Evaluation and Monitoring of EU Structural and Cohesion Funds Programmes, 2014-2020: (3-days Seminar)

17/10/2018 - 19/10/2018
Location: Prague (CZ)
Project number: 1830203

Evaluation and Monitoring of EU Structural and Cohesion Funds Programmes, 2014-2020: (3-days Seminar)

From:  1.395,00

This is a 2-stage seminar. The first part (day 1) deals with Monitoring requirements, indicators for different sectors and the Performance Framework. The second part (days 2 & 3) examines how to conduct “evaluations during the programming period” and measure impact . We focus on theory-based and counterfactual methods.

Registration for this course is closed. Take a look at our latest course: Evaluation and Monitoring of EU Structural and Cohesion Funds Programmes 2019

EU Structural and Cohesion Funds programmes will spend €350 billion in the 2014-2020 period. But will these Funds deliver Value for Money? Can we expect programmes to achieve their many objectives? How do we measure and understand the impacts? Will the key economic and social development problems have been tackled? And looking beyond 2014-2020, how radical are the new draft regulations in terms of the proposed monitoring and evaluation requirements for the 2021-2027 programming period?

This two-stage seminar examines these questions and others relating to the evaluation and monitoring of the Structural and Cohesion Funds in 2014-2020:

  • Stage 1 (Day 1) will deal with monitoring tasks, indicators and the Performance Framework. We will look at whether milestones are going to be reached by the end of 2018? We will ask whether OPs are being amended. We will review other monitoring requirements, the Annual Implementation Reports, and the overall quantification of programmes and operations using result and output indicators. The Czech Ministry of Regional Development will provide insight into progress in their programmes.
  • Stage 2 (Days 2 & 3) examines how to conduct “evaluations during the programming period”. We will look at the EU evaluation requirements and how Evaluation Plans are evolving, as well as key evaluation concepts and methods. Senior evaluation consultant-economists with vast programme experience will focus on the two recommended evaluation methods – theory-based and counterfactual evaluations – and the challenges for programme evaluations on the ground. We will also describe how to complete an ex post cost-benefit analysis (ex post CBA) for infrastructure and other large projects.
  • You will also learn how to manage evaluation studies, including aspects of fieldwork, and be aware of the typical live issues for your current / planned evaluations

How will it help you?
At the end of the seminar, participants should have a clear understanding of all the urgent evaluation and monitoring requirements associated with current programmes. Participants should also have a quick general tool kit for undertaking impact evaluations for projects and programmes. Mini-workshops and exercises are used both to develop simulations of essential elements of evaluation and monitoring to provide a clear view of good practice in the key disciplines involved.

Who will benefit most?
Officials from central, regional and local government, programme officers and managers, as well as project managers and developers involved with the implementation and evaluation of Structural and Cohesion Fund projects and programmes in 2014-2020. The seminar is also open to economic and social partners involved in Structural Funds and evaluation activities, such as NGOs, higher education establishments, and consultants.

DAY 1

 

Seminar Stage 1: Monitoring, indicators and the Performance Framework

 

WEDNESDAY 17 OCTOBER 2018

 

08.45

Registration of participants

 

 

09.15

Opening of the seminar and meeting the participants: introduction to the objectives and methodology of the seminar
Marco Lopriore, Expert, EIPA, Maastricht, Netherlands

 

 

09.30

Monitoring projects and programmes in 2014-2020 and 2021-2027

  • Intervention Logic of new programmes, result-orientation, understanding the impact chain
  • Specific objectives and result indicators, quantification of programmes
  • Key monitoring tasks, relations with projects, project visits
  • Data requirements, MIS, AIR
  • The Performance Framework
  • The draft regulations 2021-2027

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

 

 

10.45

Coffee break

 

 

11.15

Workshop and discussion: indicators by sector

  • What lessons can we learn?
  • Are we using these indicators?

Robin Smail

 

 

12.15

Is ESF achieving results?

  • ESF data requirements on participants; eligibility issues
  • ESF data collection for outputs, results; common indicators, programme-specific indicators
  • Monitoring data and evidence of results in ESF; evaluation challenges
  • Prospects for ESF in 2021-2027

Marco Lopriore

 

 

13.00

Lunch break

 

 

14.30

Case study with Performance Framework

  • should we use unit-cost benchmarks?
  • Are the indicators adequate?

