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Evaluation and Monitoring of EU Structural and Cohesion Funds Programmes

New EU Structural and Cohesion Funds programmes for the period 2021-2027 have been prepared and are being agreed and implemented. Member States are setting up monitoring systems and writing Evaluation Plans for the new period. Are Member State authorities and stakeholders clear about what the New Regulations say about the new monitoring and evaluation requirements?

About this course

New EU Structural and Cohesion Funds programmes for the period 2021-2027 have been prepared and are being agreed and implemented. Member States are setting up monitoring systems and writing Evaluation Plans for the new period. Are Member State authorities and stakeholders clear about what the New Regulations say about the new monitoring and evaluation requirements?

Programme Authorities continue to conduct evaluations of their 2014-2020 programmes and projects, as well as planning evaluations for the 2021-2027 period. Are Managing Authorities collecting the best possible monitoring data and are they clear about how to measure the impact of interventions? Which evaluation methods should be used – theory-based and/or counter-factual? Where should they be using ex-post CBA?

This online course takes place over 4 half-days (mornings and afternoons):

  • Day 1 deals with monitoring tasks, indicators and the Performance Framework. A senior Czech Ministry official, Helena Barbořáková, will assess the lessons learnt from 2014-2020 and the implications of the new requirements for 2021-2027.
  • We will also examine how monitoring requirements for Cohesion Policy programmes differ from those for the Recovery and Resilience Facility and RRF National Plans.
  • Days 2-4: we examine how to conduct impact Vladimir Kváča, a leading evaluation consultant-economist, will focus on a range of theory-based and counterfactual evaluation methods – and the choices for project / programme evaluations on the ground.
  • We will also describe the key elements of how to complete an ex post cost-benefit analysis (ex post CBA) for infrastructure and other larger
  • A European Commission official will describe what progress has been made on impact evaluations in 2014-2020 and explain what is expected in 2021-2027.

You will also learn how to manage evaluation studies, including preparation of the Terms of Reference, aspects of fieldwork, and typical live issues for your current / planned evaluations. 

At the end of the course, participants should have:

  • a clear understanding of all the evaluation and monitoring requirements for current and future programmes; and
  • a quick general tool kit for undertaking impact evaluations of projects and programmes

Break-out groups, mini-workshops, exercises and videos will be used to develop simulations of essential elements of evaluation and monitoring to provide a clear view of good practice in the key disciplines involved.

A modest element of (optional) home-learning will be included in the course, to take place between the teaching days: links to technical videos will be provided, which participants can watch in their own time.

Who will benefit most?

  • officials from central, regional and local government, programme officers and managers, involved with the implementation and evaluation of Structural and Cohesion Fund projects and programmes
  • project managers and developers
  • economic and social partners involved in Structural Funds and evaluation activities, such as NGOs, higher education establishments, and consultants.

Online Course
For this online course we make use of Zoom

Programme Organiser
Ms Nancy Vermeulen
Tel: +31 43 32 96 212
n.vermeulen@eipa.eu

Discounts
EIPA member fee
EIPA offers a discount to all civil servants working for one of EIPA’s supporting countries, and civil servants working for an EU institution, body or agency

Who are the supporting countries?
Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden.

For all other participants, the regular fee applies

Early bird discount
The early bird discount is not cumulative with other discounts or promo codes, except for the EIPA member fee.

Who are the supporting countries?
Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden.

For all other participants, the regular fee applies.

Confirmation
Confirmation of registration will be forwarded to participants on receipt of the completed online registration form.

Payment
Prior payment is a condition for participation.

Cancellation policy
For administrative reasons you will be charged € 50 for cancellations received within 7 days before the activity begins. There is no charge for qualified substitute participants.

EIPA reserves the right to cancel the activity up to 1 week before the starting date. In that case, registration fees received will be fully reimbursed.

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Our experts

Expert Robin Smail
Project leader

Robin Smail

Robin Smail Training & Consultancy

Programme

DAY 1
Monitoring, indicators and the Performance Framework
08.45Opening of ZOOM platform and gathering of participants
09.00Opening of the seminar and meeting the participants: introduction to the objectives and methodology of the seminar; Meeting each other: Tour de Table

Marco Lopriore, Expert, EIPA, Maastricht, Netherlands

09.10Monitoring and reporting project and programme progress in 2014-2020 and 2021-2027

  • Programme cycle, key monitoring tasks, data requirements and challenges
  • Indicators, intervention logic, result-orientation, understanding the impact chain
  • The Performance Framework – old and new
  • Reporting in 2014-2020 and 2021-2027: moving to real-time reporting

Robin Smail, Visiting Expert EIPA and Consultant (UK/IE) (former National Expert EC, and former Senior Executive within Evaluation Division, Scottish Enterprise)

10.00Short Coffee Break
10.10Monitoring and reporting project and programme progress in 2014-2020 and 2021-2027 (continued)

  • The new OP template – baselines and setting targets
  • the Reporting template – measuring progress
  • Fund Regulation Annexes – common indicators

Robin Smail

10.30Workshop break-out groups: indicators by sector

  • What are we measuring? Programme-specific indicators by sector
  • Issues for indicators

Robin Smail

11.05Short Coffee break
11.15Measuring progress in Recovery and Resilience Facility compared to EU Cohesion

  • RRF Milestones & Targets and the 14 Common RRF Indicators  (RRF)
  • EC Scoreboard and delegated act on social expenditure in RRF

