Upload
seven
View
29
Download
0
Tags:
Embed Size (px)
DESCRIPTION
V Konferencja Ewaluacyjna Warszawa, 23.10.2009. Werner Schmidt O perations Evaluation The role of ex-post evaluation an EIB perspectiv e. The role of ex-post evaluation an EIB perspective Werner Schmidt – Operations Evaluation. Presentation outline. EIB STRUCTURE, OBJECTIVES & LENDING - PowerPoint PPT Presentation
Citation preview
1
V Konferencja EwaluacyjnaV Konferencja EwaluacyjnaWarszawa, 23.10.2009Warszawa, 23.10.2009
Werner SchmidtWerner Schmidt OOperationsperations EvaluationEvaluation
The role of ex-post evaluation The role of ex-post evaluation an EIB perspectivan EIB perspectivee
The role of ex-post evaluation an EIB perspective
Werner Schmidt – Operations Evaluation
35th Evaluation Conference - Warsaw23/10/2009
Presentation outline
EIB STRUCTURE, OBJECTIVES & LENDING
EX-POST EVALUATION AND THE PROJECT CYCLE
EV Scope and objectives
Methodology and criteria
Impact on the Bank and future trends
45th Evaluation Conference - Warsaw23/10/2009
The European Investment Bank (EIB)Long-term Finance Promoting European Objectives
European Union’s long-term lending bank set up in 1958 by the Treaty of Rome.
Shareholders: 27 EU Member States
Objectives within the Union:Cohesion and convergence
Small and medium-sized enterprises (SMEs)
Environmental sustainability
Knowledge Economy
Trans-European Networks (TENs)
Sustainable, competitive and secure energy
Objectives outside the Union – support EU policy
55th Evaluation Conference - Warsaw23/10/2009
2008 Key Figures
European Union: EUR 51.5bnPartner countries: EUR 6.1bnTotal lending: EUR 57.6bn
Borrowings: EUR 59.5bn
Subscribed capital EUR 232.4bn(at 01/04/2009)
Lending target 2009 EUR 70 bn
65th Evaluation Conference - Warsaw23/10/2009
EIB Lending 1958-2008
75th Evaluation Conference - Warsaw23/10/2009
Loan signatures in the EU in 2008 (EUR m)
85th Evaluation Conference - Warsaw23/10/2009
Ex-post evaluation at the EIB
EV Scope and objectives
Methodology and criteria
Impact on the Bank and future trends
95th Evaluation Conference - Warsaw23/10/2009
The European Investment Bank (EIB)Ex-post Evaluation and the project cycle
EV is independent and carries out ex-post evaluations, focusing on how the Bank conducts its operations within the framework of EU policies ( the Treaty, Directives, Council decisions, mandates etc.) and the decisions of the EIB Governors.
The ultimate objective is to identify aspects, which could improve :
the accountability (EIB management),
transparency (stakeholders)
and operational performance (lessons learned) of the Bank’s activities in future projects.
105th Evaluation Conference - Warsaw23/10/2009
Ex post evaluation feeding back into the project cycle
Lending Strategy
Identification
Selection AppraisalContract
negotiations
ImplementationMonitoring
Self-evaluation
IndependentEx-post
Evaluation
Time frame:
self evaluation, ex post, ongoing evaluation, mid term
115th Evaluation Conference - Warsaw23/10/2009
Individual and/or thematic evaluations Strategy / mandate evaluations Mid-term reviews Joint donor evaluations Scope of activities
Type of evaluations and activities
125th Evaluation Conference - Warsaw23/10/2009
OECD/DAC criteria ECG Standards Illustration of evaluation criteria used
Relevance (first pillar of value added) Project performance (second pillar) = Effectiveness,
Efficiency, Sustainability and environmental impact EIB contribution (third pillar) EIB management of the project cycle EIB’s Investment Profitability
Evaluation methodologies and results
135th Evaluation Conference - Warsaw23/10/2009
Relevance
EffectivenessEfficiency
Sustainability
Environmental impact
MDB’s Investment Profitability
MDB’s contribution
MDB’s Work Quality
Selective use
Performance
of the
operation
oradditionality
Illustration of main criteria used
145th Evaluation Conference - Warsaw23/10/2009
EU policies – EU objectives Country objectives
EIB strategies
Project objectives
Relevance
155th Evaluation Conference - Warsaw23/10/2009
Second pillar of value added
1. Effectiveness2. Efficiency3. Sustainability4. Environmental and social impact
Project performance
165th Evaluation Conference - Warsaw23/10/2009
How do we measure project results ?Effectiveness – work duration
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Project 1 ex-anteex-post
Project 2 ex-anteex-post
Project 3 ex-anteex-post
Project 4 ex-anteex-post
Project 5 ex-anteex-post
Project 6 ex-anteex-post
Project 7 ex-anteex-post
Project 8 ex-anteex-post
Project 9 I ex-anteex-post
Project 9 II ex-anteex-post
Project 10 ex-anteex-post
ex-anteex-postExtension of works/expected completion
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Project 1 ex-anteex-post
Project 2 ex-anteex-post
Project 3 ex-anteex-post
Project 4 ex-anteex-post
Project 5 ex-anteex-post
Project 6 ex-anteex-post
Project 7 ex-anteex-post
Project 8 ex-anteex-post
Project 9 I ex-anteex-post
Project 9 II ex-anteex-post
Project 10 ex-anteex-post
ex-anteex-postExtension of works/expected completion
175th Evaluation Conference - Warsaw23/10/2009
How do we measure project results ?Efficiency - Economic Rate of Return (ERR)
-202468
101214161820
-2 0 2 4 6 8 10 12 14 16 18 20
ERR ex-ante (%)
ERR
ex-
post
(%)
11
3
2110
65
4
9
185th Evaluation Conference - Warsaw23/10/2009
Contribution of the EIB
1. Financial contribution Financial terms Catalytic effects
2. Institutional and technical contribution Conditions Technical assistance Expertise: financial and/or technical
Project performance
195th Evaluation Conference - Warsaw23/10/2009
Type of reporting Internal dissemination External dissemination :
Disclosure and confidentiality Annual reporting
Communication: EV website: intranet and internet
And use: Follow-up on recommendations
Reporting, Communication, Dissemination
205th Evaluation Conference - Warsaw23/10/2009
Evaluation activity – impact on Bank operations
Revision/Update of EIB strategies in specific sectors
Improved dissemination of EIB expertise
Improved management of the project cycle:ensure strict handling of contractual clauses
ensure quality of PCR
respect of guidelines on environment
215th Evaluation Conference - Warsaw23/10/2009
More on the Role of the EIBMore on joint evaluationsMore on learning/dissemination
Evaluation trends for the future
225th Evaluation Conference - Warsaw23/10/2009
http://www.eib.org/evaluation
Further information under