Europäische Struktur- und Investitionsfonds
Spring Course | 10.04.2019 - 12.04.2019 | Barcelona | Language: English

Spring Course: How to Use Simplified Cost Options for ESI Funds?

The use of Simplified Cost Options (SCOs) has been extended to all ESI Funds, being applicable to more projects and mandatory for small projects. As such, public officials from Managing, Certifying, Audit Authorities and Intermediate Bodies, but also beneficiaries, need to be aware of how to correctly make use of flat rates, standard scales of unit costs and lump sums.

This intensive 3-day Spring Course is for specialists from Managing, Certifying & Audit Authorities and beneficiaries, who plan to set-up Simplified Cost Models or have already implemented this approach. Participants will learn about the new requirements and how to adapt their working methods and procedures to this simplified method in compliance with eligibility rules and regularity of expenditures.

Download Programme Share

Overview

The use of Simplified Cost Options (SCOs) has been extended to all ESI Funds, being applicable to more projects and mandatory for small projects. As such, public officials from Managing, Certifying, Audit Authorities and Intermediate Bodies, but also beneficiaries, need to be aware of how to correctly make use of flat rates, standard scales of unit costs and lump sums.

The 2014-2020 regulatory framework includes a number of measures that encourage the use of SCOs 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 eligibility 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 ESI Funds, all responsible programming bodies need to familiarise with these new requirements.

This intensive 3-day Summer Course is for specialists from Managing, Certifying & Audit Authorities and beneficiaries, who plan to set-up Simplified Cost Models or have already implemented this approach. Participants will learn about the new requirements and how to adapt their working methods and procedures to this simplified method in compliance with eligibility rules and regularity of expenditures.

Target Group

  • Representatives from public authorities in charge of financial management, control and audit, especially from:
    • Managing Authorities
    • Certifying Authorities
    • Audit Authorities
    • Intermediate Bodies
  • ESI Funds experts from regional and local authorities and experts involved in ETC Programme
  • Beneficiaries of EU funded projects, i.e.: Private and public companies, associations, research institutes
  • Public and private banks
  • International, national and local associations and networks
  • Consultants

Topics & Methodology

Day I: Methodology and Calculation Methods of Simplified Cost Options

  • Regulatory Framework and Principles
  • Calculation Methods for Simplified Cost Options
  • Flat-rate Financing: How to Apply & Practical Examples
  • Standard Scales of Unit Costs & Lump Sums: Principles & Practical Examples
  • Application of Art. 14.1 ESF Reg & Delegated Acts
  • Exercises and Practical Group Work on Calculation Methods

Day II: How to Implement and Make Best Use of SCOs in Your Operational Programme?

  • Implementing SCOs: Considerations for MAs, CAs & Beneficiaries
  • Setting up Simplified Cost Models for ERDF Projects
  • Best Practice and Recommendations for a Successful Use of Simplified Cost Models in Operational Programmes
  • Interactive Session: Planning the Activities for Upcoming Months in Your Member State/Operational Programme

Day III: Control and Audit of Simplified Cost Options

  • First-Level Control & Verification of Simplified Cost Options
  • How to Ensure Cooperation between Managing and Audit Authorities?
  • Audit of Simplified Cost Options
  • Practical Exercises and Group Work on Eligibility of Costs: How to Avoid Errors and Irregularities?

The participants will be actively involved in the course in various exercises and group work. This round-table format offers a platform to learn about the new regulations and how to implement simplified cost models. Besides expert presentations, the sessions will include discussions and exchange of national (best) practices as well as expert guidance on how to best implement and apply the foreseen measures and instruments in your country

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 training.


