Ex ante-evaluation of Bulgaria-the former Yugoslav Republic of

Macedonia IPA CBC Programme 2014-2020

Joint Working Group, Sofia 21/08/2014

Ex-ante evaluation’s main phases and deliverables

2

Contract signature and kick-

off meeting

Inception Report

Indicators

Report

Final Report 1°

Draft

Draft

Final Report

May 2014 Beginning of June 2014

End of June2014

End of July2014

May 2014

Strategic Environmental Assessment (SEA)’s main phases and deliverables

3

Contract signature and kick-

off meeting

Inception Report

Scoping

Report

Consultations on Scoping Report

Environmental

Report

May 2014 Beginning of June 2014

June2014

July2014

May 2014

Ex-ante evaluation as an iterative process

4

Managing Authority

Programming team

Joint Working Group

Relevant stakeholders

Ex-ante Evaluator

Tight cooperation with programming authoritiesTight cooperation with

programming authorities

Timely feedbacks to fit cognitive needs

Timely feedbacks to fit cognitive needs

Judgments and recommendations

Judgments and recommendations

Lessons learnt from 2007-2013 programming: Strategy is backed by a sound and

well-grounded socio-economic analysis Clear demarcation between spheres of

interventions and between Priority axes to be ensured

A border region tourism strategy which outlines destinations and services for tourism development

Soft measures and investments are well balanced

Horizontal principles duly considered programming and will be developed during OP’s life-cycle

More tailored and accountable indicators, including methods for baseline and target values, also broken down in categories where possible

Designing the Bulgaria-the former Yugoslav Republic of Macedonia IPA CBC Programme 2014-2020

5

Involvement of stakeholders: Develop strategies and propose

actions adhering to cross-border needs and demands

Strengthening a sense of collective ownership of Community Policies

Participatory pathway enabling a wide participation of cross-border stakeholders (Main steps: on-line surveys, Regional Consultative Forum, on-line consultations on Draft OP (versions 1.0 and 2.0)

Stakeholders informed about outcomes and tackling methods

On-line instruments and periodic events during Programme implementation

Ex-ante evaluation main findings: Programme strategy 1/2

6

Ex-ante evaluation main findings: Programme strategy 2/2

7

Ex-ante evaluation main findings: Horizontal principles

8

Programming phase

Horizontal principles duly taken into consideration in

preparatory works and Participatory pathway

Dialogue with the Ex ante Evaluator

Programme implementation

Horizontal principles will be taken into account in

the quality assessment for project selection

Monitor horizontal principles at programme

and project level

Breakdown indicators (where possible)

Ex-ante evaluation main findings: Financial allocation

9

Financial weighting took into account lessons learned and

needs assessment

Financial weighting took into account lessons learned and

needs assessment

Financial allocation seems to be coherent, balanced and

appropriate

Financial allocation seems to be coherent, balanced and

appropriate

Financial breakdown per Priority is consistent with identified

challenges and needs

Financial breakdown per Priority is consistent with identified

challenges and needs

Ex-ante evaluation main findings: Indicators, monitoring and evaluation 1/2

Baseline and target value Programme specific result indicators’

baseline values established where possible on past experience and budget, others to be established through ad hoc surveys

Output indicators’ target values have been established paying attention to envisaged activities, past experience and budget allocation

Need for further clarification on methods for calculating targets

Definition of Strategic Projects (and related requirements, scope and budget) essential for fine tuning the targets

Indicators The choice of foreseeing one Result

Indicator (RI) for each expected result is sharable, though they must prove not to be overambitious

The S.M.A.R.T. analysis proved result and output indicators’ suitability to monitor and verify Programme’s achievements. Nonetheless, some rooms

10

Collection of data and evaluation The arrangements for the management

and control system are explained in detail and are well structured, with a delimitation between institutional and procedural parts

More detailed/clearer criteria still need to be identified for selecting Strategic Projects

Administrative capacity The functions and responsibilities

of the bodies in charge of the management system are in line with the regulatory framework and well described

The indicative list of members of the JMC identify which are the institutions and organizations which will take part in the work of this body, though it must be completed

These adjustments should lead to the simplification of the JMC

The Programme may involve advisory bodies in the work of the JMC

Ex-ante evaluation main findings: Indicators, monitoring and evaluation 2/2

11

Ex-ante Evaluation’s main recommendations on Draft Final OP

(version 3.2 – August 2014)

12

Procedural improvement

Clarify synergies between SOs related to competitiveness during the implementation

Describe functions of JTS so as to enable its simplification

Programme strategy

Indicators, monitoring and evaluation

Administrative capacity

Lessons learnt from 2007-2013

Using project forms to monitor implementation & cross cutting issues

Methodology Iterative process with programming team

and cooperation with Ex-ante Evaluator Literary review of EC guidance

documents and reports on the application of the SEA Directive as well as national specific legislation, manuals and guidelines developed by Bulgaria and Turkey

Analysis on Draft OP

Objectives Assessing possible impacts on the

environment of the Bulgaria-Turkey IPA CBC Programme 2014-2020 (Directive 2001/42/EC and national legislation), taking into account cross-border nature of proposed intervention

Providing a qualitative description on the positive and possible negative effects on the environment at SO level

Drawing recommendations to prevent and reduce and as fully as possible any significant adverse effects during the implementation the Programme

Strategic Environmental Assessment (SEA)

13

Main steps Scoping Report Consultations on Scoping Report (June

2014) Draft Environmental Report Consultations of the Draft of the

Environmental Report (underway) SEA (to be annexed to OP)

THANKS FOR YOUR ATTENTION!

Vincenzo Angrisani angrisani@lattanziogroup.euVirgilio Buscemi buscemi@lattanziogroup.euFrancesca Solca solca@lattanziogroup.euFederico Benvenuti benvenuti@lattanziogroup.eu

LATTANZIO GROUPHead Office Via Nazionale, 89A – 00814 Roma (Italia)

Tel. +39 06 58300195 – fax +39 06 5813174www.lattanziogroup.euinfo@lattanziogroup.eu