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 SFC2007SFC2007 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 Commission6 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)SFCEuropean 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 regulationModified processesEfficiency and user-friendlinessInformation qualityTechnological advances
6 Legal Basis for SFC2014COM(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 reportingContent 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 actorsMore automation:automatic controls of informationautomatic calculationsautomatic 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 timeson-line status tracking resulting in more transparencyfaster pay-out thanks to electronic payment claimsStreamlined workflows for administrations with less paperworkGeneration of annual reports, official documents, decisions in one-clickImproved reporting from day 1Improved 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 AgreementProgress Report on implementation of PAStrategic Report on implementationInterim Payment ApplicationAnnual Accounts and ClearanceInterim Payment AcceptanceFinal Payment ApplicationFinal Payment AcceptanceProposal PreparationProposal Decision ManagementProposal ModificationAnnual/Final Implementation ReportingReport Acceptance ManagementMS Audit ReportingMission Follow-upFinancial CorrectionsMS Audit ReportEx-Ante Evaluation MSEx-Post Evaluation ECStrategicPlanning1Programming2Monitoring3Execution4Audit6Closure7Evaluation5ReportingFinancial ManagementSupport Processes98
12 Architecture remains similar Member StatesEuropean CommissionFront OfficeSFC2014ECWorkflowsystemEC Document RegistryFinancialSystemWebServicesLocal/Regional/NationalPortalsCentralSystemMSWebServicesWeb InterfaceUserSFC2014 allows a streamlined communication of information between National authorities and EC systems via (i) Web service interface (ii) Web services
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 SFC2014Increase 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 NotificationsSelf-Registration to eventsImproved USM for National Liaisons OfficersAutomatic Document RegistrationReporting WrapperScheduler…The same development team
19 Lessons learned from SFC2007 AdvantagesSingle shared repositoryTransparencyBetter overviewFaster processingWebservices improved greatly efficiencyWeaknesses and shortcomingsStill some duplication of data in different systems in the EC and MMSSLimited reporting and analysis possibilitiesMinor modifications are cumbersomeSearching could be improvedNeed of improved guidance
20 Agenda Introduction What remains from SFC2007 What changes in SFC2014 Next Steps
21 SFC2014Build on SFC2007 experiences and overcome the weaknesses of SFC2007Streamline the workflowEnhance the data qualitySeek long term efficiency gainsImprove performanceImprove Time to marketImprove 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 structuredData fields and tablesListsCheck boxes + yes/noText fieldsDocuments are optional and for informationComplete reference documents are produced by the system based on the dataChanges 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 struckFree 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 informationText will be reformated to ensure "uniformity" of the presentation. It will remain bullets, bold, underline and italicsImages and Tables will not be allowed inside free text fields but could be uploaded separately in attached documents
26 SFC2007 has provided reasonable performance but in specific dates (June and December periods) the results have not been optimalWe have improved that during the last years but it is not enoughFor SFC2014 we are going to opt for a clustered architecture that can be scalable and where more capacity can be added on demandIn 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 timeUse Java 6Use latest version of Weblogic, DB…
29 Better development tools The new development architecture will allow the generation of the WS interface almost at the same time than the web interfaceBetter development toolsStandard frameworks (Vaadin, EJB, JPA)Better use of Rational suite in data modellingMore automated testing (specially regression)
31 Use of Last generation UI framework Proven and well supportedGood community of developersFast development of advanced interfacesVery good user experience. Ajax and Partial Page Rendering guarantee an improved user experienceGood performanceInclude the new visual identity of the European Commission
33 Depending on the profile access is restricted to some specific reports SFC2007Security ModuleReport EngineWrapperBusinessObjectsSFC2007 DataUser from MMSSDepending on the profile access is restricted to some specific reportsThe user can dynamically select some parameters for the execution of the reportThe report is executed in background and the response is sent back to the user
34 How this happensAfter logging in Utilities, Reports the user can see the reports available to his/her profile
35 The user selects a report How this happensThe 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 developedWorkload 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 servicesConference 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 DemoBefore 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 forThe MS who deal with Funds and not with Commission DG'sSecurity 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.LoginUse of nominative EcasnamesMigration to be started already in SFC2007Same Ecasname for SFC2007 and SFC2014But separate Access Requests to be issued by MS Liaisons for SFC2007 and SFC2014Improvement: Single Sign-on+ More personalized AccessCertificates for Web Services: No changesNew User and Security Module to request access in line withNew UI of SFC2014 Front-OfficeNew 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 sideThe MS Liaison officers will continue to play a key role in keeping the users that have access to the system updatedEach MS is responsible to ensure that an appropriate security policy is applied in order to strictly restrict the access on a "need to know" basisWhen your systems interact with SFC, they should have similar security assurances as the ones applied in SFCMS 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 systemNode Skip can be defined per Node, Object Type and CCICommissionCommissionNational levelNational levelRegional level 1Regional level 2Regional level 1Regional level 2Bidirectional Skip of National LevelUnidirectional Skip of National Level
45 CCI Common Code Identifier New format: YEAR CC DG FF TP SEQYear = Start Year of the Programme/ObjectCC = Country or Geographical RegionDG = Numerical code of the DG chef de fileFF= Character code for the Fund(s) covered by the Programme/ObjectTP = Type of ObjectSEQ= SequenceOne 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 SFC2007Every action on an object generates an eventOfficials in charge of the object are automatically notified byEvery user can request to receive notifications of groups of events for certain Countries and Funds via an Excel form.In SFC2014Same event and notification mechanismSelf-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 differentSFC2007 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 ServerBetter interoperabilityFaster development
48 Agenda More detailed view on changes Screen examples of new features DemoThe 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 productBuild based on draft regulations available last NovemberUser Interface features still need to be streamlinedThey are used only for demonstrating the principles of the structured data approach and of some new features in the web applicationNavigation 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/publicationsBreadcrumbs to show location in the applicationAlmost the same main menu structure as beforeSearch screens with a result list
51 Lists all Objects related to that CCI number Navigation via standard menu or via direct CCI searchApart from the normal navigation via the menu, a direct navigation based on CCI numberLists 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 textEven 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 objectApart 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 treatmentEarly warningsDelaysNewsRisk of de-commitmentRespect of deadlinesOther viewletsVisual representation of Node Workflow / Consulation hierarchySKIP nodes representationMotion chart of declaration of expenditureDeclared expenditure against payment forecastObjects modified since last visit
60 Agenda More detailed view on changes Screen examples of new features DemoWe 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 objectGeneral Tab will always have the following sub TabsOfficials in ChargeHistoryDocumentsObservations/Dialogue/ConversationAbove 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 fieldsA Table with the justification of the selection of Thematic Objectives and Investment PrioritiesShow the main action buttons:DeleteAddEditExport to ExcelCompare 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 ObjectivesIndication of Fund and Categories of Region covered by the Priority.Indicators is not yet implemented, but will be part of the Operational Programme
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 ObjectivesIndication of Fund and Categories of Region covered by the Priority.No Investment Priorities for Technical AssistanceIndicators 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 regionFinancial plan of the operational programme giving, for the whole programming period, the amount of the total financial allocation of each fundEIB contributions per Priority AxisBreakdown of the financial plan of the operational programme by priority axis and thematic objectiveStructure 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 andsome tables to define ITIs = INTEGRATED TERRITORIAL INVESTMENTs
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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