Evaluation Essentials and Generating Indicators for EU Structural Funds in *

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1 Seminar Evaluation Essentials and Generating Indicators for EU Structural Funds in * Maastricht (NL), 23 October 2013 Evaluation and Monitoring of EU Structural Funds Programmes, Maastricht (NL), October 2013 European Institute of Public Administration Institut européen d administration publique Introduction * The first day is optional. It covers the essentials of evaluation, including the Evaluation Cycle, key evaluation methods and concepts, and the use of indicators and benchmarks for quantifying programmes. It also has a regional perspective on the practicalities of the results-based approach to operations. Please note that this first day will only take place if there is sufficient demand. Target group Officials from central, regional and local government, programme officers and managers, as well as project managers and developers involved with the implementation of Structural Funds projects and programmes in either or The seminar is also open to economic and social partners occupied in the Structural Funds process, such as NGOs, higher education establishments, and consultants. Description This two-stage seminar consists of illustrated presentations, group discussions and workshops: Stage 1 (Day 1) will deal with the Evaluation Cycle and evaluation terminology, as well as looking at the basic methods used for conducting ex ante programme evaluations, evaluations during the programming period, and ex post impact assessments of projects and programmes. It will consider the subject of quantifying programmes by generating indicators and look at how to set targets and budgets for priorities using cost-effectiveness benchmarks. It will cover the Europe 2020 context and the new conceptual framework for evaluation and indicators. A regional perspective on this new framework will also be provided, as well as a result-focused approach to operations. Stage 2 (Days 2 and 3) assumes that participants have the background knowledge of methods and concepts covered in Stage 1. Keynote speeches will be given by expert consultants in the field and European Commission officials. The latter will describe their new monitoring and evaluation framework and what they see as the particular challenges for Member States in the current and the next programming period. Other areas of focus will be on: key issues for ex ante, ongoing and ex post evaluations; the practical application of technical concepts; ex ante project appraisal techniques (with basic introduction to cost-benefit analysis); favoured best practice techniques in evaluation, including theory-based and counterfactual evaluations; key monitoring tasks and the need for evaluation fieldwork. We will discuss the question of measuring job creation, the difference between gross and net jobs, deadweight, displacement, and multipliers. There will be an exercise on using benchmarks for setting targets and financial allocations for priorities. Learning methodology A series of presentations will be given by regional practitioners, expert consultants and EC officials. Discussions and exchanges of experience are encouraged. 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. Objectives At the end of the seminar the participants should have a clear understanding of all the basic evaluation and monitoring requirements associated with EU cohesion policy. Participants should also have a quick general tool kit for undertaking programme and project appraisal, theory-based and counterfactual evaluations and the process of generating indicators and measuring performance.

2 Programme WEDNESDAY, 23 OCTOBER 2013* * Optional day Evaluation Essentials and Generating Indicators for EU Structural Funds in Registration of three-day participants Opening of the seminar: introduction to the objectives and methodology of the seminar Marco Lopriore, Senior Lecturer, EIPA Introduction to the Evaluation Cycle, monitoring and indicators. Including exercise with indicators wealth creation, value for money and the policy-evaluation cycle ex ante evaluations and evaluations during the programming period ex post evaluations, lessons learnt and feedback from policy-making essential monitoring tasks and generating indicators, Consultant, Edinburgh, UK (Visiting Expert EIPA) Coffee break Europe 2020, ex ante programme evaluation, setting budgets and targets. Including exercise for determining programme priorities Europe 2020 and the new strategic framework for programmes the new conceptual framework for evaluation and monitoring in method for determining the priorities of a programme ex ante evaluation of programmes using benchmarks for setting budgets and targets Lunch at Hotel Derlon Onze Lieve Vrouweplein HE Maastricht Tel.: Workshop: Using benchmarks to set budgets and targets for programme priorities Coffee break Results-based assessment and management of ESF programmes identifying objectives achieving results logic of intervention causality and theory of change Benedict Wauters, ESF Manager, Flanders Government, Antwerp (BE) Short walking tour of historic city Close of first day Reception at Hotel Derlon THURSDAY, 24 OCTOBER 2013 Evaluation and Monitoring of EU Structural Funds Programmes, (two-day seminar) Registration of two-day participants Welcome and introduction to the objectives and methodology of the seminar Marco Lopriore, Senior Lecturer, EIPA Review of first day of seminar and the new European Commission framework for indicators and priorities the evaluation cycle and methods for evaluation indicators and essential concepts used in evaluation looking forward to , Consultant, Edinburgh (UK), Visiting Expert EIPA and former National Expert DG Regio Issues in evaluation and the practical application of technical concepts key issues for ex ante, ongoing and ex post evaluations attribution, deadweight, displacement engaging stakeholders, Director, EKOS Consultants, Glasgow (UK) Coffee break Issues in evaluation and the practical application of technical concepts (cont d)

