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Title: Phare Environment Thematic Evaluation : Phare Ex Post Evaluation. Phase 3, Thematic Evaluation: Environment
Abstract
The purpose of this ex post thematic evaluation is to review 1999-2001 Phare environment programmes and post-2001 allocations to Phare environment programmes. Its overall objective is to provide accountability with respect to the use of European Commission funds,and lessons learned for decision-making on improvements in pre-accession aid to remaining and future candidate countries....The purpose of this ex post thematic evaluation is to review 1999-2001 Phare environment programmes as well as post-2001 allocations to Phare environment programmes. It forms part of a broader Phare ex post evaluation exercise that covers Phare multi-beneficiary programmes(Phase 1), national and cross border co-operation programmes (Phase 2), and the thematic evaluations (Phase 3).This report was prepared during April and June 2006,1 and took account of developments up to and including the end of May 2006. The evaluation is based on an analysis of documents provided at the start, during and on completion of the Programmes, including previous ex post and interim evaluations, and on interviews with beneficiaries and stakeholders. It examines the performance of the programmes in addressing the objectives stated in the formal programming documents, provides a general assessment of the programmes and draws conclusions and lessons learned from them.Following a sample approach this evaluation had its geographical focus on Bulgaria and Romania and three 2004 new member states (Latvia, Poland and Slovenia).[Author vide copyright]
Table of Contents
GLOSSARY OF ACRONYMS
PREFACE
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1. Objectives
1.2. Background and Context
1.3. Evaluation Questions
1.4. Sources of evidence and sample project database
1.5. Limitations affecting the evaluation
2. STRATEGY, IMPLEMENTATION AND EFFECTS
2.1. Assistance followed pre-accession strategy closely but was hampered by weak design
2.2. Coverage of the components of the environment acquis was not well balanced
2.3. Cost-effectiveness improved with time but was hampered by inefficient procedures
2.4. Considerable catalytic effect with both ISPA and other donor funds
2.5. Assistance was a successful agent for change, but wider impact was limited
2.6. A good basis for sustainability was established
2.7. Positive but moderate contribution to economic and social cohesion
2.8. Assistance supported Environmental Policy Integration indirectly
2.9. Phare assistance has generally performed well but there is still much to do
3. CONCLUSIONS, LESSONS LEARNED AND RECOMMENDATIONS
3.1. Conclusions
3.2. Recommendations
3.3. Lessons learned
ANNEXES
Annex 1. Terms of Reference
Annex 2. Distribution of Phare environment funding by country and by
Annex 3. Phare environment projects in database
Annex 4. Environmental expenditure in the public sector
Annex 5. Typical Phare environment outputs
Annex 6. May 2006 Monitoring Reports on Bulgaria and Romania
Annex 7. World Bank Indicators 2005 – Environment Government Commitment
Annex 8. List of Documents
Annex 9. List of Interviews
Author (Corp. Body): MWH Consortium
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2007
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: evaluationBulgariadevelopment aidEUjoining of the European UnionLatviaPolandprogram
RomaniaSloveniaenvironmental protection
Subject: Aid programmesEuropean Community funds and financial instruments. EIB
Countries Scheme: Europe. General ResourcesLatviaPolandBulgariaRomaniaSlovenia
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Title: Small and Medium-Sized Enterprise Finance Facility : Phare Ex post Evaluation. Phase 1, Multi- Beneficiary Programmes:
Small and Medium-Sized Enterprise Finance Facility
Abstract