Robin Smail

 

 

15.15

Coffee break

 

 

15.45

Management Challenges for Member States in collecting and managing data

  • lessons learned from the first years of implementation
  • data collection, MIS, interpreting data for the AIR
  • problems for the PF, measuring progress
  • programme amendments

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

 

 

17.00

Exercises on Unit cost benchmarks

  • setting targets, calculating budgets
  • appropriate benchmarks

Robin Smail

 

 

17.45

End of first day

 

 

DAYS 2 & 3

 

Seminar Stage 2: Evaluations during the programming period

 

THURSDAY 18 OCTOBER 2018

 

 

08.45

Registration of participants

 

 

09.00

Evaluation and measuring impact, 2014-2020

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

Robin Smail

 

 

10.15

Exercise: evaluation questions – by sector

Robin Smail

 

 

11.00

Coffee break

 

 

11.30

Evaluation methods, issues and technical concepts

  • Evaluation objectives, scope of evaluations
  • Testing the intervention rationale and logic
  • Assessing quantitative performance: theory-based evaluations, counter-factual evaluations
  • Counter-factual evaluations: randomised control trials, difference in difference, propensity score matching
  • Assessing processes, transferring ownership
  • Theory-based evaluation: logic models, theory of change, causality

Dr Iain Jenkins, Director, EKOS Consultants, Glasgow, United Kingdom

 

 

13.00

Lunch break

 

 

14.30

Workshop: Theory-based evaluation case study

  • Logic models and theory of change
  • Determining the nature and scope of an evaluation
  • Designing evaluation questionnaires

Dr. Iain Jenkins

 

 

16.00

Coffee break

 

 

16.30

Czech programme evaluation challenges

  • State of play: Czech programmes evaluation
  • Coordination of evaluation at Partnership agreement, programme and project level
  • Evaluation Plans for Czech programmes
  • Major challenges (procurement of evaluation, data issues)
  • Case-studies from European Social Fund Social Innovation priority axis

Dr. Vladimir Kváča, President, Czech Evaluation Society, Prague (Česká evaluační společnost, z.s.)

 

 

18.00

End of second day

 

 

18.30

Reception

 

 

FRIDAY 19 OCTOBER 2018

 

09.15

Ex post cost-benefit analysis, major projects, revenue-generating projects: Part 1

  • 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)
  • Risk assessment, sensitivity analysis

Robin Smail

 

 

10.45

Coffee break

 

 

11.15

Exercises with revenue-generating projects

  • Major project application forms
  • Calculating the grant for revenue-generating projects

Robin Smail

 

 

11.45

Conducting thematic evaluations in 2014-2020: evaluation plans, preparing for studies, managing studies, using the results

  • Project evaluation plans, preparing for studies
  • The Call for Proposal
  • Managing evaluations, stages of evaluations
  • Issues for evaluations, using the results

Dr. Iain Jenkins

 

 

13.15

Lunch break

 

 

14.15

Workshop: Counterfactual Evaluation case study – business support

  • Why do businesses apply for support?
  • Data collection for studies

Dr Iain Jenkins

 

 

15.15

Coffee break

 

 

15.35

Conclusions for the choice of methods and techniques

  • Theory-based evaluations: process tracing, congruence analysis, qualitative comparative analysis
  • Design of case-studies
  • Choosing methods and techniques

Dr. Vladimir Kváča

 

 

16.25

Seminar conclusions, evaluation feedback

Robin Smail

 

 

16.30

Close of seminar

Course venue
Grandior Hotel Prague – Grandior Conference Center
Na Poříčí 42
110 00
Prague Czech Republic
www.hotel-grandior.cz

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

Fee
The fee includes documentation and refreshments. Lunches, a reception or dinner are included if mentioned in the programme. Accommodation and travel costs are at the expense of the participants or their administration.

Discounts
EIPA offers a 10% 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, United Kingdom.

For all other participants, the regular fee applies.

Meals
Lunches and the reception will be served at a restaurant in town. Special dietary requirements (e.g. vegetarian, diabetic) can be indicated once you receive the confirmation of the seminar.

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 €150 for cancellations received within 15 days before the activity begins. There is no charge for qualified substitute participants. EIPA reserves the right to cancel the activity up to 2 weeks before the starting date. In that case, registration fees received will be fully reimbursed. EIPA accepts no responsibility for any costs incurred (travel, accommodation, etc.).

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