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picture1_Business Ppt Templates 73506 | 4 Presentation Technical Assistance Platform Fi


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Business Ppt Templates 73506 | 4 Presentation Technical Assistance Platform Fi

icon picture PPTX Filetype Power Point PPTX | Posted on 01 Sep 2022 | 3 years ago
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     Main TA needs for designing, setting-up & implementing FIs in cohesion policy
                                      TA and advisory needs at various stages of FI implementation              Forms of delivering assistance
                                                            Design of FIs
                                • advice on conducting ex-ante assessments,                                                              P
                                                                                                                                         r
                                • assessing market demand, policy fit, sector-specific investment strategies and                         o
                                  products,                                                                                              g
                                                                                                                                         r
                                • development of implementation structures,                                                              a
                                • identification of potential co-financing sources,                                                      m
                                • State aid and procurement considerations,                                                              m
                                • features and economic viability of target final recipients, etc.                                       e
                                                                                                                               M         -
                                                                                                                       H                  
                                                                                                                               u         a
                                                            Set-up of FIs                                              o       l         n
                                                                                                                       r       ti        d
                                                                                                                       i                  
                                                                                                                       z       -         i
                                • advice on procurement and selection of bodies implementing FIs,                      o       r         n
    Implementation  • development of business plans of FIs for thematic objectives,                                    n       e         s
                                                                                                                       t       g         t
                                • Drafting and conclusion of funding agreements, etc.                                  a       i         r
        cycle of FIs                                                                                                   l       o         u
                                                                                                                               n         m
                                                                                                                       A        
                                                     Implementation of FIs                                             s       A         e
                                                                                                                       s       s         n
                                                                                                                       i       s         t
                                                                                                                       s       i         -
                                • guidance on the investment process (identification, evaluation and selection of      t       s         s
                                                                                                                       a       t         p
                                  final recipients or projects),                                                       n       a         e
                                • financing agreements with final recipients,                                          c       n         c
                                                                                                                       e       c         i
                                • financial management (treasury, disbursement, repayment, follow-on                           e         f
                                  investments),                                                                                          c
                                                                                                                                          