The overall objective of this ex post evaluation is to provide accountability with respect to the use of European Commission funds, and lessons learned for decision making on improvements to the Small and Medium-Sized Enterprise Finance Facility (the Facility) for remaining and future candidate countries. The purpose of the evaluation is to review 1999-2001 Facility programmes as well as the design and performance of the Phare allocations in the 2002-2005 period....This ex post evaluation report has been prepared by the MWH Consortium during the period January-March 2006, and reflects the situation at 31 May 2006. It examines the performance of the programmes in addressing the objectives stated in the formal programming documents, provides a general assessment of the programmes and draws conclusions and lessons learnt from them.The evaluation is based on analysis of documents provided by the Commission Services and the participating international financial institutions, as well as interviews with, and questionnaires to, participating banks, financial intermediaries and leasing companies in the new EU member states, Bulgaria and Romania.[Author vide copyright]
Table of Contents
GLOSSARY OF ACRONYMS
GLOSSARY OF TERMS USED
PREFACE
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1 Objectives
1.2 Background and Context
1.3 Evaluation Methodology
2. PERFORMANCE OF THE FACILITY
2.1 Grant support to the Facility was highly relevant for the first years, but its relevance declined over time
2.2 Outputs were delivered effectively by the IFIs, and benefits from grant support were obtained in earlystages, but these diminished over time
2.3 TA delivered immediate impacts, but intermediate and wider impacts of the Facility were limited
2.4 Long-term sustainability of the Facility assistance is marginal
3. THEMATIC/ CROSSCUTTING FINDINGS
3.1 Catalytic effects of the grant support to the Facility diminished over time
3.2 Additionality in line with the Phare definition has also declined over time
3.3 Little linkage or complementarity with other support measures for SMEs
3.4 Multi-country programme delivery has been appropriate but the absence of a tailor-made approachconstrained benefits
4. CONCLUSIONS AND RECOMMENDATIONS
4.1 Conclusions
4.2 Recommendations
ANNEXES
Annex 1. Terms of Reference
Annex 2. Evaluation Plan
Annex 3. Follow-Up to Recommendations of Previous Report
Annex 4. List of Participating Financial Institutions Interviewed
Annex 5. Questionnaire
Annex 6. Note on Interview Methodology
Annex 7. Reconstructed Intervention Logic for the Facility
Annex 8. Overview of the Facility Objectives 1999-2005
Annex 9. Overview of the Facility Operations 1999-2005
Annex 10. Achievement of Immediate Objectives 1999-2005
Annex 11. List of Interviews
Annex 12. List of Documents Consulted
Author (Corp. Body): MWH Consortium
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2007
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: evaluationBulgariadevelopment aidEUjoining of the European Unionfundingsmall-scale businessmedium-sized firm
Romania
Subject: Aid programmesEuropean Community funds and financial instruments. EIBEuropean Community external relations
Countries Scheme: Europe. General ResourcesBulgariaRomania
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Title: Support to the Agriculture sector : Thematic Evaluation Report of the European Union Phare Programme ; Phare from
Pre-Accession to Accession
Abstract
This report’s key objective is to deduce from the experiences of recent and present Phare-supported candidates, with particular reference to Bulgaria and Romania, recommendations for the way in which a candidate country should best be supported (i) to enable its public administration to adopt, implement and enforce the agricultural acquis and (ii) to enable its farmers and other rural stakeholders to benefit from the EU funds available to them on accession.[Author vide copyright]
Table of Contents
TABLE OF CONTENTS
GLOSSARY OF ACRONYMS
PREFACE
