Indicators – intervention logic,
differences (2007-2013 vs. 2014-2020
programming period, ESF vs. ERDF)
Piotr Wolski
Marshall’s Office
Zachodniopomorskie Region, Poland
Indicators
Legal framework 2014-2020
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Europe 2020 strategy
Regulation (EU) No 1303/2013 (CPR, GAC7),
Regulation (EU) No 1301/2013 (ERDF),
Regulation (EU) No 1304/2013 (ESF),
Implementing Regulation (EU) No 288/2014
programme template,
• Implementing Regulation (EU) No 215/2014
performance framework,
• and many more…
Europe 2020 strategy
• Union strategy for smart, sustainable and
inclusive growth
• Concentrated on evidence based policy,
• Common goals of all European funds,
• Clear logic of intervention aimed at achieving
agreed goals.
• Goals measured by indicators on level of the
Europe.
Intervention logic
• An operational programme is consisting of priority
axes,
• Axes are consisting of investment priorities,
• Priorities have their objectives,
• Objectives correspond to result indicators,
• Planned actions are described by output indicators,
• Performance framework setting milestones for 2018,
including fiancial indicator,
• Breakdown of resources to categories of intervention.
Aim of the axis
Investment
Priority
Objective
Result indicator
Output indicator
Investment
Priority
Objective
Result indicator
Investment
Priority
Objective
Objective
Objective
Objective
Result indicator
Output indicator
Output indicator
Performance framework
Output indicators
KIS
Financial indicator
Milestones for 2018
Targets for 2023
Performance framework
• Established by CPR and detailed by 215/2014.
• Must consist of output indicators and financial
indicator,
• Outputs must cover no less than 50% of allocation,
• May include key implementing steps,
• Will be reviewed at end of 2018,
• Less than 85% of achievement is a failure,
• Less than 65% is a major failure,
• In case of failure the funds will be relocated to other
axis or programme (only to ring-fenced TO).
Indicators ERDF
• Result indicators – strategic, based on public
staistics. Must have baseline and target value.
• Immediate results (optional) – a year after
completion of the project,
• Output indicators – immediate.
Indicators ESF
• Result indicators – strategic, based on public
staistics.
• Longer-term result indicators for participants
(6 months),
• Immediate results for entities,
• Immediate results for participants,
• Output indicators for entities,
• Output indicators for participants.
General ex ante conditionality 7
Arrangements for timely collection and aggregation of statistical data
with the following elements are in place:
– the identification of sources and mechanisms to ensure statistical
validation;
– arrangements for publication and public availability of aggregated
data;
• An effective system of result indicators including:
– the selection of result indicators for each programme providing
information on what motivates the selection of policy actions financed
by the programme;
– the establishment of targets for these indicators;
– the consistency of each indicator with the following requisites:
robustness and statistical validation, clarity of normative
interpretation, responsiveness to policy, timely collection of data;
– Procedures in place to ensure that all operations financed by the
programme adopt an effective system of indicators.
Indicators in Poland 2014-2020
• Ministry of Regional Development prepared
„Instruction on preparation of paper version of
programmes” basing on template from Regulation no.
288/2014.
• Common List of Key Indicators was prepared and
consulted with all MA (it still evolves).
• There are only result and output indicators.
• MA’s are obliged to use Polish
common indicators where appropriate but
can add their’s own.
• MRD’s Guidelines for monitoring are
in force.
Indicators in Poland
• Every indicator on a Common List of Key
Indicators have it’s own description and
simple methodology of calculation and
monitoring.
• If an institution wants to add another
indicator, it must have full description.
• It ensures consistency.
• Regions can choose other regions indicatiors,
if’d find them useful.
In Zachodniopomorskie
• Every operation provides data in sustainability
period.
• In these reports data of every consecutive
year are collected.
• Not achieving declared levels can lead to
corrections.