Ex-post evaluation 2007 – 2013

1. Ex-post evaluation 2007 – 2013 Completed work-packages: 8 – Energy efficiency 9 – Tourism and culture 13 – Geography of expenditure DG REGIO – Evaluation and European Semester Unit 5 November 2015

2. Work package 8 – Energy Efficiency • Some facts: • First time this sector was evaluated • Examination of 41 OPs – 6 case studies • Allocations – Increase by EUR 1.9 million over the 2007-2013 period to EUR 6 billion • Commitments – EUR 4.7 billion (94.5%) • Expenditure – 61.3%

3. Work Package 8 - Conclusions • Almost all of support (90%) in grants • More cost-efficient means to be considered in 2014-2020 (Allocation has tripled: EUR 18.4 billion) • Interventions to be supported by clear rationale • Standardised reporting and change in approach can help capture achievements and contribute to their success

4. Work Package 9: Tourism and Culture • … almost ready (in the finalizing stage) • Based on desk research, SFC data, survey of Managing Authorities (Ops>= 15 million euro), and case studies. • Evaluation questions on: rationales and strategies, allocations, interventions, implementation, monitoring and evaluation

5. … Allocations and Priorities: • At least EUR 14.4 billion ERDF resources (i.e. 5.4% of total ERDF) allocated to Tourism and Culture during 2007-2013. • 252 OPs have invested ERDF support in Culture and Tourism, 65 % of which allocated more than EUR 15 million. • Half of the surveyed OPs had a dedicated Priority Axis either for culture , or for tourism, or both. BUT … • … also in urban regeneration, SME support, sustainable transport etc.

6. … Rationale, strategy, objectives: • Rationales for ERDF interventions: support for socio-economic development and tackle market failures. • Dominant objectives: • Territorial Cooperation OPs: cultural networking; sustainable tourism, diversification • Competitiveness and Employment OPs: diversification in declining zones • Convergence OPs: cohesion, diversification, upgrading of hotels and accommodation facilities, and entrepreneurship

7. …Interventions and Progress by 2014: • Culture: 58% for preservation of cultural heritage, 35% for development of cultural infrastructure • Tourism: 55.6% allocated to other assistance to improve tourism services; 25% to hotels and restaurants (through business support and innovation) • Project completion rates: 18-67% in culture; 40-80% in Tourism

8. … Monitoring and Evaluation • Tourism: More than 100 programme-specific indicators reported in 90 OPs (Examples: Products and services; number of visitors; tourism beds and facilities; sites, monuments and infrastructure, jobs created etc.) • Culture : more than 100 indicators reported in 61 OPs (Examples: cultural sites and monuments, facilities and cultural assets modernized, participants to cultural events, jobs created etc.) • Evaluations: thematic evaluations in Podlaskie and Malta Read more on: governance models, selection processes and criteria, achievements, policy implications, effectiveness, sustainability, and value-added

9. … WP9 References: • Interim Report + Final Report • Case Studies (6+12): • Interreg IV IT-AT (Regional, Transmuseum, CicloviaAlpia Adria Radweg) • Madrid (Regional, Madrid Matadero, Centro de Arte Alcobendas) • Malta (Regional, Historical Fortifications of Malta and Gozo, Grant Scheme for Sustainable Tourism Projects by Enterprises) • Podlaskie(Regional, Opera and Philarmonics, Centre for Education of Polish Tartars) • Puglia (Regional, Buy Puglia, Puglia Sounds) • Rhone-Alpes(Regional, Espace de Promotion Parc des Oiseaux, Maison de la Lone - LoisirParc)

10. Work-package 13: Geography of expenditure Deliverables: - Final report • Collected and estimated data on the cumulative allocations to selected projects and the expenditure at the NUTS2 and NUTS3 level broken down by 86 priority theme for 2007 – 2014 • Consolidation of 2007-2014 dataset with similar data for the period 2000‑2006 at NUTS2 level • Analysis of 1994 – 1999 data produced by the ESPON study and checking the feasibility of creating a single time series from 1994 – 2014 • Maps presenting the results of data collection and estimation at NUTS3 level and of the consolidation at NUTS2 level

11. Insights: Data 2007 – 2014at NUTS3 level - about 83% of the total funding directly obtained at NUTS3 level or resulted from aggregation of data provided at a higher level of detail (e.g. project level or Local Administrative Units - LAU, former NUTS4 and NUTS5 levels) - approx. 9- 10% of total funding calculated on the basis of project location (for infrastructures) or population distribution (for services) - 7-8% of total funding estimated through statistical and econometric methods Consolidated data 2000 -2014 at NUTS2 level - some limitations due to the necessary adjustments of the NUTS codes (2003 vs 2006) and identification of a common set of priority themes - only commitments 2000-2006 data collected at the source - 2000-2006 expenditure data not available; payments estimated using the absorption rates by country and fund 1994-1999 dataset - data only on expenditures, with shortcomings such as: ununiformed amounts across countries and programmes, incomplete figures, no information if the amounts are in current or constant prices, lack of information on cohesion objectives , ERDF and CF not separable from the totals etc - it cannot be fully compared with 2000 – 2014 dataset

12. Main conclusions of the mapping exercise 2000 – 2014 -"Productive investment" more important in 2007-2013 period due to the strong increase in RTD share in total ERDF and CF investments -"Environment" investments decreased in 2007 – 2013 period compared to 2000 -2006 - "Infrastructure" - Energy investments increased in 2007 – 2013 period; no clear pattern identified for other infrastructure groups - "Tourism" – central regions decreased investments in 2007 – 2013 period; peripheral regions increased investments in 2007 – 2013.

13. Published packages: • http://ec.europa.eu/regional_policy/en/policy/evaluations/ec/2007-2013/#1 • Thank you for your attention!