Claims and Audits for Projects Funded by the ERDF by Armaggedon

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									                                                      Claims and Audits
                                                      for Projects Funded
                                                      by the ERDF
                                                      A two-day workshop for people
                                                      involved in the financial management
                                                      of European Regional Development
                                                      Funded projects




Did You Know?                                         2 – 3 July 2007
                                                      Arnos Manor Hotel
  ERDF requires more extensive record-keeping and
  financial management than any other form of         Bristol
  project funding

  Receipt of grant payments is not a guarantee that   9 – 10 October 2007
  the claim is legitimate according to EU policies    Midland Hotel
  EU auditors not only require perfect financial      Derby
  records, but also investigate the quality and
  performance of projects
                                                      7 – 8 February 2008
  Six different bodies can potentially audit ERDF
  projects
                                                      Hollins Hall Hotel & Country Club
                                                      Baildon (between Leeds and Bradford)
  Commission audits are extremely rigorous

  ERDF projects remain open to audit (and grant
  repayment) until at least 2013

  The applicant organisation carries 100% of the
  legal and financial responsibility for the whole
  project partnership

This course aims to help you to manage the
financial claims, reporting and record-keeping
required for European Regional Development            Organised by:
Fund projects.                                        The European Briefing Unit,
                                                      University of Bradford
Claims and Audits for Projects Funded by the ERDF
2 – 3 July 2007, Arnos Manor Hotel, Bristol
9 – 10 October 2007, Midland Hotel, Derby
7 – 8 February 2008, Hollins Hall Hotel & Country Club, Baildon

This two-day workshop, organised by the         Terms and Conditions
European Briefing Unit, University of
                                                RESIDENTIAL FEE
Bradford, has been developed to help
                                                £525 early booking fee/£595 full fee
people who are involved in managing ERDF
                                                All events include lunch and light
projects. The course will take participants
                                                refreshments during the course, delegate
through the financial management of ERDF-
                                                pack, one night’s single en-suite
funded projects, from eligible costs and
                                                accommodation and dinner on 2 July 2007
setting up and keeping records, to making
                                                (Bristol) or 9 October 2007 (Derby) or 7
claims and surviving an audit visit from a
                                                February 2008 (Baildon)
Government Office or the European
Commission.
                                                NON-RESIDENTIAL FEE
                                                £425 early booking fee/£495 full fee
WHO SHOULD ATTEND?
                                                Fee includes lunch and light refreshments
 Managers of ERDF projects
                                                during the course and delegate pack. It
 Staff involved in the financial management
                                                does not include the course dinner, but this
 of projects
                                                may be requested as a separate item on the
 Anyone involved in making claims
                                                booking form.
 Internal auditors
 New European or External Funding
                                                EARLY BOOKING FEE
 Officers from the public and voluntary
                                                Book before 8 June 2007 (Bristol) or 31
 sectors
                                                August 2007 (Derby) or 14 December 2007
                                                (Baildon) to benefit from the early booking
The course will also be of interest to people
                                                fee of £525 residential or £425 non-
who are planning to apply for funding from
                                                residential. All bookings received after these
the ERDF and would like to know what this
                                                dates will be charged at the full fee of £595
involves.
                                                residential or £495 non-residential.

