Cohesion Policy Project Appraisal standards in 2021-2027; Using CBA; The Connecting Europe Facility, Madrid - Main contents
| date | November 4, 2020 |
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| city | Madrid, Spain |
| organisation | European Institute of Public Administration (EIPA) i |
This 4-morning online course will focus on the new project appraisal requirements for EU co-financed investment projects and the new Economic Appraisal Vademecum of DG REGIO. It will also see how this compares to the ongoing Cost-Benefit Analysis (CBA) requirements for the Connecting Europe Facility.
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SKU: 2060901 Categories: EU Policies, Law and Practice, EU Structural Funds Tags: audit, CBA, CBA Guide, Cost Benefit Analysis, DG Regio, DG Regio requirements, ECA, EU co-financed programmes, EU Funds, EU Structural and Cohesion Fund, European Commission, European Court of Auditors, investment projects, JASPERS, the Connecting Europe Facility
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About this online course
This 4-morning online course will focus on the new project appraisal requirements for EU co-financed investment projects and the new Economic Appraisal Vademecum of DG REGIO. It will also see how this compares to the ongoing Cost-Benefit Analysis (CBA) requirements for the Connecting Europe Facility.
In the new draft Common Provisions Regulation for Cohesion Policy, Major Projects are replaced by Operations of Strategic Importance, while large investment projects are no longer subject to an EU centralised approval mechanism. Nor is there an explicit mention of using Cost-Benefit Analysis. However, significant obligations regarding the selection of operations will remain in force, with a major shift of responsibilities from the EU to Member States.
At the national level, establishing and enforcing the methodology and criteria for the selection of operations will continue to be part of the remit of the Managing Authority and the Monitoring Committee.
Notably, Article 67 of the draft Common Provisions Regulation (CPR) indicates that in selecting operations the Managing Authority shall:
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-ensure that selected operations present the best relationship between the amount of support, the activities undertaken and the achievement of objectives;
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-verify that the beneficiary has the necessary financial resources and mechanisms to cover operation and maintenance costs.
The former requirement means that the cost-benefit ratio of a project should be optimised; the latter demands an analysis of the long-term sustainability of the project. Article 67 therefore indicates that rigorous project appraisal techniques must be applied in project selection, and that CBA should still be used for the selection of larger projects.
For the next programming period 2021-2027, a new Economic Appraisal VADEMECUM will be provided by the EC, to support Member States. It will highlight good practices in project appraisal, offering a guide to simplified CBA, and other appraisal techniques, such as cost-effectiveness tests and multi-criteria analyses.
In this online course, experts from the European Commission, the European Investment Bank, JASPERS and INEA (the Innovation and Networks Executive Agency) will discuss:
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-best practice in using CBA for project appraisal
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-best practice from Major Projects
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-the new DG REGIO requirements
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-alternative project appraisal techniques; project quality standards, 2021-2027
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-Operations of Strategic Importance (OSI)
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-Using CBA under the Connecting Europe Facility
Who will benefit most?
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-Beneficiaries eligible for Structural Funds, the Cohesion Fund, CEF and IPA III, Managing authorities, intermediate bodies, auditors and consulting companies;
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-Other actors involved in EU funding programmes and projects.
What you will learn in this course
The training will present principles, methods and criteria which can be used by public decision-makers. It will help them to better understand what information is required in order to assess the financial and economic viability of an investment project, and so make the best co-financing decisions in 2021-2027. It will also show us how to avoid mistakes.
Key elements will be practised during workshops with the direct involvement of our EC, INEA, EIB and JASPERS experts. You will receive the most relevant information about the future use of CBA in the post-2020 period.
EU Funds
Robin Smail Training & Consultancy
EU Structural Funds
University of Las Palmas
EU Structural Funds
Unit F1, DG Regional and Urban Policy, European Commission
EU Structural Funds
European Investment Bank
EU Structural Funds
INEA
Financial Engineering Manager, Innovation and Networks Executive Agency (INEA), European Commission
Practical information
Online Course
For this online course we make use of Zoom
Programme Organiser
Ms Winny Curfs
Tel: + 31 43 3296320
Discounts
EIPA offers a discount to all civil servants working for one of EIPA’s supporting countries, and civil servants working for an EU institution, body or agency.
Who are the supporting countries?
Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden, United Kingdom.
For all other participants, the regular fee applies.
Confirmation
Confirmation of registration will be forwarded to participants on receipt of the completed online registration form.
Payment
Prior payment is a condition for participation.
Cancellation policy
For administrative reasons you will be charged € 50 for cancellations received within 7 days before the activity begins. There is no charge for qualified substitute participants.
EIPA reserves the right to cancel the activity up to 1 week before the starting date. In that case, registration fees received will be fully reimbursed.
