European Structural and Investment Funds
Intensive Hybrid Course |
24.11.2021 - 26.11.2021 |
Florence |
Language: English

Indicators, Monitoring and Evaluation in ESI Funds and Migration & Security Funds

The EU Multiannual Financial Framework 2021-2027 introduces new rules for monitoring and evaluating the European Structural and Investment (ESI) Funds and Migration & Security Funds. The successful management and smart implementation of these funds  relies on their programming, monitoring and evaluation. This interactive workshop will give participants the opportunity to gain theoretical and practical insights on the management and implementation of EU funds.

The event will take place as a hybrid event, which gives speakers and participants the opportunity to participate face-to-face or online.

Participants receive a certificate upon participation.

Starting from € 1.490,- (excl. VAT)

Reservation: You are welcome to reserve your seat, which is financially non-binding. For this, please drop an email to: thiemann@lexxion.eu

Cancellation: The cancellation of participation is free of charge and must be in writing up to 14 days before the start of the event. In case of no-show or cancellation later than two weeks before the date of the event, the entire event price plus VAT is due.

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Overview

The EU Multiannual Financial Framework 2021-2027 introduces new rules for monitoring and evaluating the European Structural and Investment Funds and Migration & Security Funds. The successful management and smart implementation of these funds  relies on their programming, monitoring and evaluation. This interactive workshop will give participants the opportunity to gain theoretical and practical insights on the management and implementation of EU funds. Our experts will reply to the following questions:

  • Which are the obligations of the authorities  in monitoring and evaluation processes?
  • Which indicators exist? What is their role in successful project and programme implementation?
  • How to make use of IT monitoring systems in collecting, processing and assessing of data, good practices?
  • How to set up project indicators to implement complementarities between ESI and Migration & Security Funds?
  • Which data has to be assessed for the respective evaluation?
  • Which evaluation activities can be conducted internally and which can be outsourced?
  • How to write terms of reference in organizing the procurement of evaluation services?
  • How to manage and steer the work of external evaluation experts?
  • What is the role of process and impact evaluation?
  • What are the most appropriate evaluation methodologies and for which type of operation do they apply?
  • How can beneficiaries reach targets and contribute to the collection of data?
  • What are the reporting responsibilities of the beneficiaries?
  • What should beneficiaries know about the control and audit activities of Managing and Audit Authority?
  • How can an Audit Authority include the auditing of indicators and performance in an Audit Strategy?

Target group

Representatives from public authorities in charge of management, control, monitoring, and evaluation of ESI funds as well as from Migration and Security Funds (AMIF, ISF BMVI), especially from:

  • Managing Authorities
  • Audit Authorities
  • Intermediate Bodies
  • Regional and local authorities
  • Experts from EU, national and regional Courts of Auditors
  • Ministry of Interior
  • Ministry of Migration
  • Ministry of Foreign Affairs
  • Ministry of Integration
  • Ministry of Justice
  • Ministry of Finance
  • Ministry of Labour and Social Affairs
  • Police authorities such as: Border Police, Border Control Agencies, National and Regional Police Forces
  • Experts from institutions involved in the implementation of AMIF, ISF and BMVI
  • Consultants and lawyers specialised in ESI funds as well as in AMIF, ISF, and BMVI
  • Beneficiaries of EU funded projects (private and public companies, associations, research institutes), AMIF, ISF, and BMVI
  • International, national, local associations, and networks working in European Territorial Cooperation.

Methodology

The three-day intensive course offers the possibility to meet with experts from EU institutions, Member States as well as the private sector. The different perspectives of our experienced trainers will support you in applying complex rules to your practical day-to-day work. To achieve the best results, a mix of learning methods will be applied in the course.

Our approach combines the three stages of learning to ensure that the participants obtain the best possible understanding of the applied rules:

1) Identification of the main rules and principles,
2) Appreciation of the complexities and limitation of the principles,
3) Application of the rules and principles.

The participants will be actively involved in the course. The sessions will combine presentations, case studies and discussion on practical problems. You will have ample opportunity to present your own issues and discuss them with the speakers and participants from other Member States.

Just send to us your cases and questions in advance! We will forward them to our speakers, who will include your issues in the programme and answer them during the course. All information concerning such problems and cases will be treated confidentially.

Hybrid Course

The hybrid course by Lexxion Publisher is a new combined event format, which takes place in parallel: face-to-face and online. This new event format offers participants and speakers the opportunity to attend the event live on site or online, depending on the current situation, which gives additional flexibility. Our primary goal is to provide our online participants with the same high-quality experience as participants on-the-spot. For this, we place particular emphasis on interaction. This includes virtual networking during coffee breaks, active participation in discussions and the opportunity to ask questions via chat or microphone.

We take care of your wellbeing

  • Regular cleaning of surfaces and sanitary facilities
  • Sufficient ventilation of event room
  • Recommended hand hygiene
  • Possibility to keep distance between all speakers and participants
  • Recommended mouth and nose protection

Course Material – No need to miss anything!