What participants of events on Simplified Cost Options in 2017 said:

“It´s my second training with Lexxion for this year and I can say that they are very professional, with good and experienced speakers and important topics in the seminars. Thank you!”
Participant from the Council of Ministers of the Republic of Bulgaria, Sofia

“You are on the good way to solve my problems, which appear in my job everyday!”
Participant from the Ministry of Economic Development, Warsaw

“It was very useful. I can recommend it for everybody who works or will work with simplified cost.”
Participant from the Ministry of Education, Youth and Sports, Prague

“Very useful and helpful. Very good presentation of the core issues with wonderful speakers.”
Participant from the Audit of EU Funds Executive Agency, Sofia

“New programming period and new approach, combined with structural changes for most of Managing Authorities – It is obligatory to learn about SCOs”


Course Material – No need to miss anything!

If you were unable to make it to the Spring Course you may want to order a copy of the printed material including the access data to all presentations shown during the events. The price is € 299,- (each, excl. of VAT). If interested, please contact Enrica Corpace.

Day 1: Wednesday, 10. April | Methodology and Calculation Methods of Simplified Cost Options | 08:45 - 17:00

08:45

Registration & Welcome Coffee

09:15

Introduction Round

09:45

Simplified Cost Options: Regulatory Framework and Principles

  • Methodology and principles of SCOs
  • Focus on output and results: Why, when and how to use simplified cost models?
  • Fund-specific rules and national rules
  • Changes introduced by the Omnibus regulation
  • Simplification and reduction of ‘gold-plating’
  • New and extended EU-level options and off-the shelf SCOs
Louis Vervloet General Director, ESF Agency Flanders, Brussels
10:45

Coffee Break

11:15

Calculation Methods for Simplified Cost Options

  • Use of existing EU schemes or existing own national schemes
  • Use of specific rates and methods from the CPR and Fund specific regulations
  • Introduction into the calculation methods: flat-rate financing, standard scales of unit costs and lump sums
  • Ex ante evaluation
  • Combination of cost options
Louis Vervloet General Director, ESF Agency Flanders, Brussels
12:00

Flat-rate Financing: How to Apply & Practical Examples

  • Categories of costs and rates applied
  • Calculation methods for indirect costs
  • How do you calculate staff costs?
  • Fund-specific rules
  • Examples of flat-rates
Louis Vervloet General Director, ESF Agency Flanders, Brussels
12:45

Lunch Break

14:00

Standard Scales of Unit Costs & Lump Sums: Principles & Practical Examples

  • General principles
  • When to apply and how to calculate?
  • How do you calculate staff costs?
  • Lump sums: Definition of milestones
  • Limits of the use of lump sums
  • Examples of unit costs and lump sums
Luca Santin Expert for EU Structural Funds, Italy
Louis Vervloet General Director, ESF Agency Flanders, Brussels
14:45

Application of Art. 14.1 & Delegated Acts

  • Advanced options under Art. 14.1 ESF: Scope of application
  • Principles and main differences of Art. 67 CPR and article 14.1 ESF
  • What steps to take with the Commission to have a delegated act being approved?
  • Practical examples from Member States and decisions
Louis Vervloet General Director, ESF Agency Flanders, Brussels
15:30

Coffee Break

16:00

Exercises and Practical Group Work on Calculation Methods

Participants will work on real-life cases and exercises on the use of flat-rates, unit costs and lump sums.

Luca Santin Expert for EU Structural Funds, Italy
Louis Vervloet General Director, ESF Agency Flanders, Brussels
17:00

End of Day 1

18:30

Evening event: Guided tour of Barcelona Modernista & Common Dinner

Day 2: Thursday, 11. April | How to Implement and Make Best Use of SCOs in Your Operational Programme? | 09:00 - 17:00

09:00

Implementing SCOs: Considerations for Managing and Certifying Authorities & Beneficiaries

  • Why use SCOs: Considerations for MAs, CAs, IBs and beneficiaries
  • How to develop a Simplified cost model: Steps, negotiations, and institutions involved
  • How to work together with the European Commission
  • Step-by-step guidance on how to implement flat-rates, unit costs and lump sums
  • Developing and implementing a result-oriented approach
  • The 3P-Model: 3 main processes of structuring organisations
  • Benefits and risks of using SCOs
  • National experiences and expert guidance: Discussion and exchange of experiences
Louis Vervloet General Director, ESF Agency Flanders, Brussels
10:30