PARTICIPANTS WILL LEARN:
                                                EARLY ARRIVALS
  How to set up systems for record
                                                Accommodation is also available the night
  collection suitable for their own projects
                                                before each course. If you are interested in
  Eligible and ineligible costs in ERDF
                                                taking up this option please indicate on the
  Apportionment of costs
                                                booking form.
  How to calculate overheads
  How to survive the audit
  How to deal with match funding
BOOKING                                         CANCELLATION CONDITIONS
To reserve a place, please complete the tear-   A full refund will be given where a
off booking form and return it to the Short     cancellation is received 14 days or more
Course Unit, University of Bradford,            prior to the event.
Bradford, West Yorkshire, BD7 1DP before:
                                                Cancellations must be made in writing to
  Bristol: 22 June 2007                         the Short Course Unit (faxes and e-mail
  (early booking 8 June 2007)                   accepted).
  Derby: 28 September 2007
                                                No refund will be given on cancellations
  (early booking 31 August 2007)
                                                less than 14 days before the start of the
  Baildon: 28 January 2008                      event or for non-attendance on the day.
  (early booking 14 December 2007)
                                                Please also note that registrations are not
Queries about booking arrangements              transferable between courses.
should be directed to the Short Course Unit
tel: +44 (0)1274 233216/7                       CERTIFICATES
fax: +44 (0)1274 233218                         University of Bradford Continuing Education
e-mail: scu@bradford.ac.uk                      certificates of attendance will be awarded
                                                to participants completing the course.
Substitutions may be made at any time by
informing the Short Course Unit.                This leaflet will be made available in large
                                                print, braille or audio if requested. Please
                                                contact the Short Course Unit for details.
Course Programme – Day One
11.00 Registration and Coffee
11.15   Welcome and introduction
        Purpose of the course and context reviewed
        Introduction to the European Regional Development Fund
           Basic principles for ERDF projects
           Programme delivery arrangements
           EU regulations affecting delivery
           State aids, SMEs and programme exclusions
           Public procurement and organisation management systems
12.45 Lunch
13.45 Common problems with ERDF financial management
      Group discussion
14.15 ERDF reporting and claiming
        ERDF claim cycle
        Conditions in the Approval Letter
        Reporting on progress and performance
        Identifying key data and source documentation
        Problem-solving in groups
15.15 Break
15.30 Eligible costs reviewed
         EC rules on eligible costs
         Government Office (WEFO/Scottish Executive) guidance
         Financial profiling
        Eligible and ineligible costs
        Problem-solving in groups
17.15   Review of day one
        Close
Course Programme – Day Two
09.00 Debriefing from day one
       Extracting claim expenditure
         Direct project costs
         Shared costs and apportionment
         Managing matching funding
         Working with mixed funding streams
10.30 Break
10.45 Sharing costs - staff salaries and depreciation
      Problem-solving in groups
       Overhead apportionment
         Principles of calculation
         Working with organisation accounting systems
       Developing an overhead apportionment rate
       Problem-solving in groups
12.30 Lunch
13.30 Monitoring and auditing ERDF projects
       Key purpose and timing of project monitoring
       Who audits?
       Key areas of audit reviewed
       Implications for project applicants
       Developing a system for claim management
       Problem-solving in groups
15.15 Plenary
         Any questions?
         Review of the programme
15.30 Close

       The organisers reserve the right to alter the programme if necessary.
COURSE VENUES
arnos manor hotel, bristol
Arnos Manor Hotel was built in the 18th Century. The hotel has recently undergone a £2.5
million refurbishment but still retains many of its original features. Arnos Manor is located
just two miles from Bristol Temple Meads Railway Station and Bristol International Airport
is ten miles away. The hotel is situated some ten-fifteen minutes from the M4 corridor and
has approximately two-hundred free car parking spaces.

midland hotel, derby
The Midland Hotel is an early Victorian railway hotel situated opposite Derby railway
station. It is a Grade II listed building which was visited several times by Queen Victoria in
the 1840s and still retains all the splendour of years gone by. The hotel is set within a
conservation area in a garden, yet is close to the city centre. The Midland Hotel is easily
accessed from all main routes and has parking for ninety cars.

marriott hollins hall hotel & country club
Hollins Hall is set in over two-hundred acres of parkland with beautiful views over the Aire
Valley. Easily accessed from all main routes and with free, on-site parking. Leeds Bradford
International Airport is only ten minutes drive away and Leeds and Bradford mainline
railway stations are within reach by rail or road. For delegates, complimentary leisure
facilities; including an indoor swimming pool and two gyms are available. For a nominal fee
there is also an eighteen-hole championship golf course. For Emmerdale Farm fans, less
than one-mile away, is the village of Esholt where filming of the soap originally took place.
You can visit the Woolpack pub, the post office and the cottages.

COURSE LEADER
anne eastwood
Anne has considerable experience in managing externally funded projects from both
domestic and European origins. Over the last ten years she has worked within the FE, HE
and TEC sectors; the latter incorporating a three-year secondment to the European
Secretariat of Government Office Yorkshire and Humber Region. Currently Anne is working
freelance through a variety of contracts which include undertaking systems and procedures
reviews and training of monitoring and auditing staff.
Booking form – Claims and Audits for Projects Funded by the ERDF
Surname .................................................................................................. Forename................................................................................................

(Mrs/Miss/Ms/Mr/Dr/other........................................)

Position .................................................................................................... Organisation ..........................................................................................

Address..........................................................................................................................................................................................................................

 ........................................................................................................................................................................................................................................

 ........................................................................................................................................................................................................................................

Tel .............................................................................................................. Fax ..........................................................................................................

E-mail ............................................................................................................................................................................................................................

Payment
I enclose a cheque for £...................................................... to cover the total cost made payable to the University of Bradford

I would like to be invoiced for £............................. at the above address (order no .............................................................................)

