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beansproutscompleteSoftware and s/w Development

Dec 13, 2013 (3 years and 10 months ago)

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1

W
ORKSHOP

ON

S
TRATEGIC

P
ROGRAMMING
, M
ONITORING

AND

EVALUATION


F
OCUSING

ON

P
ERFORMANCE

AND

RE
SULTS


Madrid, 22 February 2013


Ines
Hartwig

DG Employment, Social Affairs and Inclusion


2

Performance orientation


Link to Europe 2020 is essential


Intervention logic to address challenges
identified
in
country specific
recommendations and NRP




Drafting the strategy shall not start from a blank
sheet of paper but shall be based on previous
analytical work in the context of Europe 2020

3

Indicators


They are key to monitoring


Financial, output and result


no
impact
indicators


Indicators need a definition


The Regulation establishes a legal
obligation on the Member State to process
micro data





4

Common ESF indicators


Capture outputs, immediate and longer
-
term
results


OPs shall always report against all common
indicators





Common ESF output indicators

People

Entities

-

unemployed, incl. LTU*

-

LTU*

-

inactive*

-

inactive, not in education/training*

-

employed, incl. self
-
employed*

number of projects fully or partially
implemented by social partners or
non
-
governmental organisations

-

below 25 years*

-

above 54 years*

number of projects targeting publ.
administrations or publ. services

-

with ISCED 1 or ISCED 2*

-

with ISCED 3 or ISCED 4*

-

with ISCED 5 to 8*

number of micro, small and medium
-
sized enterprises

supported

-

migrants, people with a
foreign background, minorities
(incl. marginalised communities such
as Roma)**

-

disabled**

-

other disadvantaged**

5

Common ESF result indicators

Inactive newly engaged
in job searching upon
leaving

In employment 6 months
after leaving

In education/training
upon leaving

In self
-
employment 6
months after leaving

Gaining a qualification
upon leaving

With an improved labour
market situation 6
months after leaving

In

employment upon
leaving

6

Only for a
sample of
participants.

Only reported in
2019 and 2023



7

Programme
-
specific indicators


In addition to common indicators


Result indicators linked to the supported
participant or entity

YES:

participants aged 20 or younger starting
an apprenticeship

NO:

share of young people aged 20 or younger
in apprenticeship

8

Baseline and targets


Baselines for result indicators


Cumulative target values for 2022


Targets are quantified for common indicators (in
absolute numbers or shares/rates) and quantified
or qualitative for programme
-
specific result
indicators


Example for baselines, indicators,
targets for early school leaving


Baselines:


national/regional early school leaving rate, or:


Early school leaving rate at the X% or X worst
performing schools in the region/MS


Indicators:


Output: no of schools supported


Result: no. of early school leavers at supported schools


Result Target:


early school leaving rate at supported schools, or:


Reduction of early school leaving rate at supported
schools by X% (in comparison to before support)

9

Indicator


Meas
urem
ent

Unit

Comm
on

output

indicat
or

Basel
ine

Value


Meas
.

Unit

for

Baseline

&

Target

Basel
ine

Year

Target

Value

(
2022
)

Source

of

Data

Freque
ncy

of

reporti
ng

PS RI with
quantitative
target

e.g.
Participants
aged
16
-
24 in education or
training upon leaving

No.



NA

60%

%

2014

80%

Monito
ring

1/year

PS RI without
target

e.g.
Participants
aged
16
-
24 starting an
apprenticeship

No.

NA

NA

NA

NA

NA

Monito
ring

1/year

CRI with target

e.g.
Participants
in
employment upon
leaving

No.

Below

25

years



50%

%

2014

55%

Monito
ring

1/year

ESF Result indicators

10

11

Annual Implementation reports
(AIR)


The first AIR in 2016, covering 2014 and
2015


Simplified reports in 2016, 2018, 2020,
2021, 2022


Reports of a more strategic nature in
2017, 2019 & 2023


All data needs to be provided in order for
a report to be admissible


12

Guidance documents


ESF Guidance on monitoring and evaluation


ERDF/CF Guidance on monitoring and evaluation


Guidance on ex ante evaluation (ERDF, ESF, CF)


Guidance on counterfactual impact evaluations


to
be published in December 2012


Technical paper on ESF programme
-
specific
indicators


Performance framework


13

Performance Framework (1)


Set at priority axis level, per fund and per category of
region, but consistency of the performance framework
across programmes and funds


Uses key implementation steps, financial, output and


where appropriate
-

result indicators


Milestones for 2018, targets for 2022


Milestones & Targets use a subset of the indicators
(except for implementation steps)


Indicators must be representative of the priority axis



14

Performance Framework (2)


Milestones
:


For 2016 and 2018 for indicators which are a subset of
those in the OP


Targets for 2022


Milestones and Targets:


financial indicators (2016, 2018, 2022)


key implementation steps (2016)


output indicators (2016, 2018, 2022)


result indicators (2018, 2022)


Milestones and targets report actual achievements but
can be changed if justified


15

Performance Reserve and Review


5% of resources not allocated to programmes


No competition between MS


reserve per Fund
,

Member
State
and categor
y

of region



Allocated following the review in 2019


Allocation to priority axes where milestones have been
achieved


based on Member State proposal


16

MFF Agreement

Performance Framework

All Member States shall establish a national
performance reserve for the Investment for
growth and jobs goal of cohesion policy, as well
as for EAFRD and EMFF, consisting of 7% of their
total allocation


17