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1 Background
1.2 Objective of the Thematic Report
1.3 Methodology1.5 Follow-up of Recommendations from the previous Thematic Report
2. STRATEGY, IMPLEMENTATION AND RESULTS
2.1 CAP preparation was a complex and moving target
2.2 Phare support to CAP preparation increased greatly after 2003
2.3 Phare support strategy has been Commission-driven
2.4 National CAP planning is now crisis management
2.5 Public administration for CAP is far from ready
2.6 Phare implementation capacity has been weak
2.7 Phare has catalysed national efforts
2.8 Overall, despite Phare support, CAP arrangements are not installed in time
3. REMAINING CHALLENGES
4. CONCLUSIONS IN RELATIONS TO EVALUATION QUESTIONS
5. RECOMMENDATIONS IN RELATION TO PERFORMANCE AND LESSONS LEARNED
ANNEXES
Annex 1 – Terms of Reference for the Thematic Report
Annex 2 – Phare programmes and projects database 1998-2004
Annex 3 – IE ratings of Phare agriculture projects
Annex 4 – Recommendations from the previous Thematic Review – still valid
Annex 5 – Organigrams for central and regional administrations
Annex 6 - Comprehensive monitoring reports 2005
Annex 7 – List of interviews
Annex 8 – Summary responses from NMS interviews
Annex 9 – List of documents reviewed
Author (Corp. Body): ECOTEC Research and Consulting Limited, Birmingham
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2006
ISBN / ISSN / Kat.Nr: ZZ/AGR/0537
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: agricultural policyBulgariadevelopment aidEUjoining of the European Unionfundingpromotional programagricultural development
Romaniaadministration
Subject: Aid programmesEuropean Community funds and financial instruments. EIBAgricultural policy. Agricultural development
Countries Scheme: Europe. General ResourcesBulgariaRomania
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Title: Support to the Justice and Home Affairs Acquis : Thematic Evaluation Report of the European Union Phare Programme ;
Phare from Pre-Accession to Accession
Abstract
This report’s key objectives are to evaluate the contribution which the Phare programme has made to the legal alignment, implementation and enforcement of the Justice & Home Affairs acquis in the New Member States and in the two remaining Phare beneficiary candidate countries, Bulgaria and Romania, and to identify lessons learned, draw conclusions and make recommendations relevant to the planning and management of Phare programming in Bulgaria and Romania and to support to other present and future candidates.[Author vide copyright]
Table of Contents
TABLE OF CONTENTS
GLOSSARY OF ACRONYMS
PREFACE
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1. Background
1.2. Context
1.3. Scope of the Report
1.4. Objectives of the Report
1.5. Evaluation questions
1.6. Methodology
1.7. Previous Studies
2. PHARE STRATEGY, IMPLEMENTATION AND RESULTS
2.1. Phare Strategy
2.2. Implementation
2.3. Results
3. REMAINING CHALLENGES
4. CONCLUSIONS AND RECOMMENDATIONS
4.1. Conclusions on the scope and target of JHA to be supported by Phare
4.2. Conclusions on Phare achievements
4.3. Recommendations
ANNEXES
Annex 1. Terms of Reference
Annex 2. Questionnaire
Annex 3. Questionnaire results’ summary
Annex 4. Phare programmes & projects in database
Annex 5. Phare allocations to database projects
Annex 6. Interim Evaluations covering database projects
Annex 7. Persons interviewed
Author (Corp. Body): ECOTEC Research and Consulting Limited, Birmingham
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2006
ISBN / ISSN / Kat.Nr: ZZ/JHA/0533
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: adaptationBulgariadevelopment aidEUjoining of the European Unionfundingpromotional programdomestic policy
judiciarylawRomania
Subject: Aid programmesEuropean Community funds and financial instruments. EIBLaw. Jurisprudence. Legal systemsPublic administration. Executive powerAdministration of justice