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The programme
08.30 |
Opening of Online platform |
09.00 |
Opening of the seminar: introduction to the programme, method, objectives Marco Lopriore, Expert, EIPA |
09.10 |
Policy context for Cohesion Policy 2021-2027 and Emergency Health Crisis measures
Marco Lopriore |
Part I - Project appraisal techniques and using CBA for ESI Funds: 2014-2020 and 2021-2027 |
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9.30 |
Cohesion Policy and investment projects co-financed by EU Funds in the programming period 2021-2027: draft regulations and state of play of negotiations
Robin Smail, Visiting Expert EIPA and Independent Consultant (IE/UK) (former National Expert EC; and former Senior Executive within Evaluation Division, Scottish Enterprise) |
10.00 |
Break-out rooms: project appraisal in Member States |
10.15 |
Cohesion Policy and investment projects co-financed by EU Funds in the programming period 2021-2027: draft regulations and state of play of negotiations
Robin Smail |
10.45 |
Virtual Coffee break - Tour de table; meeting our Guest speaker |
11.15 |
The economic evaluation of public investment projects and the use of CBA
Ginés de Rus, Professor of Economics, University of Las Palmas. Research Director of Infrastructure and Transport, FEDEA. |
12.00 |
Break-out groups: risk factors |
12.15 |
The economic evaluation of public investment projects and the use of CBA (continued)
Ginés de Rus |
13.00 |
Q&A |
13.15 |
End of Day 1 |
08.45 |
Opening of Platform |
09.00 |
Review of Day 1 |
09.05 |
The financial analysis, project viability tests
Robin Smail |
09.45 |
WORKSHOP: Metro Project - building a spreadsheet for the financial analysis
Robin Smail |
10.15 |
Virtual Coffee Break and meeting our Guest speaker |
10.45 |
The importance of CBA in the decision-making process of Cohesion Policy
Witold Willak, Acting Head of Unit F.1 Competence Centre Closure and Major Projects, DG Regional and Urban Policy, European Commission |
11.40 |
Short break |
11.50 |
WORKSHOP: Revenue-generating projects - the rules and the grant calculation, 2014-2020
Robin Smail |
12.20 |
How to ensure quality of projects in simplified Cohesion Policy 2021-2027 - the new VADEMECUM and considerations for the programme authorities and beneficiaries (contd).
Witold Willak |
13.10 |
Q&A session |
13.20 |
End of day 2 |
Part II - Cost-Benefit Analysis and alternative appraisal techniques: a European Investment Bank (EIB) / JASPERS perspective |
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08.45 |
Opening of Platform |
09.00 |
Review of issues from days 1 & 2 and meeting our Guest speaker |
09.10 |
The new guiding principles 2021-2027, CBA method and issues
Davide Sartori, CBA specialist, European Investment Bank, JASPERS - Networking and Competence Centre. (Lead Author of the 2014 European Commission Guide to Cost-Benefit Analysis of Investment Projects). |
10.00 |
Break-out rooms: choosing the best appraisal method |
10.15 |
The new guiding principles 2021-2027, CBA method and issues (continued)
Davide Sartori |
10.45 |
Virtual Coffee Break and meeting our Guest speakers |
11.15 |
CASE STUDY: Cost-Benefit Analysis and appraisal criteria for EU co-financed investment projects - case study from the Energy Efficiency sector
Massimo Merighi, European Investment Bank, JASPERS - Technical Assistance in Energy, Warsaw |
12.25 |
Economic evaluation of public investment projects co-financed by EU Funds in 2021 - 2027
Davide Sartori |
13.15 |
Break-out rooms: financial and economic tests for EU and EIB co-funded projects |
13.30 |
End of the third day |
Part III - Cost-Benefit Analysis for the Connecting Europe Facility (CEF) |
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08.45 |
Opening of Platform |
09.00 |
Review of Day 3 and meeting our Guest speaker |
09.05 |
Assessing projects under the CEF
Julien Bollati, Financial Engineering Manager, Innovation and Networks Executive Agency (INEA), European Commission |
10.00 |
Short break |
10.10 |
WORKSHOP: Working with Transport projects (rail, waterways, road, air) and Alternative Fuels for Transport - CEF project assessment
Julien Bollati |
10.45 |
Virtual Coffee Break and meeting our Guest speakers |
11.05 |
WORKSHOP: Working with Transport projects (rail, waterways, road, air) and Alternative Fuels for Transport - CEF project assessment (contd).
Julien Bollati |
Part IV - Practical workshops and case studies: using CBA for EU co-financed investment projects |
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11.40 |
CASE STUDY: Research and Development project - how to be efficient in the project assessment process
Davide Sartori |
12.20 |
Break-out rooms: key appraisal issues for the project |
12.45 |
Discussion of technical issues and challenges, possible solutions |
13.15 |
Evaluation of online course |
13.20 |
Closure of online course |
Het Europees instituut voor bestuurskunde (beter bekend als The European Institute of Public Administration - ofwel EIPA) streeft ernaar om de kennis van ambtenaren die zich met de EU bezighouden te vergroten door het ontwikkelen en organiseren van trainingen. Het instituut wil wetenschappelijke kennis en praktische 'know–how' met elkaar verbinden. EIPA bestaat al meer dan 35 jaar.
Het hoofdkantoor van EIPA is gevestigd in Maastricht en heeft dependances in Luxemburg en Barcelona. Gemiddeld nemen 14.000 nationale en Europese ambtenaren per jaar deel aan de trainingen. Daarnaast biedt EIPA ook consultancy, onderzoek en op maat gemaakte programma’s/trainingen aan. Bij EIPA werken circa 120 hoogopgeleide medewerkers.