                                • cost and fee structures,                                                                               a
                                                                                                                                         s
                                • detection and settlement of irregularities,                                                            s
                                                                                                                                         i
                                • monitoring, auditing, reporting, etc.                                                                  s
                                                                                                                                         t
                                                                                                                                         a
                                                                                                                                         c
                                                    Exit / Winding-up of FIs                                                             n
                                • advice on exit strategies,                                                                             e
                                • legacy requirements, 
                                • situations of default , etc.
     Two forms of assistance delivery under the TAP
                                        European Commission                                                               MS-level support 
                                                                                                                       [outside the scope of 
              Initiated by EC      Paid by EC                                        Paid by EC                            the TA platform]
            Horizontal assistance:                              Multi-region assistance:                         Programme-specifc assistance:
                                                          •  initiated by CP stakeholders for the 
    •  applicable to all MS and types of                                                                         •  services and guidance regarding the 
       financial instruments                                 benefit of more than X managing                        design, set-up and implementation of a 
    •  initiated and financed by the EC (top-                authorities in a minimum number of Y                   specific FI within specific programme
       down)                                                 MS (bottom up); paid by the EC                      •  requested by managing authorities and 
                                                          •  on the basis of several open calls for 
    •  activities would typically include the                                                                       financed by the MA from the TA budget 
       exchange of best practice and the                     project proposals to be organised by EC                of the programme involved.
                                                          •  activities would typically include support 
       networking across MS, as well as                                                                          •  activities would typically include the 
       trainings or guidance on common                       for the development of FIs targeting                   formulation of sector and territory-
       themes such as ex-ante assessments,                   development objectives or market                       specific investment strategies, the 
       public procurement, regulatory aspects                failure that are shared by a number of                 design of specific loan, equity or 
       concerning cohesion policy, possibly                  regions (e.g. EE interventions in housing              guarantee products or the development 
       State aid, etc.                                       in CEE or cross-border initiatives                     of procurement procedures.
                                                             (Baltics)).
                  Appropriate advisory service providers (IFIs, NFIs, other)                                               Any service provider
                                           TA                     Initiated by MA/IFIs/NFIs       TA                     Requested 
                                                                   under the TAP                                         by MA              Paid by MA
           Member States, managing authorities and other ESIF stakeholders                                             MS/MA, ESIF stakeholders                TA
     Proposal:  EC management of TAP horizontal and multi-region assistance
                                                                                                                                                            S
                                                                                                                                                            T
                                                                                                                                                            R
                                                                                                                                                            A
                                                                                       SUPERVISORY BOARD                                                    T
                                                                                                                                                            E
                                                                                                                                                            G
                                                                                                                                                            Y
                                                                                                                                                         E  E
                                                                                                                                                            X
                                                            EUROPEAN COMMISSION                                                                             E
                                                                                                                                                           C
                                                                                                                                                            U
                                                                                                                                                            T
                                                                                                                                                            I
                    EC internal contract management                                                                                                         V
                      Horizontal Assistance                                                                                                                                                         Multi-region Assistance 
                                                                         (REGIO DGA1.B.3)
                                                                                                                1. Call for project 
                        Direct award of                                                                                                                     A
                                                          ADVISORY BOARD                                        proposal (identifying also                  D
                        one single multi-                                                                       service providers)                          V
                                                                                                                                                            I
                                                                                                                                                            S
                         annual service                  (EC; IFIs; independent experts)                        2. Agreement with                           O
                           contract                                                                                                                         R
                                                        Advice on horizontal & multi-region assistance          advisory service                            Y
                                                                                                                provider for selected 
                                                                                                                projects 
                         Co-ordination                                                     Individual         agreements
                            group 
                           (EC/EIB)
                                                                              Agreement              Agreement              Agreement
                                                                                                                                                            I
                                                                                                                                                            M
                                                                       Advisory               Advisory               Advisory                               P
                                                                                                                                                            L
                                                                                                                                                            E
                                                                         Service               Service                Service                               M
                        EIB Group                                                                                                                           E
                                                                                                                                                            N
                                                                       Provider 1            Provider 2             Provider …                              T
                                                                                                                                                            A
                                                                                                                                                            T
                                                                      (IFI, NFI, other)     (IFI, NFI, other)      (IFI, NFI, other)                        I
                                                                                                                                                            O
                                                                                                                                                            N
               Horizontal Assistance                                               Multi-region Assistance                                  Project 
                                                                                                                                            Proposals
                                      Member States, managing authorities and other ESIF stakeholders
   First messages from the public survey (1)
      Three  questions  with  sub-sections  for  which  the  number  of 
       responses ranges from 53 to 60
      1.  Thematic  Objectives  which  are  of  interest  for  financial 
       instruments:
         The strongest interest for "3. Enhancing competitiveness of SMEs" with 58% 
         followed  by  "1.  Strengthening  research,  technological  development  and 
         innovation" with 45% and "Supporting the shift to low-carbon economy in all 
         sectors" with 45%. 
         The three areas with lowest interest are: "9. Promoting social inclusion and 
         combating poverty" with 12%, "10. Investing in education, skills and lifelong 
         learning" with 12% and "11. Enhancing institutional capacity and an efficient 
         public administration" with 7%. 
      2. From whom the respondents received certain TA services in 
       2007-2013:
         Design phase: the Commission/EIB Group Joint Initiatives played the most 
         important role in delivering  guidance  on market  assessments (29%) and 
         together with Holding Funds on governance structures (21%). 
         Set-up and Implementation phases: Holding Funds at the pole position for all 
         but "monitoring and auditing of FIs" where the Managing Authority is first 
         (33%).  In  those  phases,  the  role  of  the  Commission/EIB  Group  Joint 
         Initiatives is the highest for "assisting/managing the procurement process to 
         select  FI  manager  (19%)  and  the  lowest  in  "apprising  business 
         plans/investment strategies" (9%) and "Negotiating agreements with project 
         promoters" (7%). 
         Exit/winding  up  phase:  advice  on  "exit  strategies"  and  "legacy  5
         requirements" was received by most respondents from the MA (26%, 28% 
         respectively) and "on how handle defaults and delayed payments" from the 
         Holding Fund (26%).
     First messages from the public survey (2)
         3. How respondents think TA can be best provided by the TAP:
            For  all  tasks  in  all  phases  there  is  a  clear  preference  for  the  Horizontal 
             Assistance (HA). 
            The shares of respondents preferring this option are more or less double as 
             high as those for Multi-regional Assistance (MRA). 
            The smallest differences for the four phases can be found for "Guidance on 
             specific issues related to the Thematic objectives" (41% HA vs. 36% MRA), 
             "Guidance for  the  selection  of  Fund  Managers"  (50%  HA  vs.  33%  MRA), 
             "Guidance on business plan and application support for project types" (51% 
             HA vs. 28% MRA) and "Advice on exit strategies" (68% TA vs. 25% MRA).
         Next steps:
            Full analysis of the survey results should be available soon
            Discussion with the Member States experts today
            Discussion with stakeholders on 20 June
            Development of a catalogue of specific activities based on the results of the 
             public survey by October (EIB study)
            Conclusion of the necessary contractual arrangements for the Horizontal 
             Assistance before end-2013: Horizontal Assistance to be operational as of 1 
             January 2014
            Call for proposals for the Multi-regional Assistance to be launched by end-
             2013
                                                                        6
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...Main ta needs for designing setting up implementing fis in cohesion policy and advisory at various stages of fi implementation forms delivering assistance design advice on conducting ex ante assessments p r assessing market demand fit sector specific investment strategies o products g development structures a identification potential co financing sources m state aid procurement considerations features economic viability target final recipients etc e h u set l n ti d i z selection bodies business plans thematic objectives s t drafting conclusion funding agreements cycle guidance the process evaluation or projects with c financial management treasury disbursement repayment follow f investments cost fee detection settlement irregularities monitoring auditing reporting exit winding legacy requirements situations default two delivery under tap european commission ms level support horizontal multi region programme specifc initiated by cp stakeholders applicable to all types services regardin...

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