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From SFC2007 to SFC2014 Luis Velasco

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Presentation on theme: "From SFC2007 to SFC2014 Luis Velasco"— Presentation transcript:

1 From SFC2007 to SFC2014 Luis Velasco
DG Employment, Social Affairs and Inclusion

2 Agenda Introduction What remains from SFC2007 What changes in SFC2014
Next Steps

3 SFC2007 SFC2007 is the official channel for data transmission, giving legal value to electronically signed and submitted data and documents – to and from both Member States and the Commission 6 years of operation, 10 funds, >6000 users in the EU institutions, 27 Member States and 3 accession countries

4 European Regional Development Fund
(ERDF) European Social Fund (ESF) European Agricultural Fund for Rural Development (EAFRD) European Fisheries Fund (EMFF) SFC European Cohesion Fund (CF) Instrument for Pre-Accession Assistance (IPA) DG Home Funds (Asylum and Migration) SFC2007 is the one stop shop for Shared Management for the period and SFC2014 will be its successor for the new period

5 SFC2014 Is the replacement of SFC2007 for the new programming period
New regulation Modified processes Efficiency and user-friendliness Information quality Technological advances

6 Legal Basis for SFC2014 COM(2012) 496 final /0276 (COD): Proposal for a "REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL" laying down common provisions on the European Regional Development Fund, the European Social Fund, the Cohesion Fund, the European Agricultural Fund for Rural Development and the European Maritime and Fisheries Fund covered by the Common Strategic Framework and laying down general provisions on the European Regional Development Fund, the European Social Fund and the Cohesion Fund and repealing Regulation (EC) No 1083/2006. (RPC) COM(2011) 752 final /0367 (COD). Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL laying down general provisions on the Asylum and Migration Fund and on the instrument for financial support for police cooperation, preventing and combating crime, and crisis management. (AMF) COM(2011) 750 final /0365 (COD). Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL establishing, as part of the Internal Security Fund, the instrument for financial support for external borders and visa. (ISF) COM(2011) 627 final/ /0282 (COD). Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on support for rural development by the European Agricultural Fund for Rural Development (EAFRD). (RD) COM(2011) 804 final – 2011/0380 (COD). Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on the European Maritime and Fisheries Fund. (EMFF) /* COM/2011/0614 final /0275 (COD) */ Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on specific provisions concerning the European Regional Development Fund and the Investment for growth and jobs goal and repealing Regulation (EC) No 1080/2006

7 Regulations and implementing acts still in discussion So…
IT Requirements are yet subject to some changes

8 What SFC2014 aims to bring to MS
Focus on content: the new system will reduce the discussions on procedures and will focus more on content. Improved reporting Content accessibility: the new system will improve the data management by increasing the amount of structured data compared to unstructured office automation documents (i.e. Word, PDF, etc.). Benefits are foreseen in the content delivery, in the data management, in the monitoring and reporting activities, in the access to specific information. User specific views: the new systems will allow checks, searches, validations and aggregation of information provided by applicants depending on the needs of the user. A dashboard will at any time reflect the status of the processes and the tasks requested from the user. Simplified data manipulation: the system will reduce the overall workload of business representatives in the EC and in the MS.

9 What SFC2014 aims to bring to the European Commission
Single implementation of the rules on Programme management for all participating actors More automation: automatic controls of information automatic calculations automatic decisions based on content (No need of a Commission Decision for non essential fields in the OP – those not part of Commission Decision) Less administrative burden: no more physical document shipping resulting in reduced shipping times on-line status tracking resulting in more transparency faster pay-out thanks to electronic payment claims Streamlined workflows for administrations with less paperwork Generation of annual reports, official documents, decisions in one-click Improved reporting from day 1 Improved interoperability with other systems in the Commission (ABAC, e-GREFFE, WFS, EFFONT, RDIS II, Ares …)

10 Agenda Introduction What remains from SFC2007 What changes in SFC2014
Next Steps

11 The Business Model is basically the same with some modifications
Partnership Agreement Progress Report on implementation of PA Strategic Report on implementation Interim Payment Application Annual Accounts and Clearance Interim Payment Acceptance Final Payment Application Final Payment Acceptance Proposal Preparation Proposal Decision Management Proposal Modification Annual/Final Implementation Reporting Report Acceptance Management MS Audit Reporting Mission Follow-up Financial Corrections MS Audit Report Ex-Ante Evaluation MS Ex-Post Evaluation EC Strategic Planning 1 Programming 2 Monitoring 3 Execution 4 Audit 6 Closure 7 Evaluation 5 Reporting Financial Management Support Processes 9 8

12 Architecture remains similar
Member States European Commission Front Office SFC2014 EC Workflow system EC Document Registry Financial System Web Services Local/ Regional/ National Portals Central System MS Web Services Web Interface User SFC2014 allows a streamlined communication of information between National authorities and EC systems via (i) Web service interface (ii) Web services