If you are unable to attend the course you may want to order all the presentations shown during the event. The price is € 299,- (excl. of VAT). If interested, please contact Julia Thiemann.

How to Join the Course Online

You will receive all information and a link to join the course via e-mail latest 1 day before the event.

If you have any questions in advance, please contact Julia Thiemann.

Day 1: Wednesday, 24 November

Chair of the Seminar
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
08:45

Registration and Welcome Coffee

09:15

Welcome note by Lexxion and Chair, Introduction Round

Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
09:30

Session I Indicators – a Tool to Strengthen the Result Orientation

  • The role and selection of indicators: Successful measurement of results and its limits
  • Which indicators exist and how to use them?
  • Selection and implementation of result indicators
  • Use of indicators for different levels of implementation: OPs to priority axes/single projects
  • Measurement and verification of indicators
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
10:15

Coffee Break

10:45

Session II Monitoring and Evaluation (M&E) Performance Framework in the Programming Period 2021-2027

  • The new legal framework and particular changes for Member States in comparison to 2014-2020
  • Role and significance of M&E for Operational Programmes
  • ERDF, CF, and the the Just Transition Fund
  • Stakeholders involved and share of obligations
  • Relevant terminology: input, activities, outputs, results, impact
  • Performance framework verification: expectations and consequences of Mid-term evaluation
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
12:00

Lunch Break

13:00

Session III – Monitoring

Monitoring in Practice

  • Monitoring requirements and obligations
  • Monitoring systems and IT systems
  • Collection, processing and assessment of data (which data)
  • Data collection tools
  • Monitoring through life cycle of the project
  • Measurement and verification of indicators
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
14:30

Coffee Break

15:00

Practical Exercises

  • Discussion of real life cases
  • Q&A session
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
16:30

Evaluation in Practice –Step-by-Step Perspective

  • Which activities can be conducted in-house and which can be delegated externally
  • Contracting out and cooperation with independent external evaluators: What needs to be considered?
  • Drafting Terms of Reference
  • Use of evaluation results
  • ESIF real-life ToR examples
Stanislaw Bienias President of IDEA Institute Ltd. and former Head of the National Evaluation Unit of the Polish Ministry of Regional Development, Warsaw
17:00

End of Day 1

Day 2: Thursday, 25 November

09:00

Session IV: Evaluation

Methodological Approaches in Evaluation of ESI Funds in the Programming Period 2021-2027. What has changed? (incl. coffee break at 10:30)

Theory based impact evaluation

  • What is „theory“ in theory based impact evaluation
  • Foundations of causal inference in theory based impact evaluation
  • Good practice examples & real involvement of the participants.
  • European Added Value – How to evaluate it?
  • Counterfactual impact evaluation (CIE) –What is it?
  • Random Control Trial as a “golden standard” for analysis of intervention effects
  • Quasi experimental methods as a substitute of Random Control Trial
  • Data requirements –precondition for counterfactual impact evaluation
  • Good practice examples & real involvement of the participants.

Process evaluation of ESIF implementation

  • How process evaluation helps you to increase programme efficiency?
  • What aspects of implementation process are worth to be evaluated?
  • Good practice examples & real involvement of the participants.
Stanislaw Bienias President of IDEA Institute Ltd. and former Head of the National Evaluation Unit of the Polish Ministry of Regional Development, Warsaw
Bernd Schuh Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna
12:30

Lunch Break

13:30

Audit of Performance Data in the Programming Period 2021-2027

  • New reporting rules about indicators – auditing of indicators and payments
  • Data pipeline – requirements for the potential beneficiary, the MA and the AA
Peter Vlasveld Director Vlasveld Audit & Advisory Services (VAAS) and former Head of the Audit Authority of the Netherlands, Ministry of Finance, The Hague  
14:30

Coffee Break

15:00

Performance Auditing –Perspective from the European Court of Auditors

Performance Auditing

  • Different types of audit: Financial, compliance and performance audits
  • Performance audit concepts
  • Performance audit approaches and methodologies; similarities and differences versus evaluation
  • Typical findings from Performance audits in ESIF
Kurt Bungartz Principal Auditor, European Court of Auditors, Luxembourg  
15:45

Best Practice: Performance auditing in practice –a ‚real life‘ case

Kurt Bungartz Principal Auditor, European Court of Auditors, Luxembourg  
16:30

End of Day 2

Evening programme and networking opportunity 

Day 3: Friday, 26 November

09:00

Session I: State of Play for the Audit Authorities on Migration and Security Funds 2021 – 2027

  • Comparison between 2014-2020 and 2021-2027
  • Functions of the Audit Authorities
  • Audit strategy
  • Single audit arrangements
Ivan Ramljak Head of Service for Audit of EU funds for Asylum, Migrations, Integration and Internal Security, ARPA, Croatia
10:00

