European Seminar

New Obligations for High Cost Projects 29th – 30th September 2016, Berlin

With experts from:

Brochure

Major Projects Funded by ESI Funds 2014-2020

• European Commission, DG Clima, Adaptation Unit • European Commission, Legal Service, State Aid Team • European Court of Auditors, Financial Audit • Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Department for Analysis and Programming, Poland • Ministry of National Development, Deputy State Secretariat for Transport Operational Programmes, Hungary

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EUROPEAN SEMINAR

Major Projects Funded by ESI Funds 2014 - 2020 Facing new challenges in Major Projects 2014-2020 In the current period 2014-2020 officials dealing with Major Projects funded by ESI funds face new main challenges. Not only is the threshold partly higher (75 Million for transport projects and 50 million as a general rule) but it is based on total eligible costs. Therefore an excellent cost-benefit analysis (CBA) is required and indispensable to get the project approved. Despite simplified rules the CBA remains a difficult task. Moreover, persons working on Major Projects will deal more intensely with a variety of stakeholders, e.g. JASPERS. Additionally, an analysis of the environmental impact is needed, taking into

Who is this seminar for? Members of Staff dealing with Major Projects (above 50 million EUR) governed by Regulation (EU) 1303/2013 in the fields of: •

Transport

•

Energy

•

Infrastructure

•

Water

•

Waste

account climate change adoption and mitigation needs as well as disaster resilience. Failures in these basic procedures may lead to irregularities and consequently to serious implications for the realisation of your Major Project.

Be prepared for submitting and implementing a Major Project funded by ESI Funds 2014-2020 That is why it is absolutely necessary to stay up-to-date and to keep a clear overview on the numerous documents that have to be filled in and on the steps that have to be taken

from departments such as: • EU (Structural) Funds Department

until the project gets approved. Persons responsible need to be aware of how to prepare a correct documentation and conduct the necessary analyses required by the European Commission. Come to our seminar and benefit from the experience and knowledge of our high-level experts. Get to know where State aid rules apply and where not and how

• Finance Department • Financial Management and Control Department

to act on these cases. Become familiar with the new climate proofing regularities and how to deal with them in the application form, the CBA and the ex-ante conditionalities. Learn more about JASPERS’ enhanced role in this current programming period and how you can make the approval process for your Major Projects more efficient by involving independent experts. Improve your practical abbility to conduct a CBA and get hands-on tipps from our speakers.

“A very useful workshop on contemporary subjects regarding major projects and compliance with EU regulation requirements in this seminar.“ Francescu Nunes, COMPETE 2020 – Management Authority for the Competitiveness and Internacionality Operational Programme, Portugal

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• Department for Preparing and Monitoring of Projects • Audit Department

What will you learn at this seminar? • How to prepare for and submit an application for approval of a Major Project • How to best set up a financial plan and timetable for your Major Projects • How can you prevent exposing your projects to financial risk by doing a proper feasibility study and cost-benefit analysis? • How to conduct a cost-benefit analysis and to decide whether you should submit and implement your project • How to calculate the financial gap in revenue generating projects • What has to be taken into account regarding the interpretation of calculated results? • What has changed in the current programming period 2014-2020 regarding revenue-generating projects, as set out in Article 61 of Regulation (EU) 1303 / 2013? • What are the lessons learnt from 2007-2013? • How to ensure that the project is in compliance with EU State aid rules • What are appropriate exemptions from State aid rules? • What is the impact of the new climat proofing regularities and how can they be integrated in the preparation and cost-benefit analysis of Major Projects?

Your benefits • •

Gain up-to-date knowledge regarding Major Projects in the current programming period 20142020 with our high-level qualified speakers Get your Major Project approved by the European Commission

• Make sure that your Major Projects are financed according to State aid law • Secure that your projects start with the implementation on time •

Learn how to improve your performance of financial and economic analyses for ESI-funded projects – Build a reliable basis for your investment decisions

• Find out the “hard facts” of your projects and avoid exposing them to financial risks • Discuss the crucial steps of CBA based on practical case studies and exercises • Learn how to apply Article 61 of Regulation (EU) 1303 / 2013 correctly

• How to combine project preparation and implementation for the Connecting Europe Facility (CEF) and Major Projects • Which Major Projects are eligible for CEF? • What is the new role of JASPERS and how can you seek support for your project?

