29 August - 1 September 2017 | Como, Italy


 Fully booked - Shall you be interested in participation, please contact Juliana Veit directly regarding the waiting list.

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Day 1: Concept & Assessment of State Aid

Day 2: State Aid Exemptions: De Minimis, GBER & SGEI

Day 3: State Aid Procedures & Main Horizontal Guidelines

Day 4: Infrastructure Funding in Compliance with State Aid


Day 1: Tuesday, 29 August 2017

Concept & Assessment of State Aid


 Registration & Welcome Coffee


 Welcome Note & Introduction Round

 Chair: Phedon Nicolaides, Professor at the College of Europe, Bruges
 and the Maastricht University; Academic Director at lexxion training

Morning Session

 System and Structure of State Aid Control in the EU

  • Modernisation Initiative
  • Responsibilities of the European Commission, Member States and beneficiaries

 Phedon Nicolaides


 Coffee Break & Networking


 Concept and Principles of State Aid

  • The requirements of Art. 107 TFEU
  • The notion of aid
  • The notion of undertaking
  • Economic vs. non-economic activity
  • Determining advantage and selectivity of measures

 Phedon Nicolaides


 Lunch Break


 Case Studies & Working Groups Exercise:
 Does a Measure Fulfil the Criteria of Art. 107 TFEU and
 Constitute State Aid?

 Phedon Nicolaides



15:00  Coffee Break & Networking
Afternoon Session

 Compatibility Assessment of State Aid

  • Is there a need for a subsidy?
  • Appropriateness of State aid measure
  • Funding gap method and market failure
  • Incentive effect and proportionality
  • Avoidance of undue negative effects on competition and trade between Member States
  • Transparency and evaluation

 Phedon Nicolaides


 Practical Exercise: The Market Economy Operator Principle

  • When is a public measure State aid – The notion of advantage
  • The State as economic actor and public authority
  • The MEO test in practice: When and how to apply it?

  Phedon Nicolaides


 Summary and Lessons Learnt of Day 1

17:45  End of Day 1

18:15  Evening event: Boat Tour & Common Dinner

Day 2: Wednesday, 30 August 2017

State Aid Exemptions: De Minimis, GBER & SGEI
Morning Session

Chair: Péter Staviczky
, State Aid Attaché, Permanent Representation of Hungary to the EU, Brussels


 De minimis Regulation

  • Application of Regulation 1407/2013
  • Thresholds, gross grant equivalent and cumulation

 Alexander Rose, Lawyer, Government Legal Service, Department for Communities and
 Local Government, United Kingdom


 General Block Exemption Regulation (GBER)

  • The new GBER rules: Common and specific provisions
  • Scope and categories of exempted aid
  • Thresholds, incentive effect, cumulation rules

 Alexander Rose


 Coffee Break & Networking

11:30  GBER: Best Practice for Application in Member States
  • Experiences and challenges with the practical application of GBER
  • How to design your project in compliance with GBER rules?
  • Discussion and Q&A

 Péter Staviczky

13:00  Lunch Break
Afternoon Session

 Services of General Economic Interest (SGEI)

  • Concept of SGEI
  • Recent judgements and Commission decisions
  • SGEI Package (2012) and Altmark criteria
  • How to define a market gap?
  • How to calculate compensation?
  • How to notify SGEI aid?

 Olga Simeon, Case Handler, State aid Transport, DG Competition, European Commission, Brussels


 Coffee Break & Networking


 Case Studies: SGEI Rules in Different Sectors

  • Health and Social Services
  • Social housing
  • Public transport

Péter Staviczky


 Summary and Lessons Learnt of Day 2

17:45  End of Day 2

Day 3: Thursday, 31 August 2017

State Aid Procedures & Main Horizontal Guidelines
Morning Session

 Chair: Mihalis Kekelekis
, Senior Officer, Competition and State Aid
 Directorate, EFTA Surveillance Authority, Brussels


 State Aid Procedures: Notification

  • Notification procedure: The new Regulation 2015/1589
  • What needs to be notified and how?
  • Types of procedures
  • Practical case: How to notify a measure?

Jan Philipp Otter, Local Partner, PwC Legal, Hamburg


 Coffee Break & Networking


  State Aid Procedures: Recovery of Unlawful Aid

  • Non-compliance and recovery of unlawful aid
  • Practical Case: How to Recover Unlawful Aid?

Jan Philipp Otter

12:30  Lunch Break
 Afternoon Session

  Regional Aid & Practcial Cases

  • Guidelines on Regional State aid 2014-2020
  • Regional aid under the GBER – Implications for Member States’ authorities
  • Compatibility measures of regional aid
  • Treatment of SMEs and large investment projects
  • When does a Member State have to notify? Can a Member State withdraw a notification?
  • Practical experiences

 Antonios Bouchagiar, Member of the Legal Service, AIDE Team (State
 aids and dumping), European Commission, Brussels


 Coffee Break & Networking


 State aid for R&D&I & Practical Cases

  • The new Framework for State Aid for R&D&I
  • Non-economic research vs economic research
  • Collaboration between research organisations and undertakings
  • GBER rules
  • Practical experience

 Mihalis Kekelekis


 Environmental and Energy Aid & Practical Cases

  • Guidelines and Legal framework for energy and environment projects: Scope of application
  • Notifiable energy and environmental aid
  • Specific State aid provisions for energy efficiency and renewable energy
  • Practical experiences

Ariane Richter, State Aid Expert, Berlin


 Summary and Lessons Learnt of Day 3


 End of Day 3 

19:00  Common Dinner & Networking

Day 4: Friday, 1 September 2017

Infrastructure Funding in Compliance with State Aid
Morning Session

Chair: Mihalis Kekelekis


 Funding of Infrastructure in Compliance with State Aid

  • Infrastructure Funding in regional policy
  • Funding infrastructure after Leipzig/Halle: What are public authorities still al-lowed to finance?
  • MEIP and its application to infrastructure funding
  • Compatibility principles of infrastructure funding
  • The 20% rule of infrastructure funding

Mihalis Kekelekis & Antonios Bouchagiar


 Coffee Break & Networking


 Practical Exercises and Group Work on Infrastructure Funding:

  • Transport infrastructure
  • Financing of airports
  • Research infrastructure
  • Sport and multifunctional recreational infrastructures
  • Public Utilities infrastructure: water, sewerage and waste

 Participants will work on cases. The results will be presented and
 discussed commonly.

Mihalis Kekelekis

Olga Simeon

13:00  Lunch Break


 Problem-Solving Session and Final Discussion

 Discuss your individual cases and questions in full confidentiality


 Summary and Lessons Learnt of Day 4 and the Summer Course

15:15  End of the Summer Course & Distribution of Certificates


*Programme can be subject to change.


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