Closure 2014-20 & Rolling out 2021-27: Mastering the Essentials

Closure 2014-20 & Rolling out 2021-27: Mastering the Essentials

May 17-19, Malta

- Discounted Price (till 3 May 2023): EUR 1,500

- Normal Price (from 4 May 2023): EUR 1,800

REGISTER NOW

OUR TRAINERS

Delivering knowledge, experience and good feelings!

Trevor Fenech

Head of Institution

Ray Bartolo

Director - Lead Speaker

AGENDA

Our Plan for the three days

DAY 1

Timeline Plan

Wednesday 17th May 2023
08:30-09:00

Registration and distribution of training material

09:00-09:30

Introduction – Setting the objectives and expected outcomes

09:30-10:30

Closure 2014-20: What is it and what is expected?

This introductory session outlines the definition and regulatory aspects of closure, the actors, timelines and documents to prepare.

10:30-11:00

Coffee Break

11:00-11:45

Financial management aspects of the Closure procedure: Lessons learnt from past closures

A detailed discussion on certain technical aspects of Closure, including major projects, programme amendments, phasing of projects, overbooking and non-functioning operations.

11:45-12:30

Considerations on the treatment of irregularities in the final year

A discussion on eligibility at the impending closure of the 2014-20 programmes in 2024/25, the treatment of irregularities, amounts recoverable or withdrawn and irrecoverable amounts.

12:30-13:45

Lunch

13:45-14:30

WORKSHOP: Calculation of the Final Balance

A practical example is worked out based on Annex VI of the EC’s Guidelines on Closure (2021/C 417/01)

14:30-15:15

Indicators and the Performance Framework at Closure

An overview of the data on output and result indicators, their reporting in the final implementation report and their relationship with the performnce framework.

15:00-15:30

Coffee Break

15:30-16:15

Submissions during Closure and obligations post-Closure

This final session wraps up day 1 by summarising the documents and procedures to submit the Closure Documents to the EC, together with an overview of the obligations after closure

16:15-16:30

Concluding remarks and wrap-up of Day 1

DAY 2

Timeline Plan

Thursday 18th May 2023
08:30-09:00

Welcome coffee

09:00-09:45

Selection of operations in 2021-27: building on the lessons learnt

As soon as the Programmes are approved, focus shifts to the first calls for project proposals. The first session discusses the challenges Managing Authorities and Intermediate Bodies face in publishing, appraising and selecting projects under the ESIF, EMFAF, AMIF, ISF, BMVI and EAFRD programmes. All whilst considering good practices from the past, including cost-benefit analysis and the new economic appraisal vademecum.

09:45-10:30

Programme implementation: Eligibility of expenditure and gold plating

The issue of eligibility of projects and expenditure will be discussed in depth, through various examples, together with possible mitigation measures to reduce the risk.

10:30-10:45

Coffee Break

10:45-11:45

WORKSHOP: Addressing eligibility errors in EU-funded projects

A workshop will follow, where participants will be presented with a case or series of cases for group discussion and presentation.

11:45-12:30

Implementation: The power of simplification

During the afternoon we will appreciate the value of simplification in reducing errors and ‘implementation clutter’. Here we discuss the central principles of simplified cost options, the process to establish them and the off-the-shelf rates made available by the European Commission.

12:30-13:45

Lunch

13:45-14:30

WORKSHOP: Applying the principles and Simplified Cost Options available

A practical session in which participants will interpret typical situations and apply the principles and options to simplify implementation, management and control.

14:30-15:15

Performance management: Monitoring, Evaluation & Data management in 2021-27

Annual performance reporting for AMIF, ISF and BMVI and the final report for the rest. Indicators tied exclusively to the performance framework. Real-time data on an open data platform. A mid-term review to allow adjustments to the Programmes mid-way through. This session discusses monitoring, evaluation, data and performance management for ESIF, EMFAF, AMIF/ISF/BMVI, EAFRD and the Recovery and Resilience Facility.

15:15-15:30

Coffee Break

15:30-16:15

WORKSHOP: Communication, Publicity and Horizontal priorities in 2021-27

A practical session to discuss how the EC is prioritising horizontal principles and promoting publicity for the new programmes, with special mention to the contribution each must make towards the European Green Deal.

16:15-16:30

Concluding remarks and wrap-up of Day 2

DAY 3

Timeline Plan

Friday 19th May 2023
08:30-09:00

Welcome coffee

09:00-10:00

Management Verifications: Risk Management in 21-27

The concept of risk management will take a prevalent role in the functioning of the internal control systems of MAs and IB. Here we take a closer look at the definition of risk, how to carry out a risk assessment and what possible risk mitigation measures to introduce.

Includes: A brief workshop during which participants will apply risk management principles and techniques into practice.

10:00-10:30

Discussion: Audit work in 21-27 – Changes in scope of systems audits, audits of operations and audits of accounts

The audits, audit opinion and audit control report are essential to the annual clearance procedure for 2021-27. Here we discuss on the updates to the role of the Audit Authority and their audits in the next period.

10:30-11:00

Coffee Break

10:45-11:15

The Accounting function: Payment Applications and the Accounts in 2021-27

An overview of the tasks of the accounting function and its importance in the context of the annual submissions.

11:15-11:45

WORKSHOP: Annual closure of the Accounts

Participants will be presented with different issues at closure of the Accounts and are invited to propose solutions ahead of the annual submission date, taking into account findings from management verifications, audits and other developments.

11:45-12:00

Concluding remarks and distribution of certificates

Calendar

2023 Training Programme

2023 Training Programme