Marco Lopriore

11.45Short break and meet our guest speaker
12.00Management Challenges for Monitoring and Data collection/usage

  • lessons learned from 2014-2020: MIS, best indicators, data collection, interpreting data for reporting, programme amendments, closure of operational programme
  • lessons learned from the preparation and negotiation of 2021 – 2027: programme indicators, methodology, data collection

Ing. Helena Viktorie Barbořáková, Managing Authority, Operational Programme – Research, Development and Education, Ministry of Education, Youth and Sport, Czech Republic (CZ)

13.00Q&A
13.15End of first day
DAY 2
08.45Opening ZOOM platform
09.00Review of day 1
Evaluations during the programming period
09.05Evaluation and measuring impact, 2014-2020

  • the purpose of evaluation – criteria, measuring impact, Value for Money
  • evaluation cycle, evaluation methods, techniques
  • evaluation and monitoring requirements, 2021-2027

Robin Smail

09.50Workshop – exercise

  • Evaluation questions

Robin Smail

10.15Virtual Coffee break and meeting our Evaluation Expert
10.35Evaluation in the context of Programme Management

  • Evaluation and its neighbourhood (discussion)
  • Evaluation types and purposes
  • Evaluation stakeholders
  • Evaluation of projects and evaluation of programmes
  • Evaluation Plans and their challenges – The Czech experience
  • Internal, external and mixed team evaluations

Dr. Vladimir Kváča, former Director-General, Ministry of Labour and Social Affairs, Prague (CZ), and former President of the Czech Evaluation Society

11.30Short break
11.40Workshop: Managing evaluation studies, part 1:

  • the intervention to be evaluated,
  • the purpose of evaluation
  • evaluation stakeholders

Vladimir Kváča

12.10Evaluation questions

  • Three kinds of evaluation questions (descriptive, normative, causal)
  • Divergent and convergent phase of questions formulation
  • Asking the right questions; methods

Vladimir Kváča

12.40Workshop: Managing evaluation studies, part 2:

  • Asking the right questions; methods

Vladimir Kváča

13.15end of day 2
DAY 3
12.45Opening of ZOOM platform
13.00Choice of methods and techniques: theory-based and counter-factual evaluations

  • What limits the choice of methods?
  • Theory-based evaluations – an overview of some methods: process tracing, congruence analysis, qualitative comparative analysis
  • Design of case studies
  • Q&A

Vladimir Kváča

13.55Workshop break-out groups: Managing evaluation studies, part 3:

  • Theory of change /Causal mechanism
  • Testing the theory

Vladimir Kváča

14.25Coffee break and meet our guest speaker
14.45Impact Evaluations in 2014-2020 and proposed changes for 2021-2027

  • Member State evaluation studies 2014-2020
  • Regulation and guidance changes for the new period
  • Rationale and priorities

David Alba, Evaluation Unit, DG Regional and Urban Policy, European Commission

15.30Coffee break
15.40Counterfactual Evaluations

  • Understanding bias and importance of randomization
  • A quick inventory of counter-factual methods
  • Working with Difference-in-Difference; Propensity Score Matching
  • (Hidden) Assumptions
  • Understanding the main strategies for the identification of counterfactual and its limitations and assumptions
  • Q&A

Vladimír Kváča

16.20Workshop break-out groups: Counterfactual Evaluations

  • Choice of three levels:
    • Maths class
    • Antiviolence therapy
    • Enterprise support

Vladimír Kváča

16.45Workshop break-out groups: Counterfactual Evaluations

  • Feedback and discussion
17.15Review of Evaluation methods

Vladimír Kváča

17.30End of third day
DAY 4
Evaluation Studies; Ex post Cost-Benefit Analysis
08.45Opening of ZOOM platform
09.00Ex post cost-benefit analysis, major projects, revenue-generating projects

  • Project objectives, context and rationale, market failure, theory of change
  • Demand, feasibility, options, environmental impact assessment
  • Financial and economic appraisal: calculating the costs, the benefits (NPV, IRR for major projects)

Robin Smail

10.00Workshop: spreadsheet and discounting
10.20Short break
10.30Preparing for and Managing Evaluation Studies

  • Managing evaluations, stages of evaluation
  • Preparing for studies
  • The Call for Proposal, Terms of Reference
  • Selection and award criteria

Vladimir Kváča

11.20Virtual Coffee break
11.40Break-out groups: Preparing for and Managing Evaluation Studies

  • Deliverables
  • Using the evaluation results

Vladimir Kváča

12.25Ex post cost-benefit analysis, major projects (continued)

  • economic appraisal: calculating the costs, the benefits (NPV, IRR for major projects)
  • Risk assessment, sensitivity analysis
  • Counting jobs

Robin Smail

13.10Course conclusions, evaluation feedback
13.20Close of course
 

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Evaluation and Monitoring of EU Structural and Cohesion Funds Programmes

13 Oct 2022 - 19 Oct 2022
Online
English

Simultaneous interpretation can be offered. Contact the programme organizer for more information and conditions.

SKU: 2230208
Register before: 6 Oct 2022
 900 per attendee
 810 for EIPA members
Registration closed

Discount policy

EIPA offers a discount to all civil servants working for one of EIPA’s supporting countries, and civil servants working for an EU institution, body or agency.

Who are the supporting countries?

Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden.

For all other participants, the regular fee applies.

Early bird discount

For a limited number of training courses, EIPA offers an early bird discount.

For more information please contact us.

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SKU: 2230208
Register before: 6 Oct 2022

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