Countries Scheme: Europe. General ResourcesBulgariaRomania
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Title: Support to Public Administrative and Judicial Capacity in Bulgaria and Romania : Thematic Evaluation Report of the
European Union Phare Programme ; Phare from Pre-Accession to Accession
Abstract
This report’s key objectives are to evaluate the contribution which the Phare programme has made to the transposition, implementation and enforcement of ‘horizontal’ Public Administrative and Judicial Capacity (PAJC) development in Bulgaria and Romania, and to identify lessons learned, draw conclusions and make recommendations relevant to the planning and management of Phare programming in Bulgaria and Romania and of support to other present and future candidates.[Author vide copyright]
Table of Contents
TABLE OF CONTENTS
PREFACE
GLOSSARY OF ACRONYMS
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1. Context
1.2. Objectives
1.3. Scope and methodology
2. STRATEGY,IMPLEMENTATION AND RESULTS STRATEGY
2.1. Phare Support Strategy for PAJC has not been strategically conceived
2.2. Support strategy has been embodied in Phare working documents
2.3. Recently, national strategies for PAJC have been prepared
2.4. Since 2002, the emphasis of Phare support to PAJC has shifted
2.5. Strategic requirements strain national administrative capacity
2.6. Candidates have not benefited from lessons learned in New Member States
IMPLEMENTATION
2.7. Phare has given substantial financial support to PAJC
2.8. PAJC horizontal topic coverage has been comprehensive
2.9. PAJC building is overloading national capacity
RESULTS
2.10. Interim Evaluation rates Phare projects slightly positive overall
2.11. Progress in horizontal PAJC has yet to reflect Phare’s ongoing contribution
3. REMAINING CHALLENGES
4. CONCLUSIONS AND RECOMMENDATIONS
4.1. Conclusions
4.2. Recommendations
ANNEXES
Annex 1. Terms of Reference
Annex 2. Phare Programmes & Projects in PAJC Database
Annex 3. Phare Allocations for PAJC in Bulgaria and Romania; 1998-2006
Annex 4. Progression on horizontal PAJC issues in Bulgaria and Romania; 2002-05
Annex 5. Interim Evaluations covering PAJC Database Projects
Annex 6. Interim Evaluation Ratings
Annex 7. Persons Interviewed
Annex 8. Documentation
Author (Corp. Body): ECOTEC Research and Consulting Limited, Birmingham
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2006
ISBN / ISSN / Kat.Nr: ZZ/PAJC/0536
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: adaptationBulgariadevelopment aidEUjoining of the European Unionfundingpromotional programlegal proceedings
judicial administrationcapacitypublic administrationRomania
Subject: Aid programmesEuropean Community funds and financial instruments. EIBLaw. Jurisprudence. Legal systemsPublic administration. Executive powerAdministration of justice
Countries Scheme: Europe. General ResourcesBulgariaRomania
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Title: Review of the European Union Phare Assistance to Roma Minorities : Thematic evaluation ; Phare Support Allocated in
1999-2002 and Implemented until November 2003 ; Phare from Pre-Accession to Accession
Title (other): Review of the European Union Phare Assistance to Roma Minorities : Interim Evaluation of Phare Support Allocated in
1999-2002 and Implemented until November 2003 ; Thematic Evaluation Report
Abstract
The aim of the review is to summarise the achievements of Phare Roma programmes in the five countries where integration of Roma minorities was specified as an Accession Partnership priority (Bulgaria, Czech Republic, Hungary, Romania and Slovakia) and to consider to what extent they have contributed to a wider social inclusion agenda. The period covered by the review is October 2001 to July 2003, over which time a total of 26 programmes, amounting to some M€ 95.77 of assistance (M€ 64.54 from Phare plus M€ 31.23 of national co-financing)were specifically targeted at Roma minorities....[Author vide copyright]