3 Programme Monitoring and evaluation of ESF : a view from the European Commission monitoring and evaluation for ESF in common indicators, programme specific indicators and the performance framework the Annual Implementation Report and SFC2014 Dr Ines Hartwig, DG Employment & Social Affairs, European Commission, Brussels (BE) Lunch at Hotel Derlon Issues in evaluation and the practical application of technical concepts (cont d) Workshop: calculating economic impacts quantifying programmes using benchmarks calculating gross and net jobs using benchmarks to calculate financial allocations and set targets Coffee break Emerging best practice for evaluation of Structural Funds programmes theory-based evaluations and logic models counter-factual evaluations ex post CBA and SROI Introduction to workshop on ex ante project appraisal Lunch at Hotel Derlon Workshop completion and feedback Seminar feedback and conclusion of the seminar Close of seminar Coffee break Monitoring tasks and an introduction to methods used for evaluations during the programming period and ex post Impact Assessments of projects (and programmes) key monitoring tasks measuring effects and impacts, understanding causality undertaking the desk research, the fieldwork, the analyses Close of second day Reception at Hotel Derlon FRIDAY, 25 OCTOBER Ex ante project appraisal techniques, major projects, revenue-generating projects project rationale and the concept of market failure feasibility, options, risk assessment, sensitivity analysis financial and economic appraisal: calculating the costs, the benefits and the rates of return calculating the grant for revenue-generating projects

4 General Information Programme and walking tour of Maastricht The programme will commence on Wednesday 23 October at and finish on Friday 25 October at Registration of participants on the first day starts at A guided walking tour in the historic centre of Maastricht is foreseen on the first day. The tour takes a maximum of 1.5 hours Seminar venue The seminar will take place at the European Institute of Public Administration, O.L. Vrouweplein 22, NL-6211 HE Maastricht, tel.: , fax: Working language The seminar will be conducted in English. Fee 1350: participation in the three-day seminar, October 950: participation in the two-day seminar, October The fee includes participation in the seminar, documentation, lunches, one or two receptions, refreshments and the guided walking tour (on the first day). Accommodation and travel costs are at the expense of the participants or their administration. EIPA offers its members a reduction of 10% of the registration fee. This reduction is available to all civil servants working for one of EIPA s member countries (i.e. AT, BE, BG, CY, CZ, DK, EE, FI, FR, DE, GR, HU, IE, IT, LT, LU, MT, NL, PL, PT, ES, SE, UK) and civil servants working for an EU institution, body or agency. Officials of the EU institutions, bodies or agencies should enquire about applicable arrangements. If you are eligible for a discount, please tick the box in the registration form. Please note that reductions cannot be accumulated. For more information, please visit EIPA s website: (FAQ - special discounts). Accommodation and travel costs are at the expense of the participants or their administration. Hotel reservations The European Institute of Public Administration has special price arrangements with a number of hotels selected by us. All hotels are within 10 minutes walking distance from EIPA. Should you wish to make use of this possibility, please book directly via the links below. Payment is to be made directly and personally to the hotel on checking out. At the time of booking, please mention in the requested field, the EIPA project number Bastion Hotel Townhouse Hotel Hotel Mabi Hotel Beaumont Hotel Derlon Meals The lunches will be served at Restaurant Derlon, O.L. Vrouweplein 6 in Maastricht. The receptions on Wednesday evening 23 October and Thursday evening 24 October will also be held at Restaurant Derlon. Should you require a special menu (e.g. vegetarian, diabetic), please inform the Programme Organiser so that this can be arranged. Registration Kindly complete the registration form and return it before 7 October 2013 to Ms Winny Curfs, Programme Organiser, European Institute of Public Administration, P.O. Box 1229, NL-6201 BE Maastricht, tel.: , fax: , w.curfs@eipa.eu. You can also submit the online registration form which can be found on EIPA s website Your name and address will be part of EIPA s database for our mailing purpose only. If you do not want to be included in our mailing database, please tick the box on the registration form. Confirmation Confirmation of registration will be forwarded to participants on receipt of the completed registration form. Payment Prior payment is a condition for participation. Please indicate the method of payment on the registration form. For cancellations received after the date indicated on the registration form we will have to charge an administration fee of 150 unless a replacement participant is found. Cancellation policy EIPA reserves the right to cancel the seminar up to 2 weeks before the starting date. EIPA accepts no responsibility for any costs incurred (travel, hotel, etc.). For EIPA s cancellation policy, please visit our website (FAQ - legal notice).

5 Registration Form Evaluation and Monitoring Of EU Structural Funds in Maastricht (NL), October 2013 Surname:... Title:... M / F First name:... Organisation:... Department:... Current position:... Work address:... Postal code & Town:... Country:... Telephone number:... Fax number:... address:... Invoice information Organisation:... Department:... Address:... Postal code & Town:... Country:... VAT number:... Your reference number:... address:... Registration Fee Closing date Project number October 2013, three-day seminar October 2013, two-day seminar October Payment The fee includes participation in the seminar, documentation, lunches, one or two reception and beverages and a guided walking tour (on 23 October) Discount of 10% (Please check first the conditions at (FAQ - special discounts)) Method of payment Bank transfer Credit card American Express card Eurocard/Mastercard Visa card Card number:... Expiry date:... /... Name card holder:... (in case this differs from above) Address card holder:... (in case this differs from above) Postal code:... Country:... (in case this differs from above) Card Validation Code:... (the last three digits on the back of your card) Exempt from VAT by virtue of Article 11, Para. 1 (o), Sub-para. 2 of the Dutch Law on VAT of 1968 Meals Vegetarian Fish allowed Other dietary requirement:... Please return the completed registration form before 7 October 2013 to: Ms Winny Curfs, European Institute of Public Administration, P.O. Box 1229,NL-6201 BE Maastricht, tel.: , fax: , w.curfs@eipa.eu Your name and address will be part of EIPA s database for our mailing purpose only. Please tick if you do not want to be included in our mailing database.