Coffee Break

11:00

Setting up Simplified Cost Models for ERDF Projects

  • How to use simplified cost models in ERDF projects?
  • Eligible costs under ERDF
  • Public Procurement and SCOs
  • Flexibility in the operation of simplified cost models
  • Benefits, challenges and pitfalls
Luca Santin Expert for EU Structural Funds, Italy
12:30

Lunch Break

13:45

Best Practice and Recommendations for a Successful Use of Simplified Cost Models in Operational Programmes

Group work and exercises on real-life examples: Receive guidance and recommendations on the most relevant approaches, actions and operative solutions adopted by Managing Authorities. Become familiar with the change management process due to the SCO implementation.

Luca Santin Expert for EU Structural Funds, Italy
15:30

Coffee Break

16:00

Interactive Session: Planning the Activities for Upcoming Months in Your Member State/Operational Programme

  • Participants are asked to exchange and report on their current practices & experiences on SCO
  • Discuss your current challenges and individual questions in full confidentiality
  • Receive expert guidance
Luca Santin Expert for EU Structural Funds, Italy
Louis Vervloet General Director, ESF Agency Flanders, Brussels
17:00

End of Day 2

Day 3: Friday, 12. April | Control and Audit of Simplified Cost Options | 09:00 - 15:30

09:00

First-Level Control & Verification of Simplified Cost Options

  • How to verify SCOs and what needs to be verified
  • Eligible Costs using SCOs
  • Compliance of SCOs with State aid and public procurement
  • How to reduce risks and errors?
  • Requirements for financial reporting
Louis Vervloet General Director, ESF Agency Flanders, Brussels
10:00

How to Ensure Good Cooperation between Managing and Audit Authorities?

Juan Ignacio Gonzalez Bastero Principal Manager, Chamber 2 Directorate, European Court of Auditors, Luxembourg
(tbc)
10:45

Coffee Break

11:15

Audit of Simplified Cost Options

  • Using SCOs: 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 in SCOs – how to avoid them?
  • The European Court of Auditors’ approach
Juan Ignacio Gonzalez Bastero Principal Manager, Chamber 2 Directorate, European Court of Auditors, Luxembourg
(tbc)
12:45

Lunch Break

14:00

Practical Exercises and Group Work on Eligibility of Costs: How to Avoid Errors and Irregularities in SCO?

Participants will work on practical exercises and will discuss different situations where SCO are being applied. Given the use of different options, participants will assess whether and why there is ground for an irregularity.

Juan Ignacio Gonzalez Bastero Principal Manager, Chamber 2 Directorate, European Court of Auditors, Luxembourg
(tbc)
15:30

End of Summer Course & Distribution of Certificates


*Programme may be subject to change.

Speakers

Louis Vervloet
General Director, ESF Agency Flanders, Brussels

More info
Luca Santin
Expert for EU Structural Funds, Italy

More info
Juan Ignacio Gonzalez Bastero
Principal Manager, Chamber 2 Directorate, European Court of Auditors, Luxembourg

More info

Venue

Carrer de Sant Antoni Maria Claret, 171
Barcelona, Spain
Loading Map....

Online-Registration

Spring Course | 10.04.2019 - 12.04.2019 | Barcelona | Language English
Are you a public authority?
Ticket Type Price Spaces
Spring Course: How to Use Simplified Cost Options for ESI Funds?
Regular fee / Reguläre Teilnahmegebühr
€2.630,00
Spring Course: How to Use Simplified Cost Options for ESI Funds?
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€2.230,00

Group invoice
Single invoices

Email
Post
Online search
Phone call
Colleagues
Other

(Data Privacy Policy)


If you are interested, please use our Newletter to stay informed about our upcoming conferences, workshops, trainings and current published journals in our core areas of EU competition, data protection, substances and environmental law, as well as exciting new projects in emerging technologies and digitalisation.

Don’t miss any news and sign up for our free news alert.  Sign up now