How to Implement EESSI in Your Country

Transcription

1 For Social Security Experts Best Practice Solutions for IT and Legal Challenges 26 th September 2011, Berlin, Germany Brochure With experts from: DG Employment, Social Affairs and Inclusion, European Commission Department for Work and Pensions, United Kingdom Main Association of Austrian Social Security Institutions, Austria Norwegian Labour and Welfare Administration, Norway Social Insurance Bank (SVB), The Netherlands Czech Social Security Administration, Czech Republic 1

2 European Intensive Seminar Background The electronic exchange of social security information (EESSI), introduced by the latest modernised coordination of the European social security systems, is supposed to be implemented by May 1 st, It will not only replace some one hundred paper E (European) forms which are currently in use, but will also strengthen the protection of citizens rights by computerising the application of EU law on social security coordination. During the past months, the European Commission and the Member States have undertaken various activities for the implementation of EESSI and for meeting the deadline by May 1 st, Some Member States are nowadays expressing concern about failing to meet the deadline. There are many uncertainties concerning the implementation and the operation of the electronic exchange. Member States are facing organisational and procedural difficulties with involving all stakeholders in the process and ensuring that the system is functional by May 1 st, The questions of the involved parties are: How to organise the implementation process and to inform and involve all beneficiaries? How to ensure proper access of all involved parties to EESSI? What are the main changes for the beneficiaries resulting from the electronic exchange? Which organisational changes should they undertake? What are the experiences of the Member States involved in testing the system so far? How shall the involved parties fill in the electronic documents? Seminar Contents These crucial questions for the forthcoming implementation of the EESSI will be explained in our highly practical European seminar. Our speakers are experts in the field of modern coordination of the social security system and are involved in the coordination and implementation of EESSI in their daily work. During this one day seminar, they will present and share their practical experiences from the preparation phase and the on-going implementation of the EESSI. Furthermore, they will share their experiences from the testing phase and lessons learned. You will learn which activities are ahead and how to find the most suitable and efficient solution for your institution. Teaching Methods Lectures and case studies Discussions and Q & A- sessions Rich course material and handouts 2 Target Group Public officials responsible for modern coordination of social security systems and electronic exchange of social security information (EESSI) working at: Ministries of Labour, Social Affairs, Social Policy and Social Insurance Ministries of Health Ministries of Family and Youth Ministries of Economy Ministries of Finance Departments for Social Development, Work and Pensions Departments of Health Social Services and Public Safety EESSI project leaders and coordinators working at social security agencies such as: Social Insurance Institutions and Associations Social Security Administration Health Insurance Agencies, Institutes and Companies Public Health Funds, Health Supervisory Boards Medical Chambers Employment Agencies, Labour Offices and Services Social Funds and Social Assistance Agencies Pension Insurance Institutes and Companies Workers Compensation Agencies and Boards Accident Insurance Institutions Agencies for Disabled Persons Agencies for Parental Protection And Family Benefits The Pension And Invalidity Insurance Institute Software Supplier Your Benefit Learn about the latest changes introduced by the modernised coordination of the social security systems in Europe Prepare yourself and your institution for the coming Electronic Exchange of Social Security Information Gain profound understanding about the future changes resulting from the electronic exchange of social security information Find the most efficient solution and the most suitable measures for your institution for the accession to the EESSI Feel confident for the daily activities of your institution and how to enable correct and efficient participation of your institution with the EESSI Discuss your challenges and experiences with our qualified speakers and get plenty of practical advice for your day-to-day work Build networks with colleagues from all across Europe and exchange know-how

3 Programme 26 th September Registration and Hand-out of Seminar Material Opening Remarks from the European Academy for Taxes, Economics & Law Welcome Note from the Chair Gary Taylor, Project Manager, Change & Transformation Directorate, Department for Work and Pensions, UK Implementation of Modern Coordination of Social Security Systems in Europe and the EESSI Project The modernised coordination Why EESSI? State of play Jackie Morin, Head of Unit, Free Movement of Workers, Coordination of Social Security Schemes, DG Employment, Social Affairs and Inclusion, European Commission Coffee Break Introduction of EESSI: A Business Perspective for a Social Security Institution Main changes and benefits resulting from an electronic exchange Necessary organisational changes Possible organisational and managerial solutions Austrian experiences from the testing period Dr. Gerd Bauer, EESSI Project Leader, Main Association of Austrian Social Security Institutions, Austria Phased EESSI Implementation Modernisation of the ICT Solutions National EESSI collaboration Phased EESSI implementation at the Norwegian Labour and Welfare Administration Concurrent modernisation of the ICT solutions Challenges Solutions Torsten Robert Kirschner, EESSI ICT Team Leader and Chief Advisor, Norwegian Labour and Welfare Administration, Norway Lunch Break The exchange with other colleagues about their experiences was really important for me. Ministry of Social Affairs and Employment, The Netherlands 3

