About this course
This course is a follow-up to the ‘CBA Why and How’ course and it explains in a very detailed and practical way how to successfully perform each element of a CBA. This includes the financial, economic, sensitivity and risk analysis of projects eligible under EU Funds in different sectors. It lays special emphasis on typical benefits and the techniques used most frequently to evaluate them in the programming period of 2014-2020. It will also include the foreseen changes for the 2021 – 2027 perspective
During the course you will take part in workshops that will allow you to practice how to review the quality of CBAs and how to report their results. You will also learn how to adjust the project to improve the quality of the CBA and make it desirable for the EU co-financing.
Who will benefit most?
- Participants of previous CBA courses wishing to broaden and improve their practical knowledge on CBA
- Beneficiaries eligible for Structural Funds, Cohesion Fund and IPA II (national, regional and local administrations, NGOs, agencies, SMEs, associations, and others)
- Managing authorities, certifying authorities, intermediate bodies, auditors, consulting companies
- Other actors involved in EU funding programmes and projects
When you register for the two consecutive courses on CBA Why and How and CBA Advanced, you receive a discount of €200.
What you will learn in this course
You will improve your practical knowledge on how to perform financial, economic, sensitivity and risk analysis of projects. You will also learn how to efficiently review the quality of CBAs in different sectors and how to report their results. To exercise the knowledge you gain, you will work in a small workgroup on a case study of your interest, with direct involvement of CBA experts from EU Commission and JASPERS.
What will you be able to do with what you learn?
You will have gained all the knowledge you need in order to review the quality of CBAs and how to report their results. You will also know how to adjust the project in order to improve the quality of the CBA and make it desirable for EU co-financing, in the current programming period and what will change in the 2021 – 2027 perspective.
We also offer a General Introduction to CBA: CBA Why and How on 25-27 March 2019.
Gran Hotel Havana
Gran Via de les Corts Catalanes, 647
ES – 08010 Barcelona
Tel. +34 933 417 000
Tel.: + 34/ 93 2451206
The fee includes documentation, two lunches, one dinner and refreshments. After the event, a certificate of participation will be handed out and participants will be given access to the digital version of the event documents. Accommodation and travel costs are at the expense of the participants or their administration.
When you register for the two consecutive courses on “CBA Why and How” and “CBA Advanced”, you receive a discount of €200. EIPA offers a 10% 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.
Lunch(es) will be served at the hotel restaurant and dinner will be held at a restaurant in town. Special dietary requirements (e.g. vegetarian, diabetic) can be indicated once you receive the confirmation of the seminar.
EIPA is pleased to make reservations for you at the same hotel where the seminar will take place, and where special rates apply for EIPA participants. Should you wish to make use of this possibility, kindly contact the organiser of this seminar firstname.lastname@example.org. Payment is to be made directly and personally to the hotel upon checking out. Please note that if you register after the deadline, hotel reservations cannot be guaranteed.
The EIPA special rate at the Gran Hotel Havana is:
134€ Single room
148€ Double room
(breakfast and VAT included. + Tourist tax 1.21€ pppn.)
Confirmation of registration will be forwarded to participants on receipt of the completed online registration form.
Prior payment is a condition for participation.
For administrative reasons you will be charged €150 for cancellations received within 15 days before the activity begins. There is no charge for qualified substitute participants.
EIPA reserves the right to cancel the activity up to 2 weeks before the starting date. In that case, registration fees received will be fully reimbursed. EIPA accepts no responsibility for any costs incurred (travel, accommodation, etc.).
|08.45||Registration and handing out of seminar material|
|09.00||Opening of the seminar: introduction to the programme, objectives and methodology
Iwona Karwot, Senior Lecturer and Project Leader, EIPA Barcelona
|09.15||Tour de table: presentation of participants to endorse networking|
|Part I – Financial, economic, sensitivity and risk analysis of EU co-financed projects 2014 – 2020 and its future|
|09.30||How to prepare an effective financial analysis for EU co-financed projects? What will happen in the 2021 – 2027 programming period?
Detailed description of preparation process for financial analysis, project identification, choice of the counterfactual scenario, technical feasibility and option analysis, total investment cost, time horizon and residual value, operating costs and revenues, treatment of inflation, financial sustainability and performance indicators.
Massimo Merighi, Senior Technical Adviser, European Investment Bank
|11:30||Economic, sensitivity and risk analysis of EU co-financed projects and its future
From market to shadow prices, non-market effects, economic rate of return, tables for the economic analysis, fiscal effects, social discount rate, shadow wage, monetisation of environmental externalities. Forecasting uncertainties of the project, sensitivity test, scenario analysis and risk probability analysis.
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
|13:45||Joint lunch in the restaurant|
|15:15||Specific issues related to preparation and use of CBA in 2014 – 2020 and foreseen changes in the 2021 – 2027 programming period and its consequences: modelling of demand, interaction with state aid rules, implications for programme closure and other issues raised by participants
Krzysztof Kasprzyk, Policy Officer, Unit B3 – Financial Instruments and International Financial Institutions Relations, DG Regional and Urban Policy, European Commission
|17:45||Division of participants into small parallel working groups and distribution of case studies from different sectors: railway, motorway, solid waste, waste water, urban regeneration and productive investment.|
|18.00||End of the first day|
|09.15||Introduction to the second day of the seminar and to the workshops
|Part II – Practical workshop: review of the quality of the CBAs and reporting of its results.|
Each working group will review a different case study/ project from different sectors in order to find key features of the project, deficiencies and pitfalls, solutions for how to adjust the project to improve the quality of the CBA and make it desirable for the EU co-financing.
Davide Sartori, Massimo Merighi and Krzysztof Kasprzyk
|11.45||Practical workshop– continuation|
|14.00||Joint lunch in the restaurant|
|15.30||Presentation of workshop results by each group, followed by discussion with experts and questions from other groups|
|17.30||Final panel of experts: evaluation of workshop results, including debates on problems faced by the participants during the exercises and possible solutions
Iwona Karwot, Davide Sartori, Massimo Merighi and Krzysztof Kasprzyk
|18.00||Closure of seminar and issuing of EIPA certificates to participants