1. Monitoring and evaluation provisions of the proposed ESF+ (and CPR)
Jeannette Monier
DG Employment, Social Affairs and Inclusion
Evaluation and Impact Assessment Unit
ESF evaluation partnership meeting, 13 June 2018, Athens

2. AGENDA
What were the guiding principles for the shared management strand?
What remains unchanged and what changes compared to the current rules?

3. What were the guiding principles?
Stability
Keep what adds value
Simplification
Changes to reduce burden
while allowing for accountability and results orientation

4. Programming
1 general objective for ESF+ (ex-4 TO): a more social Europe
11 specific objectives
Consistency and concentration
General objectives: article 4 (1)(d) CPR
Specific objectives article article 4 (1) ESF+
Consistency and concentration article 7 (1) ESF+
Earmarking article 7(3) (4) (5) ESF+
CSR article 7(2) ESF+
Innovation article 13 (4) ESF+

5. Programming
Earmarking social inclusion, youth, material assistance, outermost regions
Appropriate amount for addressing CSRs and Semester
Increased co-financing for innovative actions
General objectives: article 4 (1)(d) CPR
Specific objectives article article 4 (1) ESF+
Consistency and concentration article 7 (1) ESF+
Earmarking article 7(3) (4) (5) ESF+
CSR article 7(2) ESF+
Innovation article 13 (4) ESF+

6. Programming
No Ex-ante conditionality on statistical systems+result indicators
Policy enabling conditions, continued application
No more compulsory ex-ante evaluation (except Financial Instruments “ex-ante assessment”)
Performance framework, milestones, final targets, method: article 12, 13 CPR
FI article 52(3) CPR

7. Programming
No more performance reserve, all programme indicators build the performance framework
Milestones and final targets
Method for target setting made available on request of COM
Use of common indicators for target setting where possible
Reprogramming after 5 Y for last 2 Y
Performance framework, milestones, final targets, method: article 12, 13 CPR
FI article 52(3) CPR

8. Reporting
No more AIR, but annual performance review and final performance report
Structured data 6 times a year (material deprivation only once)
Commission is an advisor in the Monitoring Committee
Reduction of burden, more up to date data
Annual performance review article 36 CPR
Data= costs and performance data article 37 CPR
Advisor article 34 CPR

9. Material assistance FEAD integrated in ESF+
But proportionality maintained
And some further reduction of reporting requirements
Wuith derogations from CPR and psecific provisions in ESF+ part II chapter 3

10. Evaluation Evaluation plan
Each evaluation by MS shall assess effectiveness, efficiency, relevance, coherence and EU added value
Also impact evaluation by MS of each programme by 6/2029
All evaluations have to be published on a dedicated website of the MA
Mid-term evaluation by the Commission by end 2024
Each evalujation article 39 (1) CPR
Impact article 39 (2)
Mid-term article 40 CPR