ATMOS - Austrian Monitoring System
Dagmar Schmalzbauer
Initial Situation in Austria
• decentralised promotional system
public bodies on federal & regional level play an important role,
involvement of several bodies on each level
• centralised coordination & information demands
Member State: overall responsibility for SF implementation
regional policy: duty of federal & regional level
• for each EU-programme: several (different) bodies
involved
• small programmes -> requirement low-cost system
important for the establishment and maintenance of the system
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Basic structure of ATMOS (incl. portal functions)
User & Security
Management
ERDF
Monitoring Authority
Basic Data Module
BMo
Accounting System
NAVISION
Central Data Module
CMo
Intermediate
Sto rage
unco nfirmed
Data
Document Archive &
Information platform
DMS
ERDF
Payomg Authority
Reporting Module
RMo
reports, statistics
Data Input Module
IMo
MA, IB
Central Read-only
Module
MA, CA, AA
Data input & data release with data input module EMo
Project-linkung between central data module and document & information system DMS
Data-linking between central data base (module) CMo and the reporting tool RMo
Access to portal funcitons (RMo, DMS)
Role-based user management
Data export & data iinport between ATMOS (CMo) ánd NAVISION (IT-systerm of Paying Authority)
Access to CMo for Paying Authority
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Basic Structure of ATMOS Systems
• one central (modular designed) system
central data base server, but local data input
• data transfer between components via web-services
• data export to the separate accounting system of PA
• data import from external systems
via data input module or webportal (file upload)
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Actual situation of implementation
• ERP-Fund: Monitoring Authority & Operative PA
(ERDF)
- since 1995: in SF matters involved (monitoring)
- since 2000: monitoring & financial management (operative PA)
• Central MO-System -> sole data base for EC’s demand
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General Requirements
• establishment of a programme related
monitoring system
special demands of the different types of EU-programmes (17)
and funds had to be taken into account (ETC, Reg.Dev., Conv. –
ERDF, ESF)
• one system including all single project data
no allowance of data input on aggregated level (ERDF 10.000
projects, ESF: 100.000 projects)
• one system (centralised) for MA, CA/PA and AA
• one centralised system with possibility of
data input (import) from decentralised systems
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• beside implementation of all EU-requirements,
fulfilment of national demands
-
in relation to:
number & content of data fields,
implementation reports, n+2-monitoring
Evaluation
financial management, statement of expenditure
Audits
spec. information for the political level
publicity demands
export to SFC (database of EC), …
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• unique identification of each project (project code)
- all information of a single project is linked to it
- automatically given by the system at first data entry
• assurance of high data quality
-
completeness of information
logical correctness of data
integration of several automatic checks and loopbacks
KO-criteria have to be met, otherwise no data release possible
• user-friendliness
- to ensure high data quality
- to support the communication between the partners
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• reports according to several aggregation levels
classification in: - programme structure (priorities, measures,…)
- intermediate bodies, co-financing instruments
- project-life-cycle (approvals, payments, status)
- regions,
- EU-codes, indicators, ...
• support for steering programme implementation
esp. via target performance comparisons
-
programme level (per measure, intermediate body, …)
single project level (approval, commitment, expenditure, …)
n+2-rule
forecasts
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Special Requirements
• reflection of project-life-cycle ->by view
application, selection, approval, contract, project closure
statement of expenditure, payments,, recovery, repayment
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Special Requirements
• reflection of project-life-cycle by status
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Special Requirements
• realisation of lead-partner-principle – ETC
with detailed information for all partner projects
• multi-lingual-system – ETC
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Special Requirements
• traceability of changes
data-history, reporting concerning historical deadlines/periods
• Security: - central user management
- each access is logged
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• document archive & information platform /
document management system (DMS)
for general and project related documents, accessible via Internet
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• reporting tool
for reports (with filter possibilities e.g. historical data, payment request
related data, comparison), accessible via Internet
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• user- and security management
role based user management – reading, writing, releasing;
flexible adjustment possible in relation to modules and user’s tasks
• e-application form (ETC programmes)
starting with the idea up to the official application and decision
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Experience 2007-2013 for 2014+
• team for establishing an EU-Monitoring-System
ensure the involvement of experienced content-related people,
beside IT-experts and professional project management
• content of the system (incl. work-flow,…)
to ensure a better acceptance of the demands: - involvement of
MA, IB, CA (and AA, partly)
- formal agreement by MA + IB + CA (good experience) - decision
before starting (!!) with programming & programme
implementation
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• think about user-friendliness in relation to
- how to handle the system
- content & interpretation of definition for the data fields
• regularly informal exchange of experience
- esp. between key programme-partners (MA, CA)
• DMS: supports the communication between partners
(MA, IB) during project- life-cycle
- documents may be stored (contract, FLC-report,…)
- all users may have access to them
- data import from some documents (e.g. application form)
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• task of a Central Monitoring Authority
beside maintenance of IT-system:
- training & consultancy of system users (esp. IB)
- plausibility checks of data quality & completeness
• stability of personal (esp. key persons)
• avoid changes of system’s structure & content
during programme-period
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Contact
Austria Wirtschaftsservice | ERP-Fonds
Department of EU-Affairs / Consulting
1030 Vienna Ungargasse 37
phone: +43 (1) 501 75 - 446 fax: +43 (1) 501 75 – 900
email: [email protected] / web: www.awsg.at
Elfriede Kober
phone: +43 (1) 501 75 - 466
email: [email protected]
Dagmar Schmalzbauer
phone: +43 (1) 501 75 - 417
email: [email protected]
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