Harmonised Implementation Tools 1 st Meeting on HIT with Cross-Border Cooperation and Transnational Cooperation Programmes in the Mediterranean Area 17.

Harmonised Implementation Tools1st Meeting on HIT with Cross-Border Cooperation and Transnational Cooperation Programmes in the Mediterranean Area

17 September 2014 | Milan, Italy

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1. What is HIT?

2. Why harmonise?

3. Harmonisation process

4. How to use HIT tools?

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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

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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

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20

07

TN programmes meet; request for harmonisation of procedures and monitoring systems expressed

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08

20

09

20

10

20

11

20

12

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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

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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

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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

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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

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Harmonisation does not mean ’identical’! Reasonable harmonisation! Common foundation on which to build

programme-specific elements.

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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)

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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

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Questions?

Project Selection

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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

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Programme - Project Intervention Logic

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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 …

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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

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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