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V Konferencja Ewaluacyjna Warszawa, 23.10.2009

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

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V Konferencja Ewaluacyjna Warszawa, 23.10.2009

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  1. V Konferencja EwaluacyjnaWarszawa, 23.10.2009 Werner Schmidt OperationsEvaluation The role of ex-post evaluation an EIB perspective

  2. The role of ex-post evaluation an EIB perspectiveWerner Schmidt – Operations Evaluation

  3. 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 5th Evaluation Conference - Warsaw

  4. 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 5th Evaluation Conference - Warsaw

  5. 2008 Key Figures • European Union: EUR 51.5bn • Partner countries: EUR 6.1bn • Total lending: EUR 57.6bn • Borrowings: EUR 59.5bn • Subscribed capital EUR 232.4bn(at 01/04/2009) Lending target 2009 EUR 70 bn 5th Evaluation Conference - Warsaw

  6. EIB Lending 1958-2008 5th Evaluation Conference - Warsaw

  7. Loan signatures in the EU in 2008 (EUR m) 5th Evaluation Conference - Warsaw

  8. Ex-post evaluation at the EIB • EV Scope and objectives • Methodology and criteria • Impact on the Bank and future trends 5th Evaluation Conference - Warsaw

  9. 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. 5th Evaluation Conference - Warsaw

  10. Ex post evaluation feeding back into the project cycle Lending Strategy Identification Selection Appraisal Contractnegotiations Implementation Monitoring Self-evaluation Independent Ex-post Evaluation Time frame: self evaluation, ex post, ongoing evaluation, mid term 5th Evaluation Conference - Warsaw

  11. Individual and/or thematic evaluations Strategy / mandate evaluations Mid-term reviews Joint donor evaluations Scope of activities Type of evaluations and activities 5th Evaluation Conference - Warsaw

  12. 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 5th Evaluation Conference - Warsaw

  13. MDB’s Work Quality MDB’s contribution MDB’s Investment Profitability Illustration of main criteria used or additionality Relevance Effectiveness Efficiency Sustainability Environmental impact Performance of the operation Selective use 5th Evaluation Conference - Warsaw

  14. Relevance EU policies – EU objectives Country objectives EIB strategies Project objectives 5th Evaluation Conference - Warsaw

  15. Project performance Second pillar of value added • Effectiveness • Efficiency • Sustainability • Environmental and social impact 5th Evaluation Conference - Warsaw

  16. How do we measure project results ?Effectiveness – work duration 5th Evaluation Conference - Warsaw

  17. How do we measure project results ?Efficiency - Economic Rate of Return (ERR) 5th Evaluation Conference - Warsaw

  18. Project performance Contribution of the EIB • Financial contribution • Financial terms • Catalytic effects • Institutional and technical contribution • Conditions • Technical assistance • Expertise: financial and/or technical 5th Evaluation Conference - Warsaw

  19. 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 5th Evaluation Conference - Warsaw

  20. 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 5th Evaluation Conference - Warsaw

  21. More on the Role of the EIB More on joint evaluations More on learning/dissemination Evaluation trends for the future 5th Evaluation Conference - Warsaw

  22. http://www.eib.org/evaluation Further information under 5th Evaluation Conference - Warsaw

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