harmonised implementation tools 1 st meeting on hit with cross-border cooperation and transnational...
TRANSCRIPT
Harmonised Implementation Tools1st Meeting on HIT with Cross-Border Cooperation and Transnational Cooperation Programmes in the Mediterranean Area
17 September 2014 | Milan, Italy
2
1. What is HIT?
2. Why harmonise?
3. Harmonisation process
4. How to use HIT tools?
3
Administrative and Eligibility Checklist
Quality Assessment Criteria
Strategic and Operational Assessment Criteria
Application Form Project / Partner Progress Report
Progress Report Monitoring ChecklistYES
Project selection
Project implementatio
n
A – Project SummaryB – Project PartnershipC – Project DescriptionD – Project BudgetE – Partner BudgetF – Annexes
PART A – Activity reportPART B – Finance report
Programme intervention logic
Analysis of current good practice
Legal package
Budget lines fact sheets
ETC specific indicators
Project Final Report
FLC Certificate
FLC Checklist
FLC Report
4
Why harmonise?
We all mean the same, but use different terminology!
70% already the same
Make use of good practice and lessons learned
Why harmonise?
• Simplification for applicants, beneficiaries and programme bodies
• Common understanding of concepts/definitions by beneficiaries and programmes and between different programmes
• Clear result orientation: focus on results and link programme – project intervention logics
• A minimum set of shared criteria in overlapping areas
• Harmonisation based on legal requirements and minimum expectations
• Efficient data collection (application form for assessment and monitoring)
• Accepted tools and requirements for audits
The process
HIT Milestones
7
20
07
TN programmes meet; request for harmonisation of procedures and monitoring systems expressed
20
08
20
09
20
10
20
11
20
12
20
13
Typology of projects developed
Structure consultations; COM positions paper: simplification
Working Group in Amsterdam (all strands); HIT, legal package+ strategic pro-gramming
Working Group in Brussels (all strands); HIT, legal package + strategic pro-gramming
Network meetings: start of work on harmonising budget lines
Working Group in Brussels:
Budget lines, eligibility, FLC
Email from COM asking for support from INTERACT
Working Group in Madrid:
Budget lines, eligibility, FLC
Finance network meeting (all strands): Budget lines, eligibility, FLC, application and monitoring processes
First HIT package published on INTERACT website
3 meetings with EC experts in simplified
cost options
Programmes meet in Barcelona (all strands) to jointly work on HIT
HIT Milestones
8
20
13
1st meeting with TN programmes + IVC to agree on a HIT TN package
1st meeting with CBC programmes to agree on CBC HIT package
Meetings with EC Auditors
2nd meeting with TN programmes + IVC to agree on a HIT TN package
3rd meeting with TN programmes + IVC to agree on a HIT TN package
HIT package presented at annual ETC conference
HIT package presented at Dutch annual event
HIT package presented to French programmes
HIT presented to Austrian programmes
HIT package presented to the Commission
HIT Milestones
9
20
14
4th meeting with TN programmes + IVC to agree on a HIT TN package
Regional meeting with AT programmes
2nd meeting with CBC programmes to agree on CBC HIT package
3rd meeting with CBC programmes to agree on CBC HIT package
1st NW zone regional HIT meeting
Follow-up meetings with programmes
HIT network meetings
2nd NW zone regional HIT meeting
20
15
5th meeting with TN programmes + IVC to agree on a HIT TN package
Stakeholder involvementHIT were consulted with all relevant parties!
ProgrammesTools developed jointly during meetingsUnanimous agreement by programmesTools consulted with controllers and auditors
BeneficiariesOpinions collected and taken into account
European CommissionConsultations with EC expertsInput provided to drafting of the Delegated Act on
eligibility of expenditure
Stakeholder involvement
10
11
Administrative and Eligibility Checklist
Quality Assessment Criteria
Strategic and Operational Assessment Criteria
Application Form Project / Partner Progress Report
Progress Report Monitoring ChecklistYES
Project selection
Project implementatio
n
A – Project SummaryB – Project PartnershipC – Project DescriptionD – Project BudgetE – Partner BudgetF – Annexes
PART A – Activity reportPART B – Finance report
Programme intervention logic
Analysis of current good practice
Legal package
Budget lines fact sheets
ETC specific indicators
Project Final Report
FLC Certificate
FLC Checklist
FLC Report
12
How are HIT tools build?
Tools represent the core common information on top of which programmes can add, when necessary.
Required
Desired
Nice-to-have
13
Harmonisation does not mean ’identical’! Reasonable harmonisation! Common foundation on which to build
programme-specific elements.
13
How much flexibility is in it for programmes?
Forms and checklists are models!
They specify:
• The scope of what is assessed and what is monitored as the minimum requirement
• The scope and wording of the Application Form and Progress Report (terminology)
14
How to use templates?
How to use templates?
They do not give details of:
• The technical implementation (online or Excel, automatic checks)
• The format (order of sections, format of data, separate fields for certain data)
• The procedures (who does what and when)
HIT & eMS
•Each ETC Programme has to run software on its own
•ETC might need additional functionalities (not provided by INTERACT)
•Needed steps:
• buy / rent server or online server services (incl. installation + administration costs)
• install software according to installation instructions
•Recommended: Find internal IT-skilled person (no need of programmers)
•Optional: Set aside budget for additional functionalities
What’s needed to use e-MS?
State of play of the e-MS project
17
18
Questions?
Project Selection
19
Administrative & Eligibility Checklist
≠ core element (different procedures & AF format)
Feel free to integrate these checks in your system how it fits you best! Some checks might be automatic.
No project content checks at this stage.
The column ‘description’ has indicative character.
What you consider a knock-out criterion is up to you!
You may combine administrative & eligibility criteria in one step.
Assessment criteria
STRATEGIC assessment criteria
• Project’s context (relevance and strategy)
• Cooperation character• Project’s contribution to
programmes’s objectives, expected results and outputs
• Partnership relevance
OPERATIONAL assessment criteria
• Management• Communication• Work plan• Budget
Guiding principles
Application Form
Part A – Project SummaryPart B – Project PartnersPart C – Project DescriptionPart D – Project BudgetPart E – Partner BudgetPart F - Annexes
Project Intervention
Logic
23
Programme - Project Intervention Logic
24
PROJECTPROGRAMME PRIORITY AXIS
Programme priority specific objective
Programme result indicator
Programme output
indicators
Project overall
objective
Project results
Project specific
objectives
Project main
outputs
Actions to be supported
How to make a link …
25
Programme output indicators
Project main outputs
Number of people trained on energy efficiency
250 people from the whole programme area trained on energy efficiency in primary and secondary schools
Number of enterprises cooperating with research institutions
• 3 medium-sized enterprises • 12 micro-sized enterprises (3 from
each participating country)
Length of newly built, reconstructed or upgraded transport infrastructure
8 km of newly built road connecting village D from YY and town U from XX
Project intervention logic
26
Overall objective Establish cooperation among enterprises and regional support structures in the cross-border area
Specific objective Ensure expert, development and advisory assistance for the region’s wood technology industry
Project result Established cooperation among wood technology enterprises and regional support structures in the cross-border area
Project main output 1 cross-border wood technology development centre 10 enterprises receiving non-financial support
INTERACT Point Turku INTERACT Point Valencia INTERACT Point Viborg
[email protected] [email protected] [email protected]
INTERACT Point Vienna INTERACT Programme [email protected] [email protected]
INTERACT is co-financed by the European Regional Development Fund (ERDF) | European Territorial Cooperation
Thank you for your attention
Please do not hesitate to contact us for any further information or visit www.interact-eu.net