•

Discuss your own examples, challenges and experiences with our qualified speakers and receive plenty of practical advice for your day-to-day work

• Network with colleagues from all across Europe and exchange know-how

„Masterclass Management in EU Funds“ This Seminar is an optional seminar for the „Masterclass Management in EU Funds“ For further Information, please click here.

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PROGRAMME DAY 1

Major Projects Funded by ESI Funds 2014 - 2020 8.30-9.00

Registration and Handout of Seminar Documents 9.00-9.05

Opening Remarks from the European Academy for Taxes, Economics & Law 9.05-9.30

Welcome Note from the Chair and Round of Introductions • Expectations and experiences of the participants

Peggy Vercauteren, Principal Auditor, Employment and Social Affairs - Financial Audit, European Court of Auditors 9.30-10.15

Major Projects in 2014-2020: New Challenges – New Solutions

• Regulatory changes affecting Major Projects • Implication on programme implementation and N+3 • CEF New instrument for the transport infrastructure • First results of CEF from a beneficiary’s point of view

Erika Saltarelli, Connecting Europe Facility Department, Deputy State Secretariat for Transport Operational Programmes, Ministry of National Development, Hungary 10.15-10.30

Discussion Round 10.30-11.00

Coffee Break and Networking Opportunity 11.00-11.45

JASPERS enhanced role: New Support and Cooperation • New responsibilities, new contacts • Independent quality review • Project preparation and strategic advice • Training and networking

Erika Saltarelli, Connecting Europe Facility Department, Deputy State Secretariat for Transport Operational Programmes, Ministry of National Development, Hungary

PEGGY VERCAUTEREN

Principal Auditor, Employment and Social Affairs - Financial Audit, European Court of Auditors

Peggy Vercauteren is a Certified Internal Auditor (CIA) and has been working at the European Court of Auditors since 2003. Currently, she is coordinating the financial and compliance audit of ESF in the operational programmes. Previously, she was the lead auditor on the audit on Closure of the 2000-2006 Period in Structural Funds. Prior to her employment at the European Court of Auditors, Peggy Vercauteren worked as an Internal Auditor in banking, in a commercial function in banking and as an Economic Assistant to the Technical Director in the Port of Antwerp.

ERIKA SALTARELLI

Connecting Europe Facility Department, Deputy State Secretariat for Transport Operational Programmes, Ministry of National Development, Hungary

Before Erika Saltarelli recently changed to the Deputy State Secretariat for Transport Operational Programmes at the Ministry of National Development, she worked as Project Manager in the Department for Monitoring and Evaluation of ESI Funds at the Hungarian Prime Minister’s Office. There, she was responsible for the coordination and monitoring of Major Projects for six Managing Authorities as well as for JASPERS’ coordination. Previous to her position at the Prime Minister’s Office, she carried the same responsibilities at the National Development Agency in Hungary in the Department for Programme and Project Preparation. Erika Saltarelli has contributed significantly to the Hungarian legislation related to Major Projects and the phasing of projects for the 20142020 period.

