1. Ex post evaluation 2007-2014 of ERDF and CF: State of play
DG Regional and Urban Policy
Brussels, 15 January 2015
Cohesion Policy

2. Overview of work packages
No.
Work package
Responsible in REGIO evaluation unit
Data collection and quality assessment
Daniele Vidoni 1
Synthesis
Kai Stryczynski 2
Support to SMEs – Increasing Research and Innovation in SMEs and SME development
Marielle Riché 3
Financial instruments for enterprise support
Daniel Mouqué 4
Support to Large Enterprises 5
Transport
Jan-Marek Ziolkowski 6
Environment
Anette Holtmann 7
Modelling the effects of transport projects
Postponed 8
Energy efficiency
Patty Simou 9
Culture and Tourism
Samuele Dossi 10
Urban development and Social Infrastructures 11
European Territorial Cooperation
David Alba 12
Delivery system (covers also the ESF)
Ivanka Lakova 13
Geography of expenditure
Alida Staicu 14
Effect on GDP etc
Modelling: QUEST, Rhomolo,
Regional Discontinuity Design,
Propensity Score Matching 15
Communication
2015

3. WP 1: Synthesis Two interim deliverables: - Macroeconomic situation
- Regional developments
Ultimate use for synthesis report in 2016

4. WP 2: Support to SME: research & Innovation and SME development
Started July 2014, inception report accepted by Steering group last September
Consultant: CSIL (IT), CSES (UK), ZEW (DE)
First intermediate report to be examined on 23 January:
Establish the main instruments funded in 50 programmes: context, funding, logic of intervention, beneficiary SMEs, effectiveness
Pilot case study: Puglia + proposal for 7 other case studies
Proposal for 7 policy instruments (in view of 3 theorie-based evaluations)
In parallel: literature review (rationale for public support, evidence)

5. WP 2: Support to SME: research & Innovation and SME development
Next steps:
April: seminar on case studies' findings (MA, SMEs & external experts)
May: 8 case studies
October: 3 theory-based impact evaluations on 3 policy instruments
January 2016: final report
Contact: Marielle Riché

6. WP 3: Financial instruments
Equity, loan and guarantee instruments – support to enterprise only
First draft stocktaking report being finalised. Covers 12 MSs which account for 92% of support (BE, CZ, DK, DE, ES, FR, HU, IT, LT, PL, PO, UK)
Will select 9 representative case study OPs to examine initial performance, using theory of change evaluation.
Seminar in July, final report in November.

7. WP 4: Support to large enterprises
Large enterprises as defined in EU law
First draft stocktaking report being finalised. Covers 8 MSs which account for 75% of support (PO, DE, PT, ES, HU, IT, CZ, AT)
Will select 8 representative case study OPs to examine initial performance, using theory of change evaluation
Seminar in July, final report in November.

8. WP 5: Transport Consultant – AECOM + KPMG Italy
Kick-off in December 2014
1st Interim report – April 2015 (cohesion policy contribution + review of financial analysis)
2nd Interim report – August 2015 (10 major project case studies + 6 MS case studies + draft catalogue of challenges)
Seminar – October 2015 (to discuss and develop findings from the case studies)
Final report – December, 2015 (draft in November 2015)

9. WP 6: Environment
Analysis of Cohesion Policy contribution in for environmental infrastructure projects (drinking water, wastewater and waste).
Consultant – COWI
Kick-off in December 2014 and list of 40 major projects provided by the Commission
Inception report: 28 January 2015 (detailed methodology, selection of 20 projects for task 2)
Interim report by mid-March (cohesion policy contribution, review of financial analysis for 20 major projects, verifying the correctness of assumptions for operational projects and proposal for 2 pilot case studies)
All ten case studies by mid-August and catalogue of challenges by mid-September
Seminar (to discuss and verify findings) in October 2015
Final Report in December 2015

10. WP 8: Energy Efficiency
Consultant – Ramboll / Institute for European Environmental Policy
Kick-off : 13 November 2014
Inception report: (detailed methodology, proposal for case study pilot)
Interim report (Literature review / Review of ERDF/CF measures, finalised pilot case study) by mid April 2015
Remaining case studies to be submitted as they are completed, the latest by mid June 2015
Seminar (to discuss and verify findings) in June 2015
Final Report by the end of August 2015

11. WP 9: Culture and Tourism
Consultant – IRS, CSIL BOP Consulting
Kick-off : 21 August 2014
Inception report: December 2014 (detailed methodology, proposal for Survey to Managing Authorities)
Interim report (Literature review / Data analysis and sampling / survey of selected programmes) by January 2015
Pilot Case study (Regional Strategy) and 2 min—case studies (project level) by February 2015
Six case studies and 12 mini-case studies, by May 2015
Seminar (to discuss and verify findings) in September 2015
Final Report by the end of October 2015

12. WP 10: Urban Development and Social Infrastructures
Consultant – METIS
Kick-off : November 2014
Inception report: December 2014 (detailed methodology, proposal for Survey to projects Implementation Bodies)
Interim report (Distribution of Investments and reported outputs / Analysis of OPs and AIRs) by April 2015
Survey to project Implementation Bodies
Final Report by the end of September 2015

13. WP 11: ETC Consultant – ADE Kick-off : 8 January 2014
Inception report: 12 February 2015 (detailed methodology, proposal for case study pilot)
Interim report (Completion of Task 1 and case study selection) by mid May 2015
2nd Interim report (Completion of Task 2-4) by mid November 2015
Seminar (to discuss and verify findings) in mid December 2015
Final Report mid March 2016
Contact: David Alba

14. WP 12: Delivery Systems (1/2)
Delivery System is defined as:
programming, project selection, compliance with EU & national law, financial man't & control, monitoring, evaluation, reporting
Main focus : the OP level, how well (i) it translates strategic guidelines into results delivered by the policy and (ii) in terms of:
accountability, regularity, results, timeliness, responsiveness, cost
TA's performance for reinforcing administrative capacity is assessed
Data and evidence collection through: structured interviews, web-survey, case studies.

15. WP 12: Delivery Systems (2/2)
Consultant – KPMG (DE) / Prognos
A 16-months contract
Kick-off on 18 November 2014
Inception report submitted 18 December 2014 (in progress)
1st Interim report 4 March 2015
2nd Interim report by June 2015
3rd and 4th Interim reports by mid-September and mid-October 2015, respectively
Draft final report by January 2016
Final Report by the end March 2016
Contact: Ivanka Lakova

16. WP 13: Geography of expenditure
Consultant – The Vienna Institute for International Economic Studies & Ismeri Europa
8 months contract
Kick-off on 21 January 2015
Inception report by the end of January 2015 (detailed methodology for each task)
1st Interim report (Database & proposed methodology for estimates) by the end of April 2015
2nd Interim report (Database & maps & user's manual) by the end of June 2015
Draft final report by the end of July 2015 (2nd Interim Report + additional sections on tasks 5&6)
Final Report by the end of August 2015

17. WP 14c / 14d: Effect on GDP etc
Two low value contracts with econometric approaches signed
- regression discontinuity design (G Pellegrini)
- Propensity score matching (D Bondonio)
Questions:
- Effect of SF on GDP and other variables on a regional level
- Attempt to capture effect of different aid intensity on regions

18. Gentle reminder: Have you finished new evaluations?
- Finished in 2013 or 2014,
- Please send them to us:
- Title and weblink is enough!
Use:
- for ex post evaluation 2007 – 2013
- library of evaluations on INFOREGIO