The New ESF+ Programmes: Preparing for 2021-2027 and Learning Lessons from 2014-2020

Project number: 2030204

Wirtschaftskammer Österreich (WKO) , Vienna (AT)

Date & pricing

22/06/2020 - 23/06/2020
Register before: 02/06/2020

€ 1.100,00 per attendee

€ 990,00 for EIPA members*

The New ESF+ Programmes: Preparing for 2021-2027 and Learning Lessons from 2014-2020

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ESF will become ESF+ for the new programming period, 2021-2027. What will your new ESF+ programmes look like? Are you able to identify your priorities for your new programmes and do you know what lessons must be taken forward from current and previous programmes?

About this seminar

ESF will become ESF+ for the new programming period, 2021-2027. What will your new ESF+ programmes look like? Are you able to identify your priorities for your new programmes and do you know what lessons must be taken forward from current and previous programmes?

This 2-day EIPA seminar examines these questions and assesses progress of ongoing ESF programmes. We will compare the requirements of the current and new programming periods. We will focus on some recent cases of good practice, from Slovakia, Italy, UK and around the EU.

EIPA experts will build on three successful EIPA seminar-workshops recently delivered under contract to the Flanders Region, the Brussels Capital Region, and the Wallonie region – assisting them with the preparation of a new generation of ESF+ programmes.

How we work

The seminar will be led by highly experienced EIPA experts/consultants, Marco Lopriore and Robin Smail, who have been working with the ESF for more than 20 years. There will be keynote interventions from the European Commission and experts from Slovak authorities.

We aim to make the seminar as interactive as possible. Participants will have ample opportunity to exchange views informally on the seminar topics. Workshops will be used to help participants get to grips with practical tools and methodologies.

You are invited to send us your problems, issues and questions before the seminar, if you wish.  We will do our best to address the problems / answer the questions during the seminar!

What you will learn in this seminar

Key elements include:

  • Country Specific Recommendations, Country Reports, recommendations of the European Pillar of Social Rights, Social Scoreboard
  • strategy design and a method for selecting programme priorities
  • choices for programme-specific indicators for ESF and ESF+ and how to prepare the new Performance Frameworks
  • financial planning and flexibility for new programmes
  • simplifying financial control and audit – expanding the use of simplified cost options and protecting the audit trail

Who is the course for?

This seminar is aimed at:

  • managers and practitioners from ESF managing authorities (Managing, Certifying and Audit authorities), whether they are national or regional authorities
  • project applicants/sponsors and other stakeholders associated with the Social Fund either at programme or project level, including local authorities, education bodies, chambers of commerce, NGOs and community associations and so on.
Robin Smail

Robin Smail

Robin Smail Training & Consultancy
EU Structural Funds

Michael Grosse

Michael Grosse

EU Policy and Legislation

Zuzana Polackova

Zuzana Polackova

Slovak Academy of Sciences
Social inclusion, labour markets, ESF/ERDF

Practical information

Course venue
Wirtschaftskammer Österreich (WKÖ)
Wiedner Hauptstrasse 63
1040 Vienna

Programme Organiser
Ms Winny Curfs
Tel: + 31 43 3296320

The fee includes documentation, refreshments, two lunches, and a dinner. Accommodation and travel costs are at the expense of the participants or their administration.

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.

Lunches, the reception or dinner will be served at a restaurant in town. Special dietary requirements (e.g. vegetarian, diabetic) can be indicated once you receive the confirmation of the seminar.

Confirmation of registration will be forwarded to participants on receipt of the completed online registration form.

Prior payment is a condition for participation.

Cancellation policy
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.). 