13 Architecture is very similar (Cont.)

14 User Roles do not change

15 Use of WebServices in SFC2007
Only 9 of the 27 Member States have implemented some of our web services (CY,CZ,DE,ES,GR,IT,NL,PT, SK) Only Payment Request service is implemented by all 9

16 Use of WebServices in SFC2007 (Statistics)

17 Use of WebServices (Objectives SFC2014)
Increase of web service clients. More Member States should try to implement our services and link their local systems with SFC2014 Increase in the number of services implemented. Member States should at least try to implement services of recurrent procedures like Payment Forecasts, Payment Requests, Annual Recovery Statements, Annual Implementation Reports …

18 And many other things will remain with slight improvements
Notifications Self-Registration to events Improved USM for National Liaisons Officers Automatic Document Registration Reporting Wrapper Scheduler The same development team

19 Lessons learned from SFC2007
Advantages Single shared repository Transparency Better overview Faster processing Webservices improved greatly efficiency Weaknesses and shortcomings Still some duplication of data in different systems in the EC and MMSS Limited reporting and analysis possibilities Minor modifications are cumbersome Searching could be improved Need of improved guidance

20 Agenda Introduction What remains from SFC2007 What changes in SFC2014
Next Steps

21 SFC2014 Build on SFC2007 experiences and overcome the weaknesses of SFC2007 Streamline the workflow Enhance the data quality Seek long term efficiency gains Improve performance Improve Time to market Improve user experience (in particular search and access to information) Improve usefulness of the system (Reporting)

22 All information to be included in a Decision should be provided in structured form

23 Principles for the form based approach
Everything is structured Data fields and tables Lists Check boxes + yes/no Text fields Documents are optional and for information Complete reference documents are produced by the system based on the data Changes compared to previous versions are identified automatically

24 Principles for the form based approach
Additional validation of data entered will be included in the application and this will allow to improve data quality. A balance between flexibility and data quality rules should be struck Free Rich text fields exist and will allow copy paste but with some limitations: Limitation on size. Let´s use copy paste but only to provide relevant information Text will be reformated to ensure "uniformity" of the presentation. It will remain bullets, bold, underline and italics Images and Tables will not be allowed inside free text fields but could be uploaded separately in attached documents

25 Better Performance

26 SFC2007 has provided reasonable performance but in specific dates (June and December periods) the results have not been optimal We have improved that during the last years but it is not enough For SFC2014 we are going to opt for a clustered architecture that can be scalable and where more capacity can be added on demand In the same context, we are going to use virtualized environments with dedicated resources both for processing and database

27 Other measures for performance
Implementation of lazy loading (only download what you need and not full objects, query results …) Simplification of security model to reduce the number of objects to be loaded in memory at a given time Use Java 6 Use latest version of Weblogic, DB…

28 Better time to market

29 Better development tools
The new development architecture will allow the generation of the WS interface almost at the same time than the web interface Better development tools Standard frameworks (Vaadin, EJB, JPA) Better use of Rational suite in data modelling More automated testing (specially regression)

30 Modern Clean User Interface

31 Use of Last generation UI framework
Proven and well supported Good community of developers Fast development of advanced interfaces Very good user experience. Ajax and Partial Page Rendering guarantee an improved user experience Good performance Include the new visual identity of the European Commission

32 Reporting Functionallity from day 1

33 Depending on the profile access is restricted to some specific reports
SFC2007 Security Module Report Engine Wrapper Business Objects SFC2007 Data User from MMSS Depending on the profile access is restricted to some specific reports The user can dynamically select some parameters for the execution of the report The report is executed in background and the response is sent back to the user

34 How this happens After logging in Utilities, Reports the user can see the reports available to his/her profile

35 The user selects a report
How this happens The user selects a report

36 How this happens The user selects the parameters for execution
…and which output he/she prefers

37 Status of Developments
Requirements for the system are still in progress. In particular templates for the new programming data models are still under discussion. The first functionalities for SFC2014 have just started being developed Workload to develop the systems both at EC and in MMSS should not be underestimated. System will become operational in time for the first Partnership Agreement and OP submissions (est. summer 2013)

38 Support And Contact Support for SFC2007 and SFC2014 web applications
Support for SFC2007 and SFC2014 Web services Conference web site

39 SFC2014 Front-Office Demo Eric Kilian
DG Employment, Social Affairs and Inclusion

40 Agenda More detailed view on changes Screen examples of new features
Demo Before we PROCEED with the LIVE demo, let's REVIEW some changes in DETAIL.