11.45-12.00

Discussion Round 12.00-13.00

Lunch Break and Networking Opportunity

“Excellent.” Guna Holste, Senior Project Manager, SJSC Latvian Railways

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13.00-13.45

Better and Worse: Lessons Learnt for 2014-2020

• Major Projects need more than outstanding engineering studies • Securing the budget by timing and planning • Importance of the public opinion • Knowing the market • Correct risk assessment or just bad luck • Additional information / background on this topic: ECA Report 4/2012 on Seaports

Peggy Vercauteren, Principal Auditor, Employment and Social Affairs – Financial Audit, European Court of Auditors 13.45-14.00

Discussion Round 14.00-14.45

Successfully Tackling State Aid Issues

• When do State aid rules apply? • When is it possible to grant aid? • If aid is involved, is a notification necessary? • State Aid Legal Framework for the 2014-2020 programming period • Public Support for the Implementation of Important Projects of Common European Interest (IPCEIs)

Leo Flynn, Member of the Legal Service, State Aid Team, European Commission

LEO FLYNN

Member of the Legal Service, State Aid Team, European Commission

Leo Flynn joined the Legal Service of the European Commission in 2002. He is a Legal Adviser and currently works in the State Aid Team of the Legal Service. He has been responsible for issues concerning State aid to banks in the context of the financial crisis since 2009 and also deals with questions concerning State aid procedure including recovery and execution of State aid decisions. Prior to that, he had worked as a Legal Secretary at the Court of Justice for five years. From 1992 to 1997, he had lectured at King’s College, London. He is currently a Visiting Professor at King‘s and remains a member of its Centre for European Law. He has written widely on Union law, especially on selected competition law issues, on social policy and on Union law in national courts.

14.45-15.00

Discussion Round 15.00-15.30

Coffee Break and Networking Opportunity

Workshop 15.30-17.00

How to Assess Whether Support for an Infrastructure Project Involves State Aid Member States are responsible for adhering to State aid rules. Failure to abide by these rules can have severe financial consequences. In this interactive session the participants will work on case studies and get the opportunity to train their ability to decide when aid can be excluded from infrastructure support.

Which are the elements excluding State aid from support to infrastructure in general? Which elements could exclude aid from support to water and waste water infrastructure? Under which conditions can aid be excluded from support to waste infrastructure?

“It’s a great opportunity to see how others dealt with Major Projects.”

Under which conditions can aid be excluded from support to energy infrastructure? Participants work on the case studies in groups, present and discuss their findings.

Leo Flynn, Member of the Legal Service, State Aid Team, European Commission 17.00

End of Day One

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PROGRAMME DAY 2

Major Projects Funded by ESI Funds 2014 - 2020 8.30-8.35

CLAUS KONDROP

Welcome Note from the Chair

Claus Kondrop, Policy Officer, Adaptation Unit, DG Clima, European Commission 8.35-9.15

Climate Proofing of Major Projects

• Brief outline of climate change impacts in Europe • Climate proofing of Major Projects: (1) vulnerability and risk assessment and adaptation options;  and the (2) carbon footprint methodology • Legal basis and climate requirements in the application form for Major Projects • Integrating climate considerations in the preparation and cost-benefit analysis of Major Projects

Claus Kondrop, Policy Officer, Adaptation Unit, DG Clima, European Commission 9.15-9.30

Discussion Round

Policy Officer, Adaptation Unit, DG Clima, European Commission

Claus Kondrup is a climate change expert in the European Commission‘s Directorate General for Climate Action. Furthermore, he has extensive experience with EU Regional and Urban policy, cooperation with Member States and third countries including ten years with postings to EU Delegations in Africa, the Pacific and Eastern Europe. Claus Kondrup is a team leader for climate mainstreaming into Regional Policy funds and programmes including climate proofing of Major Projects, coordinating climate mainstreaming into European Structural and Investment Funds, and contributing to the development of EU policy on adaptation to climate change. He has a background in civil engineering and wide experience with climate action, including the resilience to extreme weather and climate events.

9.30-10.15

Feasibility Study and Cost-Benefit Analysis (CBA) – Key Issues to Consider

• The new European Commission Guide • Major Projects – The requirements concerning feasibility study and CBA • Input data for the CBA and its sources • Financial analysis and its outcome • Revenue generating projects – How to calculate the financial gap? • Economic analyses, effectiveness indicators and their interpretation • Risk and sensitivity analysis • Particularities of a CBA in some sectors (i. a. water projects)

Paweł Engel, Deputy Director, Department for Analysis and Programming, Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Poland

Workshop Part I 11.00-12.30

Going Through a Calculated CostBenefit Analysis – Step-by-Step Preparing for and conducting a cost-benefit analysis in practice can be challenging. The case study will therefore provide an opportunity for the participants to put theory into practice as learned in the previous session.