The programme

08.45 Registration of participants
09.00 Welcome by Austrian Federal Economic Chamber of Commerce
Herbert Stemper, WIFI International, Deputy Manager
09.10 Opening of the seminar and meeting the participants: introduction to the objectives and methodology of the seminar
Marco Lopriore, Expert, EIPA, Maastricht, Netherlands
09.25 Building an Inclusive Europe: policy context and key themes for the European Social Fund

  • The draft new regulations: legal framework of CPR and ESF+
  • Link to the European Semester, National Reform Programmes and economic governance, Employment Guidelines, Thematic Policy Paper, European Pillar of Social Rights (EPSR)
  • Country-specific Recommendations and Country Reports (Annex D) and Social Scoreboard

Marco Lopriore

10.00 Using the Programme Cycle Management method to draft new programmes

  • PCM, programming method, OP strategy
  • OP structure and logic of intervention
  • Learning lessons, Situation analysis, determining priorities, Specific Objectives
  • Preparing the ground: instruments, horizontal themes and Enabling Conditions, Concentration rules

Robin Smail

10.30 Coffee break
11.00 Using the Programme Cycle Management method to draft new programmes

  • Performance measurement and indicators
  • categories of intervention
  • using the OP template

Robin Smail, EIPA Visiting Expert and Consultant (former national expert, EC)

11.30 WORKSHOP: determining programme priorities and financial allocations

  • Country Reports, CSRs
  • What does your situation analysis reveal?
  • What resources?

Robin Smail

12.15 Extending Simplified Cost Options in 2021-2027

  • The simplification agenda and ESF-results orientation
  • Three options: flat-rates, unit-costs, lump-sums
  • OMNIBUS changes, audit

Marco Lopriore

13.00 Lunch break
14.30 WORKSHOP: exercises with Simplified Cost Options

  • Using flat rates and lump-sums in ESF+
  • Calculating SSUC (standard scales of unit cost) and the 1720 rule in ESF
  • Expanding off-the-self methods in ESF+

Marco Lopriore

15.15 SCO implementation for ESF and ESF+ programmes

  • Current usage of SCOs
  • EU level SCO relevant for ESF+
  • Preparing your Annex D for SCO
  • Prospects for 2021-2027

Michael Grosse, European Commission (DG EMPL)

16.30 Coffee Break
16.45 WORKSHOP: What works well, what did not work well?

  • Addressing problems, achieving results
  • Management and delivery

Robin Smail

17.15 Programme Finance and Financial Management of Programmes in 2021-2027

  • Financial tables, commitments, pre-financing, automatic decommitment
  • Payment claims, technical assistance; Responsible bodies
  • Annual Accounts, calculating the annual balance
  • Financial Control & Audit changes

Robin Smail

18.00 End of first day
20.00 Dinner at Restaurant in town
09.15 Monitoring and reporting requirements

  • Changes for the new 2021-2027 period
  • Real time reporting – financial and physical indicators
  • The New Performance Framework and OP template
  • The new Reporting template

Robin Smail

09.45 WORKSHOP: indicators for the new Performance Framework

Robin Smail

10.30 Coffee break
11.00 Is ESF achieving results?

  • ESF data requirements on participants; eligibility issues
  • ESF data collection for outputs, results; common indicators, programme-specific indicators
  • Monitoring data and evidence of results in ESF; evaluation challenges

Marco Lopriore

11.30 Social Inclusion Case Study: Supporting the Roma communities in Slovakia

  • The extent of the challenge
  • Programme approach – bottom-up plans and initiatives
  • social inclusion measures; delivery issues
  • Measuring progress and success – results and evaluation
  • priorities in Slovakia
  • use of social innovation
  • Q&A

Zuzana Poláčková, PhD., Centre of Social and Psychological Sciences, Slovak Academy of Sciences, Bratislava, and former Head of ESF Managing Authority, Ministry of Labour, Bratislava (SK)

13.00 Lunch break
14.00 WORKSHOP: Evaluating programmes and operations – which projects are success stories? What do we need to do better?
Robin Smail
14.30 New evaluation requirements, measuring success

  • ESF evaluation cycle
  • The Evaluation Plan, preparing the ground for ESF evaluation
  • Evaluation criteria, measuring impact
  • Evaluation Case study

Robin Smail

15.10 Coffee break
15.25 New developments and key lessons for the European Social Fund

  • Changes to eligibility of expenditure
  • Reduction of gold-plating, flat-rates for employers costs and state aid
  • Engaging stakeholders, Partnership and use of ESF vouchers
  • Prospects for ESF in 2021-2027: carrying forward good practice
  • Case studies: skills needs, micro-credits, business transfer, synergies

Marco Lopriore

16.30 Evaluation feedback of seminar
16.35 Close of seminar