41 Changes in Security and User Management
Roles were related to a DG which caused problems for The MS who deal with Funds and not with Commission DG's Security authorization mechanism when a DG manages more than 1 Fund (ex. REGIO: ERDF, CF and IPA) Improvement: Roles will be used in relation to Funds allowing fine grained authorization. Login Use of nominative Ecasnames Migration to be started already in SFC2007 Same Ecasname for SFC2007 and SFC2014 But separate Access Requests to be issued by MS Liaisons for SFC2007 and SFC2014 Improvement: Single Sign-on+ More personalized Access Certificates for Web Services: No changes New User and Security Module to request access in line with New UI of SFC2014 Front-Office New Roles' structure

42 Changes in Security and User Management
Users can have different Profiles. Each Profile has his own set of Roles and is defined against a Node. The Node hierarchies currently in place will be copied over to SFC2014. If changes are needed, please let us know. It will be possible to delegate his Roles to another User defined on the same Node for maximum 2 weeks. If the grantee needs these roles for a longer period, they have to be requested via the MS Liaison.

43 But remember Security is not alone a responsibility of the SFC application. The main responsibility is in your side The MS Liaison officers will continue to play a key role in keeping the users that have access to the system updated Each MS is responsible to ensure that an appropriate security policy is applied in order to strictly restrict the access on a "need to know" basis When your systems interact with SFC, they should have similar security assurances as the ones applied in SFC MS Liaison is responsible for updating the user access in the system and revoking roles or inactivating users whenever needed. Each MS should have the necessary procedures in place to only provide access to their users on a "need to know basis" If in your system you allow to send a Payment Request, then the user in your system should have a similar role as imposed by SFC, namely a Certifying Authority

44 Bidirectional or Unidirectional Node Skip
The Workflow Node Hierarchy determines how information is transmitted via the system Node Skip can be defined per Node, Object Type and CCI Commission Commission National level National level Regional level 1 Regional level 2 Regional level 1 Regional level 2 Bidirectional Skip of National Level Unidirectional Skip of National Level

45 CCI Common Code Identifier
New format: YEAR CC DG FF TP SEQ Year = Start Year of the Programme/Object CC = Country or Geographical Region DG = Numerical code of the DG chef de file FF= Character code for the Fund(s) covered by the Programme/Object TP = Type of Object SEQ= Sequence One extra character for FF to cover the increasing number of Funds and Fund combinations in the Programmes. CCI code length from 14 to 15 characters

46 Event notification self-registration
In SFC2007 Every action on an object generates an event Officials in charge of the object are automatically notified by Every user can request to receive notifications of groups of events for certain Countries and Funds via an Excel form. In SFC2014 Same event and notification mechanism Self-registration within the SFC2014 application, not only by group of events, but if needed per specific event type.

47 Web Services Authentication still via a Certificate
Web Service operations for the Member States will be mostly the same (read, validate, save …) Object Types and their structures will be different SFC2007 WS development uses JAX-RPC (Java API for XML-based Remote Procedure Call) SFC2014 WS development uses JAX-WS (Java API for XML Web Services) Java stubs not constrained to Oracle Weblogic anymore, but usable with any JE6 certified Application Server Better interoperability Faster development

48 Agenda More detailed view on changes Screen examples of new features
Demo The following screen examples contain some new features which we cannot yet present in the live application because they are not yet implemented.

49 Screen examples for a programme
Disclaimer: The following screens do not resemble the final product Build based on draft regulations available last November User Interface features still need to be streamlined They are used only for demonstrating the principles of the structured data approach and of some new features in the web application Navigation in the application can still change. Screens have to further harmonized used uniform styles.

50 User information in the right upper part
Visual identity of the Commission used in all Commission applications/publications Breadcrumbs to show location in the application Almost the same main menu structure as before Search screens with a result list

51 Lists all Objects related to that CCI number
Navigation via standard menu or via direct CCI search Apart from the normal navigation via the menu, a direct navigation based on CCI number Lists all Objects related to that CCI number

52 - Via the Search one can open multiple tabs containing different OPs
Possibility to open multiple tabs with different OPs or OP versions - Via the Search one can open multiple tabs containing different OPs

53 Edit without the need to navigate away from the display page
Everybody starts from within a read-only copy of the data and depending on the permissions edit buttons will appear and will allow for editing the data. Editing the data occurs in an overlay panel so that there is no navigation away from the current page. >> FASTER, LESS DISTURBING

54 Rich text editing for big text fields
- For large texts, rich text editing is foresee. We will probably allow to use Bold, Italic, Underline, Bullets, Numbering and a few others

55 - For tables with numbers, direct inline editing is foreseen
Inline edit for numeric tables - For tables with numbers, direct inline editing is foreseen

56 Compare against previous versions integrated in each screen
- Also, on all structured data, one can compare the current version with any previous version sent to the Commission.

