Courses

AutumnAcademy

Managing State Aid in ESI Funds
International Case Studies

Lisbon
1900 EUR (excl. VAT)
  • Description

    Who is the Workshop for?

    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

     

    After completing the official program of the first day of the Workshop the ESI Funds Academy is inviting the participants on the Thursday afternoon to a walking tour to discover the heart of Lisbon with our urban expert Jerome Crozy.

  • Programme

    Wednesday 6 November 2019

    • 08.30

      Registration and welcome coffee

    • 09.00

      Welcome note from ESI Funds Academy, welcome note from Chair

      Introduction round

      Chair: Andrzej Kaznowski, Easy State Aid, Warsaw

    • 09.30

      Concept of State Aid and Notification

      • The system of State aid rules
      • The requirements of Art. 107 & 108 of the TFEU
      • How to identify State aid
      • Notion of undertaking and economic activity
      • State resources and imputability

       

      Andrzej Kaznowski, Ease State Aid, Warsaw

    • 11.00

      Coffee break

    • 11.30

      Concept of State Aid – part II and procedural requirements

      • Determining selectivity of the measure
      • Determining advantage and Market Economy Operator Test (MEOT)
      • Effect on trade and distortion of competition
      • The measure is State aid – so what?
      • How to notify a measure?

       

      Andrzej Kaznowski, Easy State Aid, Warsaw

    • 12.30

      Lunch

    • 13.30

      Interdependence of State Aid and ESI Funds

      • When do ESI Funds managers have to be aware of State aid
      • Institutions to ensure compliance
      • References in ESIF to State aid
      • References in State aid to ESIF
      • How much State aid may be granted
      • State aid tasks of the managing authorities
      • Obstacles and pitfalls for ESIF managers
      • Examples of State aid and ERDF/ESF

       

      Andrzej Kaznowski, Easy State Aid, Warsaw

    • 15.00

      Coffee break

    • 15.30

      State Aid Exemptions: De minimis aid

      • Concept of the De minimis aid
      • Legal framework and scope of de minimis
      • Thresholds and cumulation
      • Exercises on application of the de minimis regulation

       

      Andrzej Kaznowski, Easy State Aid, Warsaw

    • 17.00

      End of the official Program of Day 1

    • 19.00

      Dinner

      Networking Dinner in Lisbon

       

    Thursday 7 November 2019

    • 09.00

      State Aid and ESIF – Case studies - Commission Notice on the notion of State aid

      • Notion of undertaking and economic activity (public powers, social, security, health care, education and research activities, culture ect.) – case study
      • The notion of advantage – case study
      • Selectivity (material, regional ect.) – case study

       

      Speaker, Artur Bartoszewicz, PhD, Warsaw School of Economics (invited, tbc)

    • 10.30

      Coffee break

      Coffee Break and networking

    • 11.00

      State Aid and ESIF – Case studies - Commission Notice on the notion of State aid

      • Effect on trade and competition – case study
      • Infrastructure (developer/owner, operator, end-user) – case study

       

      Artur Bartoszewicz, PhD, Warsaw School of Economics (invited, tbc)

    • 12.00

      Lunch

    • 13.00

      State Aid and ESIF – Case studies - Commission Notice on the notion of State aid

      State Aid and ESIF – Case studies – Commission Notice on the notion of State aid  

      • Infrastructure (developer/owner, operator, end-user) – case study

      GBER and its Application to ESIF

      • GBER common provisions
      • Scope and categories of exempted aid
      • Thresholds, incentive effect, cumulation rules
      • Publication, reporting and monitoring

       

      Artur Bartoszewicz, PhD, Warsaw School of Economics (invited, tbc)

    • 14.30

      Coffee break

    • 15.00

      GBER and its Application to ESIF

      • Regional aid
      • Training aid
      • Employment aid
      • State aid for environmental protection and energy
      • State aid for R&D&I

       

      Artur Bartoszewicz, PhD, Warsaw School of Economics (invited, tbc)

    • 16.00

      End of day 2

    Friday 8 November 2019

    • 08.45

      Welcome coffee

    • 09.00

      State Aid and ESIF – A practical approach

      State Aid and ESIF – A practical approach
      – Where does experience come from?
      – The role of major projects
      – Forthcoming changes in relation to financial perspective 2021-2027

      Funding Infrastructure in Compliance with State Aid Rules
      – Funding of infrastructures after the Leipzig/Halle judgement
      – Analytical Grids on State aid rules applicable to public funding of infrastructure projects

      ESIF Funded Infrastructure Projects in Specific Fields
      – Avoiding State Aid – the case of waste water infrastructure
      – Application of SGEI rules – the case of infrastructure

       

      Roman Gąszczyk, Legal expert, Managing Authority, Polish Governmental Administration, Warsaw

    • 11.00

      Coffee break

    • 11.30

      Funding of Public Transport Infrastructure and Rolling Stock Projects

      Funding of Infrastructure

      • Landmark judgements (Leipzig-Halle, Eventech)
      • State Aid on the level of the owner of the infrastructure
      • State Aid on the level of the operator of the infrastructure

       

      Application of SGEI rules to rail and local public transport projects

      • Notion of public service
      • Financing of infrastructure
      • Rolling stock projects
      • Public service compensation and Altmark criteria
      • New provisions of the PSO regulation

       

      Proposals of the EC for the next financial perspective

       

      Stefan Akira Jarecki, PhD Expert on State Aid and public transport regulation (invited, tbc)

    • 12.45

      Lunch

    • 13.45

      Experiences of a Managing Authority

      Experiences of a Managing Authority in the Areas of:

      • Construction of infrastructure
      • Purchase and modernization of rolling stock –
      • What if not State Aid in the form of SGEI compensation?
      • Regional Aid for the purchase of rolling stock (railway guidelines)
      • Local infrastructure/Global Block Exemption Regulation (GBER)
      • Article 93 of the Treaty on the Functioning of the European Union

       

      Stefan Akira Jarecki, PhD Expert on on State Aid and public transport regulation (invited, tbc)

       

    • 15.00

      End of the Autumn Academy

      Handing out of the certificates and a good bye coffee

  • Experts

  • Venue

    4 * Hotel in Lison

    Hotel Açores Lisboa

    Av. Columbano Bordalo Pinheiro 3, 1070-060 Lisboa, Portugal

    https://www.bensaude.pt/hotelacoreslisboa/en/

    +351 21 722 2920

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