4 Programme Applicable Legislation for EESSI Implementation Legal background and administrative procedures Philosophy of electronic data exchange Description of SEDs and flows Weak and strong points Practical examples National solutions Recommendations Dr. Jitka Konopásková, Head of Department, EU Coordination and International Relations, Czech Social Security Administration, Czech Republic Coffee Break Cooperation is Key! How to Cope with the Challenges? Organisational structure and challenges in The Netherlands Cooperation and challenges in the development of EESSI between Member States Cooperation and challenges for the benefit of migrant workers Future cooperation Wim Vervenne, Policy Advisor, Department for International Affairs, Sociale Verzekeringsbank, The Netherlands Developing an Effective IT System for Clerks to Manage EESSI Scope of the solution Key requirements Existing limitations Practical solutions Strategic approach Dependencies and Final Thoughts Gary Taylor, Project Manager, Change & Transformation Directorate, Department for Work and Pensions, UK End of Seminar and Hand-out of Certificates Practical Example Great chance to receive first class information about EESSI and to exchange about this topic. Ministry of Labour, Social Affairs and Family, Slovak Republic Very good content and well structured presentations with practical aspects. Ministry of Social Affairs, Estonia 4

5 Speakers Jackie Morin Head of Unit, Free Movement of Workers, Coordination of Social Security Schemes, DG Employment, Social Affairs and Inclusion, European Commission Jackie Morin is Head of Unit in charge of coordination of social security schemes and free movement of workers since After joining the European Commission in 1986, he held several posts within DG Employment and Social Affairs on labour market issues, long term unemployment, corporate social responsibility and informal economy. In 2000, he was appointed Head of Unit for Social Dialogue and Industrial Relations. Dr. Gerd Bauer EESSI Project Leader, Main Association of Austrian Social Security Institutions, Austria Gerd Bauer has been working as a consultant for the Main Association of Austrian Social Security Institutions since He was responsible for the implementation of several workflow based business processes in the Austrian health sector. Currently, he is project manager for the national EESSI project in Austria. Gerd Bauer studied physics and holds a PhD in technical science. Torsten Robert Kirschner EESSI ICT Team Leader and Chief Advisor, Norwegian Labour and Welfare Administration, Norway Torsten Robert Kirschner is EESSI ICT Team Leader and Chief Advisor at the Norwegian Labour and Welfare Administration. As EESSI ICT Team Leader he is responsible for the coordination of the EESSI Project. For the past 15 years, Torsten has been a consultant for some of Norway s largest private and public enterprises. So far, his greatest achievement has been the introduction of the ebxml framework in the Norwegian healthcare sector and the necessary PKI-based security features, including ETSI XAdES based digital signatures. He studied computer science at the University of Oslo, where he won an entrepreneur scholarship at the University of California, Berkeley. Dr. Jitka Konopásková Head of Department, EU Coordination and International Relations, Czech Social Security Administration, Czech Republic Dr. Jitka Konopásková is a lawyer and is specialized in EU social security coordination for the present position as a head of Department. She has a long-term experience in international relations. Dr. Konopásková has been working for the Czech Social Security Administration (CSSA) since 2002 and had different management positions and responsibilities (preparation of CSSA for EU access, policy issues, management of EU projects, liaison body for sickness benefits in cash, pensions, recovery and legislation applicable). She is the Czech expert in the Administrative and Technical Commission and rapporteur of the Legislation Applicable Working Group of the Administrative Commission. Wim Vervenne Policy Advisor, Department for International Affairs, Sociale Verzekeringsbank, The Netherlands Wim Vervenne holds the position of Policy Advisor for International Affairs within the Directorate for Managerial and Strategic Affairs of the Social Insurance Bank (SVB) in the Netherlands. He is responsible for developing the SVB s international policy and advises the SVB Board of Directors on international issues. Furthermore, he acts as advisor in international dialogues on social security agreements conducted on behalf of the Dutch state as well as in discussions aimed at working out administrative and procedural arrangements with competent institutions in other countries. During meetings with international partners in recent years, data exchange between competent institutions has always featured on the agenda. As standing member of the Technical Commission, he has been involved in developments concerning the new EC Regulations and EESSI since In 2010, he was vice chair of the Task Force and since 2011 Chair of the Steering Committee, both groups working under a mandate of the Administrative Commission. Gary Taylor Project Manager, Change & Transformation Directorate, Department for Work and Pensions, United Kingdom Gary Taylor has been working for the Department for Work and Pensions (DWP) for 27 years. As a Project Manager he has been responsible for the delivery of several IT solutions in the UK for changes relating to national social security including the development of the online service for UK citizens to apply for their state pension. As the EESSI Project Manager, Gary Taylor has been assigned with the delivery of all changes impacting DWP with the introduction of EU Regulation 883/04 and implementing Regulation 987/09. This includes the development of an appropriate EESSI IT solution to facilitate electronic exchange for approximately 1000 clerks. 5

