Brussels 13.November.2008

1. PORTUGUESE NSRF AND OP GLOBAL EVALUATION PLAN2007-2013 Brussels13.November.2008 Joaquim Bernardo Coordenador Adjunto do Observatório do QREN Deputy Coordinator of the NSRF Observatory joaquim.bernardo@observatorio.pt

2.  PORTUGUESE NSRF 2007-2013 - OVERVIEW • THE INVESTMENT • 21.5 M€ of EU Funds, 29.2 M€ of public expenditure and 44 M€ with private investment (current prices) • MAIN STRATEGIC PRIORITIES • Develop the skills of Portuguese - men and women; • Promote sustained growth; • Guarantee social cohesion; • Ensure the qualification of the territory and the cities; • Improve the efficiency of governance. • OPERATIONAL • PROGRAMMES NSRF and OP Global Evaluation Plan 2007-2013

3. OVERALL APPROACH TO EVALUATION The Portuguese NSRF and OP Global Evaluation Plan (GEP) 2007-2013 is based on an approach to evaluation that assumes the major importance of bridging Noneoftheseissuesisindependentfromoneanother, so the maingoalof the GEP is to INTEGRATE AND ARTICULATE THE EVALUATION NEEDS OF ALL NSRF AND OP STAKEHOLDERS, IN A SINGLE PLAN, SO IT’S POSSIBLE TO HAVE A GENERAL PERSPECTIVE OF THE MAIN AREAS OF INTEREST OF THE NSRF ORGANIZATIONAL LANDSCAPE AND AVOID REPEATED EXERCISES. NSRF and OP Global Evaluation Plan 2007-2013

4. OVERALL APPROACH TO EVALUATION Ministries OP Ministerial Coordination Committees NSRF Ministerial Coordination Committee NSRF Observatory Coordination Managing Authorities of the OP National Coordination Authorities of the ERDF, Coehesion Fund (IFDR) and ESF (IGFSE) Evaluation Network Monitoring Committees Other Stakeholders NSRF and OP Global Evaluation Plan 2007-2013

5. OVERALL APPROACH TO EVALUATION The Global Evaluation Plan 2007-2013 join together a very significant number of evaluation exercises, all of them with the same values approach: • These exercises are organized in two types of evaluation: • Strategic Evaluation • Operational Evaluation • But strategic evaluations should produce operationalconsequences and vice-versa NSRF and OP Global Evaluation Plan 2007-2013

6. EVALUATION SCOPE • The Global Evaluation Plan 2007-2013 has a very large scope, including the following topics: • Main issuescovered: Qualification of the portuguese population, Sustained growth, Social cohesion, Qualification of the cities and the territory and Governance efficiency – connected with the main priorities • Funds actually spent: Structural Funds, Cohesion Fund, National Public Expenditure, Private Investment • Time period: 2007-2013, with at least annual revision (dynamic/flexible planning) • Geographical coverage:National, with a regional and/or transnational focus when necessary • Target groups: Governmental institutions, Public Administration, Enterprises and their associations, Municipalities and their associations, Civil Society • organizations, citizens in general NSRF and OP Global Evaluation Plan 2007-2013

7. MAIN EVALUATIONS PLANNED AND TIMING NSRF and OP Global Evaluation Plan 2007-2013

8.  MAIN EVALUATIONS PLANNED AND TIMING NSRF and OP Global Evaluation Plan 2007-2013

9.  MAIN EVALUATIONS PLANNED AND TIMING Major stages and objectives/aims of the on-going evaluations planned in the GEP: Operational evaluation stage (mainly 2009)- improve the strategic and operational management of the OP (information diffusion, selection criteria, monitoring, regulations, etc.) and/or of specific thematic areas of the NSRF. Focalized strategic evaluations stage (2009-2010)– global view of the NSRF implementation and macro-economic impacts, namely in order to contribute to the portuguese report containing information on the contribution of the OP to the cohesion policy. Mid term evaluations stage (2010 and mainly 2011) – global view of the performance of the OP and NSRF (intermediate results and impacts), in order to examine and, if necessary, review them (article 33.º of the regulation (CE) n.º 1083/2006). Global strategic evaluation stage (2012...) –general evaluations of the performance of the NSRF, manly to support the preparation of the next cycle of structural policies in Portugal. NSRF and OP Global Evaluation Plan 2007-2013

10. MONITORING AND EVALUATION Project life cycle Strategic Operational Effects Global Evaluation Plan Impact Analysis Outcomes(results) Outputs Operation Context/Environment Financial Execution Applyment SelectionProcess NSRF (2007-2013) Programmation NSRF and OP Global Evaluation Plan 2007-2013

11. USE OF EVALUATION RESULTS • Based on a learning and improvement approach, the evaluation results will be used mainly to: • Analyse the impacts of the structural funds and the cohesion fund; • Determine whether any adjustments are necessary to improve programme effectiveness in: • Programme strategy; • Results and resources framework; • Regulamentary framework; • Activities… • Increase awareness and accountability on achievements; • Contribute to ex-post evaluations with valid information. NSRF and OP Global Evaluation Plan 2007-2013

12. IMPLEMENTATION AND METAEVALUATION • Main concerns: • Launch and follow-up the evaluation exercises (one monitoring team for each exercise, including a representative of the NSRF Observatory); • Contribute to the development of the evaluation market and methodologies • Plan a metaevaluation. We believe that the evaluation itself should be formatively and summatively evaluated against its own goals, objectives, principals and standards of utility, feasibility, property and accuracy, so that its conduct is appropriately guided and stakeholders can closely examine its strengths and weaknesses. NSRF and OP Global Evaluation Plan 2007-2013

13. PORTUGUESE NSRF AND OP GLOBAL EVALUATION PLAN2007-2013 Brussels13.November.2008 Thank you for your kind attention (For more information of the Portuguese NSRF www.qren.pt) joaquim.bernardo@observatorio.pt