PHASING EXPERIENCE ERIKA SALTARELLI DEPARTMENT FOR DEVELOPMENT POLICY AND METHODOLOGY CO- ORDINATION BUDAPEST 16TH JUNE 2014

SPECIAL FOCUS ON PHASING WITHIN THE CLOSURE PROCESS AS OF 2ND QUARTER DEPARTMENT FOR PHASING WITHIN NDA AS OF JANUARY PHASING DEALT WITHIN PM’S OFFICE - DEPARTMENT FOR DEVELOPMENT POLICY AND METHODOLOGY CO- ORDINATION MAIN TASKS:  explain the concept of phasing  prepare legislative background  develop methodology / coordinated approach  identify potentially phased projects  help for the MA’s

METHODOLOGY – PROJECT STEPS IDENTIFICATION OF POTENTIALLY PHASED PROJECTS IN EACH SECTOR MAJOR PROJECTS TO BE PHASED ALREADY IN 2013 PROJECT-BY- PROJECT ANALYSIS (WITH JASPERS):  TECHNICAL AND FINANCIAL PHASES  TECHNICAL AND FINANCIAL IMPLEMENTATION  PROCUREMENTS PROPOSAL FOR PHASING

PROJECT PRESENTATION TO DG REGIO (MA, JASPERS, BENEFICIARY, CENTRAL COORDINATION) SUBMITTED MAJOR PROJECT APPLICATIONS FIRST APPROVED PHASED MAJOR PROJECT ATTOSECOND LIGHT PULSE SOURCE (ALPS) OF THE EXTREME LIGHT INFRASTRUCTURE (ELI) IN HUNGARY

METHODOLOGY – CONCEPTUAL STEPS 1) PUBLIC PROCUREMENT  ANALYSIS OF THE ACT ON PROCUREMENT  POSSIBLE SOLUTIONS 2) NATIONAL CLOSURE GUIDELINES - PHASING GUIDELINES  CONCEPT OF PHASING  LEGAL BACKGROUND  TASKS OF THE INSTITUTIONS  CONTENTS OF THE-proposal for the government -grant contract -MP application form  DEADLINES  BASIC PROCUREMENT GUIDANCE

3) OP SPECIFIC CLOSURE GUIDELINES  METHODOLOGY FOR ASSESMENT AND MONITORING FOR PHASING  FIRST ONE: TRANSPORT OP (under finalization)  INCLUDES OPINION OF DG REGIO

LEGAL TASKS  MODIFICATION OF THE ACT NO. CXCV. (2011) ON NATIONAL FINANCES: MULTIANNUAL FINANCIAL COMMITMENT BY GOVERNMENT DECISION ON PROJECTS  MODIFICATION OF THE 4/2011. (I. 28.) GOVERNMENT DECREE: DEFINITION OF PHASED PROJECT, GRANT CONTRACT  NDA WORKING GROUP FOR CLOSURE (INCLUDING PHASING), PREPARATION OF RULES OF PROCEDURE FOR PHASING (GUIDANCE)  CONSIDERATION OF PHASING WHEN PREPARING THE IMPLEMENTATION RULES FOR PERIOD  INCLUSION OF (POTENTIALLY) PHASED MAJOR PROJECTS IN THE NEW OPS

ASSESMENT & MONITORING STEP 1: TECHNICAL & FINANCIAL PHASES DEFINING HOW THE TECHNICAL CONTENT CAN BE PHASED (ITEM-BY-ITEM) AND WHAT ARE THE COSTS OF EACH ITEM/PHASE STEP 2: ASSESSMENT OF THE PROJECT IMPLEMENTATION BASED ON- THE TECHNICAL AND FINANCIAL PHASING - DOCUMENTATION - SITE VISITS STEP 3: PROCUREMENTS ASSESSMENT OF THE - PROCUREMENT PLAN - CALLS - WORKS CONTRACTS (TECHNICAL AND FINANCIAL TIMING) STEP 4: RISK ASSESMENT RISKS THEREATENING THE TIMELY PROJECT CLOSURE STEP5: MONITORING UPDATE OF THE PROJECT LIST

THANK YOU FOR YOUR ATTENTION