6 Organisational Matters booking Fax: +49 (0) Phone: +49 (0) For online booking please visit our website: Date of Event 26 th September 2011, Berlin Booking Number S-364 Booking Modalities It is recommended to book soon as seats are limited. For organisational matters, we kindly ask you to complete the booking form in capital letters. Event Language The event language will be English. Event Price 1398,- Euro, excl. German VAT (19%) Contact European Academy for Taxes, Economics & Law Hausvogteiplatz 13, Berlin, Germany Phone: +49 (0) Fax: +49 (0) Internet: Your contact persons for the programme: Regina Lüning, M. Sc. econ. Head of Marketing and Sales Phone: +49 (0) Fax: +49 (0) Ani Handziska, M.E.S. Conference Manager Phone: +49 (0) Fax: +49 (0) (Programme is subject to alterations) The above price covers the following: Admission to the seminar Hand-out documents Soft drinks and coffee/tea on the event day Lunch on the event day Event Location Arcotel John F Werderscher Markt Berlin, Germany Phone: +49 (0) [email protected] Internet: Please contact the hotel directly and refer to the European Academy for Taxes, Economics & Law in order to benefit from a limited room contingent at a special price. Please book as soon as possible. Of course you can always look for an alternative hotel accommodation. 6

7 NOTE Please note, you can register as many delegates as you wish (except, the seminar is fully booked). You only need to copy this formular for as many persons you wish. European Academy for Taxes, Economics & Law Brauner Klingenberg GmbH Hausvogteiplatz Berlin / Germany Phone.: +49 (0) Fax: +49 (0) [email protected] booking Booking Number: S-364(PR) DATE: 26 th September 2011, Berlin Herewith we register the following persons for the Social Security Experts Seminar: Delegate 1 Ms. Mr. First name Last name Department Job position Your organisation Street Postcode / City Country Phone Fax Delegate 2 Ms. Mr. First name Last name Department Job position Your organisation Street Postcode / City Country Delegate 3 Ms. Mr. First name Last name Department Job position Your organisation Street Postcode / City Country Phone Fax Phone Fax Invoice organisation To the attention of Street Postcode / City Country Phone Fax In case of registration of more than one delegate - do you prefer: single invoice? collective invoice? With my signature I confirm my registration and accept the General Terms and Conditions as legally binding. I herewith agree to receive further information from the European Academy for Taxes, Economics & Law Place, Date Authorised Signature and Stamp 7

8 Terms & Conditions for Training Seminars & Courses 1. Area of Application The following terms and conditions settle the contractual relationship between conference participants and the European Academy for Taxes, Economics & Law Brauner Klingenberg GmbH [referred to as European Academy for Taxes, Economics & Law in the following]. Differing terms and conditions, as well as, other settlements and/or regulations have no validity. 2. Registration / Confirmation of Application A registration can be made via internet, mail, fax, or . The registration is considered granted and legally binding if not rejected by the European Academy for Taxes, Economics & Law in writing within seven (7) days after receipt of registration. The registration will be supplemented by a booking confirmation via . Partial bookings are only valid for seminars designed in modules. 3. Service The course fee covers the fee per participant and course in net, subject to current German VAT. It includes training course documents as per course description, a lunch meal/ snack and refreshments during breaks, as well as, a participation certificate. The European Academy for Taxes, Economics & Law has the right to change speakers/instructors and to modify the course program if and where necessary while maintaining the overall nature of the course. All registered participants will be notified in case of a course cancellation due to force majeure, due to speakers preventions, due to troubles at the chosen location or due to a low registration rate. Course cancellation notification due to a low registration rate is issued no later than two (2) weeks before the course date. Course fees are reimbursed in the cases listed above; however, reimbursement for travel expenses or work absenteeism is only granted in cases of intention or gross negligence by the European Academy for Taxes, Economics & Law. Any reimbursement of travel expenses are to be considered as an exceptional goodwill gesture and form no future general obligation. In case of disturbances and/or interruptions, the European Academy for Taxes, Economics & Law commits itself to solve or limit any problems that might occur in order to maintain and continue the course as planned. 4. Payment Date and Payment, Default of Payment Payment of the course fee is payable immediately upon receipt of invoice. Where payment is not received or lacking clear assignment to a participant prior to commencement of the course, the European Academy for Taxes, Economics & Law may refuse the relevant participant s participation in that course. The course fee, however, is still due immediately and can be claimed as part of a dunning procedure or legal action. In accordance with BGB 247 (1), in case of default of payment within the stipulated time period, default interest on arrears of at least 5% above the ECB base rate is due and payable. 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Cancellation by the participant will be subject to cancellation charges as follows: 30 days or more prior to commencement of the course: service charge of 80,00 net, subject to current German VAT, payable immediately, course fee will be reimbursed, two (2) weeks to 30 days prior to commencement of the course: 50% of course fee net, subject to current German VAT, payable immediately, non-attendance or cancellation less than two (2) weeks prior to commencement of the course: 100% of course fee net, subject to current Germany VAT, payable immediately The European Academy for Taxes, Economics & Law gladly accepts without additional costs a substitute participant nominated in case of a cancellation if the substitute participant is registered at least three (3) days prior to the commencement of the course. Neither cancellation of a specific module/part of the course or substitution per module/per day is possible. 6. 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