Please reserve a place on the course as follows:
(please provide names of additional applicants on a separate sheet or photocopied form)
Arnos Manor Hotel, Bristol (2-3 July 2007)
Residential fee @ £595                                                                                                                           ......... place(s)
Booking received before 8 June 2007 @ £525                                                                                                       ......... place(s)
Accommodation night before course: 1 July 2007 @ £90                                                                                             ......... place(s)
Non-residential fee @ £495                                                                                                                       ......... place(s)
Booking received before 8 June 2007 @ £425                                                                                                       ......... place(s)
Course dinner (Non-residential delegates) on 2 July 2007 @ £25                                                                                   ......... place(s)
Midland Hotel, Derby (9-10 October 2007)
Residential fee @ £595                                                                                                                           ......... place(s)
Booking received before 31 August 2007 @ £525                                                                                                    ......... place(s)
Accommodation night before course: 8 October 2007 @ £90                                                                                          ......... place(s)
Non-residential fee @ £495                                                                                                                       ......... place(s)
Booking received before 31 August 2007 @ £425                                                                                                    ......... place(s)
Course dinner (Non-residential delegates) on 9 October 2007 @ £25                                                                                ......... place(s)
Hollins Hall Hotel & Country Club, Baildon (7-8 February 2008)
Residential fee @ £595                                                                                                                           ......... place(s)
Booking received before 8 June 2007 @ £525                                                                                                       ......... place(s)
Accommodation night before course: 6 February 2008 @ £90                                                                                         ......... place(s)
Non-residential fee @ £495                                                                                                                       ......... place(s)
Booking received before 14 December 2007 @ £425                                                                                                  ......... place(s)
Course dinner (Non-residential delegates) on 7 February 2008 @ £25                                                                               ......... place(s)

Please inform us of any requirements regarding diet, disability etc:

 ........................................................................................................................................................................................................................................

Signed.......................................................................................................... Date ......................................................................................................
I hereby agree to the Terms and Conditions of booking as described above
Please return completed form to Short Course Unit, University of Bradford, Bradford, West Yorkshire BD7 1DP,
fax: 01274 233218.
The European Briefing Unit
One of the largest providers of EU training to the UK public sector, the University of Bradford’s European
Briefing Unit organises and delivers short courses and conferences on many aspects of EU funding and
policies including project management, making claims to ESF/ERDF, auditing European Structural Fund
projects, as well as beginner level bid-writing courses. Clients include staff from UK local authorities,
Learning and Skills Councils, Regional Government Offices, Regional Development Agencies, Business Links
and Universities.

The Unit also delivers bespoke training seminars and other external contracts in the same fields. Courses
are tailored to the needs of individual organisations. Outside Britain the Unit has delivered seminars in
Gibraltar, Iceland, Slovenia and Sweden. To keep organisations up to date with new opportunities, the Unit
publishes a weekly subscription and information service ALERT providing news and policy updates on
education, training and funding issues in Western Europe.

OTHER EVENTS ORGANISED BY THE EUROPEAN BRIEFING UNIT INCLUDE:
  Overview of EU-Funding Opportunities for Beginners
  Your Guide through the European Information Maze
  Developing Bids and Tenders for Business and Community Development Projects (ERDF)
  Developing Bids and Tenders for Training and Community Learning Projects (ESF)
  Making Bids to EU-Transnational and Sectoral Funds
  Appraisal & Selection of Projects
  Monitoring & Auditing for Programme & Project Managers
  A Beginners Guide to Project Management of EU-Funded Projects
  Project Management of EU-Funded Projects: Advanced Planning Skills
  Claims and Audits for Projects Funded by the ERDF
  The Finances of Projects Funded by the ESF: Managing Budgets, Claims & Audits
  Record Keeping in EU-Funded Projects
  Evaluation Methods for EU-Funded Projects
  Introduction to Evaluation for EU-Funded Projects
  Public Procurement in EU-Funded Projects
  State Aids
  Study Visit to the EU Institutions in Brussels

The EBU is also launching a series of one-day courses on the new large transnational framework programmes
focused on specific areas of interest:
   Education, Lifelong Learning and Youth
   Environment and Energy
   IT (Information Technology)
   Business Support
   Social Action, Justice & Home Affairs and Governance
   Research

For further details about any of the above services, please contact the European Briefing Unit at the
University of Bradford, Bradford, West Yorkshire, BD7 1DP

Tel: + 44 (0) 1274 235821/233822
Fax: + 44 (0) 1274 235820
E-mail: ebu@bradford.ac.uk
Website: www.brad.ac.uk/acad/ebu/

								
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