How to determine the demand?

Discussion Round

Investment and operational cost and revenues

10.30-11.00

Financial analysis and financial gap

10.15-10.30

Coffee Break and Networking Opportunity

Economic analysis Sensitivity analysis Participants work on a case study in groups and present and discuss their findings.

Paweł Engel, Deputy Director, Department for Analysis and Programming, Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Poland

12.30-13.30

Lunch Break and Networking Opportunity

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Workshop Part II 13.30-14.30

Going Through a Calculated CostBenefit Analysis – Step-by-Step Continuation of the workshop

Paweł Engel, Deputy Director, Department for Analysis and Programming, Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Poland 14.30-15.00

Coffee Break and Networking Opportunity 15.00-15.45

Case Study: How to Prepare a Successful Major Project

• Defining the scope of the project • Practical problems with the theory of project lifecycle • Application package • Overlapping of legal frameworks – Financial corrections in sight • The role of external advisors in the project preparation – Pros and Cons

PAWEŁ ENGEL

Deputy Director, Department for Analysis and Programming, Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Poland

Before Pawel Engel became Deputy Director of the Department for Analysis and Programming at the Centre for EU Transport Projects in Poland – a subordinate authority of the Ministry of Infrastructure and Construction – , he had worked for seven years as Deputy Director of the Department for EU Projects and Monitoring in the General Directorate for National Roads and Motorways in Poland. During the programming period 2007-2013 he was responsible for the application process resulting in 50 projects with roughly EUR 10 bn of EU contribution. Moreover, Paweł Engel has been in charge of preparing feasibility studies and CBAs, having made more than 30 calculations for road projects. Previously, he worked in the field of pre-accession and Structural Funds, inter alia, in the Polish Ministry of Regional Development.

Paweł Engel, Deputy Director, Department for Analysis and Programming, Centre for EU Transport Projects – a Subordinate Authority of the Ministry of Infrastructure and Construction, Poland 15.45-16.00

Final Discussion Round 16.00

End of Seminar and Handout of Certificates

“Extremely beneficial and informative with high quality speakers.”

“The seminar was well organised, well structured and with good speakers, who were practitioners in the field.”

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ORGANISATIONAL MATTERS

Major Projects Funded by ESI Funds 2014 - 2020 Date of Event

29th – 30th September 2016

Booking Number S-1320 MC

Event Language

The event language is English.

Event Price

1.289,- Euro excl. German VAT (19%) The above price covers the following: • Admission to the seminar • Hand-out documents • Seminar certificate, if seminar fully attended • Soft drinks and coffee/tea on both event days • Lunch on both event days Upon request you can receive a digital version of the seminar documents after the event for 60,- Euro excl. German VAT (19%) in addition to the seminar.

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European Academy for Taxes, Economics & Law at Potsdamer Platz, Leipziger Platz 9, 10117 Berlin Phone: +49 (0)30 80 20 80 20 Fax: +49 (0)30 80 20 80 250 Email: [email protected] Internet: www.euroacad.eu

Your contact persons for the programme: Regina Lüning, M. Sc. econ. Head of Marketing and Sales Phone: +49 (0)30 80 20 80 22 300 Fax: +49 (0)30 80 20 80 259 Email: [email protected] Elise Fräulin, M.A. Conference Manager Phone: +49 (0) 30 80 20 80 21 315 Fax: +49 (0) 30 80 20 80 22 259 E-mail: [email protected] (Programme is subject to alterations)

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BOOKING E-mail: [email protected] Phone: +49 (0)30 802080-20 Fax:

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For online booking please visit our website: www.euroacad.eu

Booking

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29th – 30th September 2016, Berlin

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