Coffee Break

10:30

Session II: Audit of operations in Migration and Security Funds

  • Legal overview of audit of expenditure (COMMISSION DELEGATED REGULATION (EU) 2018/1291 of 16 May 2018) and Audit of Operations (art. 79 of the CPR)
  • Transition from Audit of expenditures to Audit of Operations (Sampling method, fieldwork, site visits, on-the-spot checks, etc.)
  • Best practice examples
Ivan Ramljak Head of Service for Audit of EU funds for Asylum, Migrations, Integration and Internal Security, ARPA, Croatia
11:30

Lunch Break

12:30

Session III: Indicators in Migration & Security Funds in the Programming Period 2021-2027. What changes for the Managing Authorities in the upcoming MFF 2021-2027?

 

 

  • The role and selection of indicators
  • Which indicators exist and how to use them?
  • Selection and implementation of output & result indicators
  • Use of indicators for implementation of Specific Objectives/National Programmes/Projects
  • Measurement and verification of indicators
  • How to set up indicators  to implementcomplementarities between Migration & Security funds and ESI Funds

Working groups: setting up of project indicators from complementarities’/synergy perspective.

Participants will work in groups. Each group ignite its own imagination in defining indicators for future monitoring & evaluation.

Krasimir Nikolov Chief Internal Auditor in the Audit Authority at the Ministry of Interior, Bulgaria
14:00

Coffee Break

14:30

Session IV: Monitoring on Migration & Security Funds in Practice

  • Transition from 2014-2020 to 2021-2027
  • Monitoring requirements & obligations
  • Monitoring systems and IT monitoring systems – best practices from Bulgaria
  • Collection, processing & assessment of data (which data)
  • Measurement and verification of indicators
Krasimir Nikolov Chief Internal Auditor in the Audit Authority at the Ministry of Interior, Bulgaria
15:00

Session V: Evaluation in Practice on Migration & Security Funds

  • Evaluation in 2021-2027 & Evaluation Plan 2021-2027
  • Which activities can be conducted in-house and which external in 2014-2020?
  • Contracting out and cooperation with independent external evaluators: What needs to be considered in 2014-2020?
  • Drafting Terms of Reference
  • Understanding the evaluation results
  • Use of evaluation results
Krasimir Nikolov Chief Internal Auditor in the Audit Authority at the Ministry of Interior, Bulgaria
15:30

End of the Event

Speakers

Bernd Schuh
Executive Director, Austrian Institute for Regional Studies and Spatial Planning (ÖIR), Vienna

More info
Stanislaw Bienias
President of IDEA Institute Ltd. and former Head of the National Evaluation Unit of the Polish Ministry of Regional Development, Warsaw

More info
Peter Vlasveld
Director Vlasveld Audit & Advisory Services (VAAS) and former Head of the Audit Authority of the Netherlands, Ministry of Finance, The Hague  

More info
Kurt Bungartz
Principal Auditor, European Court of Auditors, Luxembourg  

More info
Ivan Ramljak
Head of Service for Audit of EU funds for Asylum, Migrations, Integration and Internal Security, ARPA, Croatia

More info
Krasimir Nikolov
Chief Internal Auditor in the Audit Authority at the Ministry of Interior, Bulgaria

More info

Venue

Exclusive Venue in the Centre of Florence

n/a
Florence, Italy
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Online-Registration

Intensive Hybrid Course | 24.11.2021 - 26.11.2021 | Florence | Language: English

Do you have any COVID-19 related questions? We are happy to help!
Please contact us via e-mail events@lexxion.eu or call us at +49 30 81 45 06 0.

Participation fees for participation face-to-face in Florence:
Reduced fee for public authorities and full-time academics: € 2.230,- (excl. VAT)
Regular fee: € 2.630,- (excl. VAT)

Participation fees for online participation:
Reduced fee for public authorities and full-time academics: € 1.490,- (excl. VAT)
Regular fee: € 1.890,- (excl. VAT)

22% VAT (Italy) will be added. For online participation the following applies additionally: Customers from other EU countries with a valid VAT ID number will receive an invoice without VAT (reverse charge).

Seating limit
The number of participants in Florence is limited.

Please contact events@lexxion.eu if technical problems occur during the booking process.

 

Where do you want to participate?
Ticket Type Price Spaces
Indicators, Monitoring and Evaluation in ESI Funds and Migration & Security Funds | online
Regular fee / Reguläre Teilnahmegebühr
€1.890,00
Indicators, Monitoring and Evaluation in ESI Funds and Migration & Security Funds | online
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€1.490,00
Indicators, Monitoring and Evaluation in ESI Funds and Migration & Security Funds | in Florence
Regular fee / Reguläre Teilnahmegebühr
€2.630,00
Indicators, Monitoring and Evaluation in ESI Funds and Migration & Security Funds | in Florence
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€2.230,00










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