemes listed above.   Our Services At EuropeanFunds.info, we are able to guide you through the whole Grant Scheme application process.  This entails determining your eligibility for the schemes as we will not advise you to apply should you not be eligible for such funding.  Guidance as to which scheme best suits your enterprise will also be provided.  Together with the filling in of the application form/s, all Grant Scheme application forms include an obligatory business plan which related costs may be recovered through the SME Consultancy Services Grant Scheme.   Our directors and advisors have worked in the EU Funding area and previously within the Ministry managing the Grant Schemes for over ten years which benefits our clients as we will provide guidance based on our experience within this field. For further details on the schemes and application process you may contact us on justine@europeanfunds.info to set an obligation-free meeting.
   

Project Applications   EuropeanFunds.info offers full assistance in writing your project proposals, undertaking feasibility studies, filling your application forms, submitting your proposals, negotiating with stakeholders, all the way to signing your hard-earned grant.   We lead you all the way with expert advice built on eight years of experience in the Managing Authority, dealing with all the relevant Authorities involved in the management and control system of European Funds – the European Commission, Certifying Authority, Intermediate Bodies, Audit Authority, Treasury, Department of Contracts, public entities, private and voluntary organisations, local government, unions and civil society.   Contact Us
   

Studies   The European citizen is ready to invest aggressively in our growth and quality of life.  It is only with strong investments in social infrastructure, employment and education that the Union can achieve its long-term objectives linked to the Europe 2020 strategy.  Europe wants to listen to your idea, to make it happen, to make the little change that will make a difference in the lives of its citizens.  But, the public needs data and information.  Project proponents need to present the background details leading to the identification of the need and to clearly explain how the project adds value and in what manner it is consistent with the specific and general objectives of the national and EU strategies.    Equipping your proposal with strong evidence So, in plain terms, intuition and a strong faith in your project are not enough! EuropeanFunds.info can help.  We take you that step further by collecting the data you need, analysing it, and giving you the hard evidence that will support your proposal for European funds.  We carry out feasibility studies and cost-benefit analyses in all sectors, drawing upon its vast experience in the evaluation of project proposals when engaged in the managing authority, but also on the strong network of business partners.  We understand how public authorities analyse proposals and we know what buttons to push.  So trust that we will do just that.   Measuring performance And do you want to measure the effectiveness of your project mid-way or at the end of it? EuropeanFunds.info performs evaluation studies at all stages of the project lifecycle, giving you and the funding bodies the means to gauge the project’s performance.     Contact Us
         

Project Applications & Studies

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Project Management Successful EU-funded projects bring together bright ideas, smart management and exceptional results with the utmost attention to accountability and transparency.  Whoever has managed projects in the past knows that funds are subject to tight scrutiny by the Commission, national authorities and auditors.  And rightly so.  The European Court of Auditors, year after year, reports shortcomings in public procurement and financial expenditure, often leading to the recovery of funds from Beneficiaries.  Neither the Commission nor Member States want to waste invaluable financial resources in non-compliant activities.    We believe in your ideas! So the instructions are clear.  Your project ideas are very welcome, but sound financial and performance management are essential for long-term success.  We’ve been on the other side of the fence, so we know what quality is expected of project management and administration.  At EuropeanFunds.info we understand your frustrations in dealing with the necessary administrative work which comes along with EU-funded projects.  Your ideas and technical capabilities should not get entangled in undesirable paperwork and financial corrections.  And we also know that your day, like ours, is only 24 hours long.  So we will let you concentrate on the deliverables that matter and leave the rest to us.   You look after what really counts; we take care of the distractions.     Contact Us
   

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About Us

The European Union wants results.  EuropeanFunds.info is just about them.

We provide training and other optimal solutions on the back of experience gained in the management of the 2004-2006, 2007-2013 and 2014-2020 EU funded programmes at the Managing Authority of Malta. Our experts were directly involved in operational programme development, final programme closure reporting and (pretty much) anything in between!

2014-2020 is about performance.  Indeed, we are here to share our knowledge on EU funding and help you perform.

Our Team

Ray Bartolo

Ray Bartolo is Director and Lead Consultant at EuropeanFunds.info.

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Trevor Fenech

Trevor Fenech is Director and Lead Consultant at EuropeanFunds.info.

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Justine Schinas

Justine Schinas is a Senior Advisor and Speaker at EuropeanFunds.info.

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About Malta

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Whether on business or vacation, Malta offers a rich concentration of natural beauty, cultural legacy, vibrant entertainment, friendly faces and top-end facilities.   The country stretches just over 300km2, covering the three main inhabited islands, with the largest – Malta – lying to the south of the smaller islands of Gozo and Comino.  The population is 418,000 and the official languages are Maltese and English.  The capital city is Valletta.

The wealth of historical sites (including nine UNESCO World Heritage Sites), cultural activities, its warm climate, recreational areas, beaches, and architectural diversity, make Malta a popular tourist destination.  It also offers a stable political, economic and industrial environment, hosting thousands of local and international companies in different sectors, mainly tourism, financial services, IT, manufacturing and retail.  EU membership and the adoption of the euro currency have enhanced Malta’s accessibility and attractiveness as an international business hub in the centre of the Mediterranean region.

For more information about Malta, visit www.visitmalta.com.

Malta and European Funds

Malta joined the European Union on 1st May 2004.  Since 2000, the Government of Malta has been actively participating in EU-funded programmes under shared management with the European Commission.  Malta has received in excess of €1bn from the EU under the various initiatives undertaken so far, both pre- and post-accession, including Pre-Accession Funds and the Transition Facility (inc. TAIEX), the Structural Funds Programme 2004-06 (ERDF, ESF, EAGGF, FIFG) and the Cohesion Fund 2004-06, Cohesion Policy 2007-13 (ERDF, CF, ESF), the Rural Development and Agriculture funds (EAGF/EAFRD), The European Fisheries Fund (EFF), Framework Programme on Solidarity and management of Migration funds 2007-2013 and the Lifelong Learning and Youth-in-Action Programmes,

Another €882m are allocated to Malta under the 2014-2020 Multi-annual Financial Framework (Cohesion Policy, Common Agricultural Policy and European Maritime and Fisheries Fund. Source: ec.europa.eu).

Contact Us

Use the contact form below to send us email

You can also contact us at:

Address: ef.Info Ltd.
Level 2, Palazzo Ca' Brugnera,
Valley Road, BKR 9024, Birkirkara,
Malta, Europe.

Contact Nos:

+356 99457484, +356 99203328

Email:

contact@europeanfunds.info