Courses

Spring Academy

Simplified Cost Options for ESI Funds:
Practical Toolbox

Porto
1900 EUR (excl. VAT)
  • Description

    How can Simplified Cost Options (SCOs) help your organisation? Where to cut the red tape to get the best results? How to use flat rates correctly? With the help of this workshop Simplification will no longer be complicated for you. The use of SCOs has been extended to all ESI Funds, which made them not only applicable to more projects but also 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 Workshop will cover the following issues:

    • Simplified Cost Options: regulatory framework and principles
    • SCOs as a method of reducing administrative burden
    • Case studies – examples of projects using SCOs form different countries
    • Flat-rate: translation from the theory to practice
    • Exercises and practical group work on calculation methods
    • How to implement and make the best use of SCOs in your Operational Programme after 2020
    • Setting up Simplified Cost Models for ESF projects
    • Best practices and recommendations for a successful use of Simplified Cost Models in Operational Programmes

     

    Who is the Workshop for?

    • Representatives from public authorities in charge of financial management, control and audit
    • 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 Spring Academy the ESI Funds Academy is inviting the participants on the Wednesday afternoon to a walking tour to discover Porto with our urban expert and for a get-together Networking dinner in a Restaurant.

  • Programme

    Wednesday 17 May 2023

    • 09.00

      Registration & Welcome Coffee

    • 09.30

      Introduction Round

      José Eduardo Baptista; Event Manager

      ESI Funds Academy

    • 09.45

      Simplified Cost Options: Regulatory Framework and Principles

      • Evolution of SCOs
      • Simplified Cost Options – overview of regulatory framework and major principles
      • New regulations for years 2021-2027 on SCOs

       

      Urszula Wójcik, Chief Expert responsible for programming and coordinating technical assistance support from
      ESI Funds, Poland

    • 10.45

      Coffee break

    • 11.15

      SCOs as a method of reducing administrative burden

      • How to reduce administrative burden?
      • SCOs in projects – administrative costs and salaries
      • Case studies – examples of projects using SCOs form different countries

       

      Urszula Wójcik, Chief Expert responsible for programming and coordinating technical assistance support from ESI Funds, Poland

    • 12.00

      Lunch

    • 13.00

      Flat-rate: translation from the theory to practice

      • Categories of costs and rates applied
      • Calculation methods for indirect costs
      • How do you calculate staff costs?
      • Examples of flat-rates

       

      Renata Piecyk, Experienced manager in the ESF Managing Authority in Poland, supervising the financial implementation of ESF Operational Programs.

    • 14.00

      Coffee break

    • 14.30

      Case studies – examples of projects using lupm sums and unit costs form Poland (ESF and ERDF)

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

       

      Renata Piecyk, Experienced manager in the ESF Managing Authority in Poland supervising the financial implementation of ESF Operational Programs.

    • 16.00

      End of the official Programme of Day one

    • 18.00

      Walking Tour and a dinner

      After the completion of the first day of the Spring Academy we invite participants to a walking tour in Porto, ending in the restaurant with a common get together dinner.

      Starting point: the Hotel Lobby

    Thursday 18 May 2023

    • 09.00

      Art. 14.1 & Delegated Acts: how to apply and outlook 2021-2027

      • 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, ESF Agency Flanders, Brussels

    • 10.15

      Coffee break

    • 10.45

      Setting up Simplified Cost Models for Projects: Considerations for Managing and Certifying Authorities & Beneficiaries and Outlook 2021-2027

      • Why use SCOs in ERDF/CF projects: Considerations for MAs, CAs, IBs and beneficiaries
      • How to develop a Simplified cost model: Steps, negotiations, and institutions involved
      • Practical examples from different OPs
      • Benefits and risks of using SCOs
      • Change of focus from costs, reimbursement and checks to deliverables and results in the 2021-2027 programming period
      • Discussion and exchange of experiences

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 11.45

      “Off-the-shelves” SCOs, the new rules post “Omnibus” Regulation and outlook 2021-2027

      • Cases of “off-the-shelves” SCOs
      • Clarification on the use of staff costs: how to calculate the “latest documented annual gross employment costs”?
      • The “Off-the-Shelf” Cost Options in the 2021-2027 programming period
      • Practical examples

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 13.00

      Lunch

    • 14.00

      Audit of Simplified Cost Options - outlook 2021-2027

      • Using SCOs: Considerations for Audit Authorities
      • Implications for the audit procedure: Audit of methodology
      • Specific audit trail requirements
      • How to audit SCOs in the 2021-2027 programming period
      • Errors and irregularities –how to avoid them?

       

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 15.00

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

      Group work and exercises on real-life examples: recommendations on good practices and common pitfalls when applying SCOs

       

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 16.00

      End of Day Two

    Friday 19 May 2023

    • 09.00

      SCO after 2020

      What are the key changes for Simplified Cost Options for the new programming period?

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 10.15

      Coffee Break

      Networking

    • 10.30

      How to calculate flat rates based on standard scales of unit costs

      How to calculate flat rates based on standard scales of unit costs

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 12.15

      Lunch

    • 13.00

      How to apply results-based financing through SCO

      How to apply results-based financing through SCO

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 14.00

      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 –how to avoid them?

       

      Louis Vervloet, ESF Agency Flanders, Brussels

    • 15.30

      The End of the Spring Academy

      Handing out of certificates and good bye coffee

  • Experts

  • Venue

    Hotel A Bicicleta – Porto
    Praça da Batalha, 116
    4049-028 Porto

     

    Next to the training materials the trainign fee is covering:
    a) the Catering during the training (3 Coffee Breaks and a Lunch every day);
    b) the Walking Tour in Porto in the evening of the First Day of the Training;
    c) Networking Dinner in the evening of the First Day of the Training.

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