57 Even for rich text, it will show what was removed and what was added.
Compare also exists for rich text Even for rich text, it will show what was removed and what was added. + there will also be an overall compare document, containing all data of one version and comparing it with all the data of a previous version.

58 A little bit like a chat session but not necessary in real-time
Possibility to dialogue/observe/communicate between users within an object Apart from changing the data on an Object, there will always be an Observations box, where observations, questions, extra info can be registered by someone and answered or replied by someone else. A little bit like a chat session but not necessary in real-time

59 Objects that need your treatment Early warnings Delays News
Dashboard: quick overview of tasks, upcoming events, delays, news, risks, …. SFC2007 shortcomming was that it was mainly a data transfer system without any management capabilities. In SFC2014, the Personalized dashboad will allow to better follow up your tasks and data and serve as a management tool. Shown viewlets: Objects that need your treatment Early warnings Delays News Risk of de-commitment Respect of deadlines Other viewlets Visual representation of Node Workflow / Consulation hierarchy SKIP nodes representation Motion chart of declaration of expenditure Declared expenditure against payment forecast Objects modified since last visit

60 Agenda More detailed view on changes Screen examples of new features
Demo We will now go to the LIVE demo. So again, this is an application under construction based on draft regulations of November. A lot is not yet fully implemented and the content and layout is definitely still going to change.

61 Search and result screen already shown in the slides.
ECAS information when clicking on User link.

62 Tab name contains the object identification
Enter first in a General tab containing the identification and the status of the object General Tab will always have the following sub Tabs Officials in Charge History Documents Observations/Dialogue/Conversation Above the Tabs one can find the Action Icons. In this case 'Validate' and on the Right 'Print'. In other cases depending on the status, this could be 'Send' or 'Return' or 'Cancel' Show Direct navigation via CCI

63 - Section 1 only contains one rich text field "A summary of the preparation of the operational programme"

64 Section 2 contains: Rich text fields A Table with the justification of the selection of Thematic Objectives and Investment Priorities Show the main action buttons: Delete Add Edit Export to Excel Compare to a previous version

65 Show edit of table 1 with:
Lists of Investment Priorities and automatic selection of the Thematic Objective.

66 Section 3A is a main section and contains the definition of
Non-Technical assistance Priority Axes, Selection of Investment priorities, Definition of Specific Objectives Indication of Fund and Categories of Region covered by the Priority. Indicators is not yet implemented, but will be part of the Operational Programme

67

68 - Definition of the Specific Objectives

69 Section 3.A.2 Per Priority Axis – Investment Priority, some rich text fields to describe the type and examples of actions to be supported.

70 - Section 3.A.5. Categorization, almost identical to what existed in SC2007 except for a new category called ESF Secondary Theme

71 Section 3B is the same as 3A but then to define
Technical assistance Priority Axes, Definition of Specific Objectives Indication of Fund and Categories of Region covered by the Priority. No Investment Priorities for Technical Assistance Indicators is not yet implemented, but will be part of the Operational Programme

72 Section 4 contains the financing plan. 4 tables:
Annual plan by fund – category of region Financial plan of the operational programme giving, for the whole programming period, the amount of the total financial allocation of each fund EIB contributions per Priority Axis Breakdown of the financial plan of the operational programme by priority axis and thematic objective Structure of these plan is automatically generated by the application based on the structured entered in Section 3. Inline editing of tables

73 Section 5 allow to define the INTEGRATED APPROACH TO TERRITORIAL DEVELOPMENT.
It contains: a number of rich text fields and some tables to define ITIs = INTEGRATED TERRITORIAL INVESTMENTs

74 - Section 6: some rich text fields

75 - Section 7: AUTHORITIES AND BODIES RESPONSIBLE FOR MANAGEMENT, CONTROL AND AUDIT AND THE ROLE OF PARTNERS

76 - Section 8: One rich text field on COORDINATION

77 Section 9: FULFILMENT OF EX-ANTE CONDITIONALITIES
We will have THEMATIC ex-ante conditionality's linked to a THEMATIC OBJECTIVE GENERAL ex-ante conditionality's linked to an AREA

78 Section 10: REDUCTION OF THE ADMINISTRATIVE BURDEN FOR BENEFICIARIES
Contains: Rich Text field Table with Actions planned to achieve a reduction in administrative burden

79 Section 11: HORIZONTAL PRINCIPLES
Only rich text fields

80 Section 12: ANNEXES Contains: A list of major projects Overview of performance framework

81

82 The rich text editor allow to format the text.
Will be restricted to a number of sizes without tables and images in order to be able to generate the Decision. Possibility to upload images referenced in the text. For iformation only. Will not be part of the Decision because the content cannot be verified automatically and could be inconsistant with the structured text.

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