Table of Contents
EXECUTIVE SUMMARY
TABLE OF CONTENTS
GLOSSARY OF ACRONYMS
PREFACE
MAIN REPORT
1. INTRODUCTION
1.1 Background and Context
1.2 Objectives of the Thematic Review
1.3 Key Evaluation Questions
1.4 The Methodology
2. ANALYSIS OF KEY EVALUATION FINDINGS
2.1 Relevance of programme purpose and design to the needs of the sector
2.2 How efficiently have programmes been managed and implemented
2.3 The main effects and outputs stemming from the programmes
2.4 The wider impact of the Phare Romaminorities programmes
2.5 Sustainability of programmes and their results
3. KEY EVALUATION QUESTIONS
3.1 What type of support has been applied under Phare?
3.2 Do Phare programmes address the wider social inclusion agenda?
3.3 How successful has Phare been in influencing change in the policy arena?
3.4 How successful has Phare been in promoting learning by doing in this sector?
4. CONCLUSIONS AND RECOMMENDATIONS
5. LESSONS LEARNED AND GOOD PRACTICE
ANNEXES
ANNEX 1. Extracts from the Accession Partnership documents relating to Roma Minorities
ANNEX 2. Objectives in the fight against poverty and social exclusion
ANNEX 3. Information about Roma in the Labour Market
ANNEX 4. Roma participation in Phare Labour Market Projects
ANNEX 5. Phare Summary Sheet for Programmes examined
ANNEX 6. List of Documents Referred
ANNEX 7. List of Interviews
ANNEX 8. Example of review questionnaire
Author (Corp. Body): EMS consortium
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2004
ISBN / ISSN / Kat.Nr: ZZ/MIN/03082
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: gipsyBulgariadevelopment aidEUjoining of the European Unionfinancial assistancepolicy on minoritiesRomania
SlovakiaCzech RepublicHungary
Subject: Aid programmesEuropean Community funds and financial instruments. EIBRaces and ethnic groups
Countries Scheme: Europe. General ResourcesSlovak RepublicCzech RepublicHungaryBulgaria
Romania
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Title: Assessment of the European Union Phare Programme : Country: Multi Country ; Sector: Ad Hoc Report on Small and
Medium-sized Enterprise Development
Abstract
Phare support to SME development has mainly consisted of technical assistance and advisory services to national institutions, support to SME policy and legislative development and financial support for SME development. Progress has been made in tackling problems inherited from the past, as well as in developing a favourable environment for the creation of new companies. However, formation and survival rates of SME are still well below the EU average and as such there are a number of challenges to be faced at both the enterprise and government levels....The principal objective of this Report is to identify lessons and make recommendations for the design of future SME programmes, based on a desk analysis of the conclusions and findings of Phare Programme Monitoring and Assessment Reports, Country Assessment Reviews, other monitoring data and strategic planning documents produced within the Candidate countries, and interviews with key stakeholders.[Author vide copyright]
Table of Contents
ABSTRACT
TABLE OF CONTENTS
GLOSSARY OF ACRONYMS
EXECUTIVE SUMMARY
PREFACEI. THE REPORT
1. BACKGROUND
2. OBJECTIVES AND SCOPE OF WORK
3. THE PRESENT STATUS OF SME DEVELOPMENT WITHIN THE CANDIDATE COUNTRIES
3.1The Analysis
4. THE CONTRIBUTION OF THE PHARE PROGRAMME TO SME DEVELOPMENT
4.1 Phare support to the SME Sector
4.2 Phare National Programmes
5. RECOMMENDATIONS
5.1 Completing structural reforms
5.2 Benchmarking the SME sector at national level
5.3 Definition and approval of multi-annual SME Development Strategies
5.4 Contribute to the development of a coherent National Business Support System
5.5 Improving the business environment
5.6 Specific measures to support and encourage innovative approaches
5.7 Promoting better access to finance
5.8 Addressing the future utilisation of Structural Funds
5.9 Human resources development programmes to strengthen entrepreneurial skills
II ANNEXES
ANNEX 1. FACT-FINDING MEETINGS WITH PHARE COUNTRY CO-ORDINATORS AND IDENTIFICATION OF PRIORITIES TO BE ADDRESSED AT COUNTRY LEVEL
ANNEX 2. INVESTMENT SUPPORT FROM STRUCTURAL FUNDS
ANNEX 3. THEMATIC ASSESSMENT MATRIX DEFINING EVALUATION CRITERIA FOR SELECTED MEASURES
ANNEX 4. POLICY, REGULATORY, SUPPORT AND INSTITUTIONAL ISSUES TO BE ADDRESSED AT COUNTRY LEVEL
ANNEX 5. RECOMMENDATIONS FOR AN SME BENCHMARK ANALYSIS
ANNEX 6. RECOMMENDATIONS FOR AN APPROACH TO THE RATIONALISATION OF THE BUSINESS SUPPORT NETWORKS
ANNEX 7. RECOMMENDATIONS FOR THE STRENGTHENING OF THE BUSINESS INCUBATOR NETWORKS
ANNEX 8. COUNTRY STUDIES STATISTICAL SUMMARY
ANNEX 9. COUNTRY STUDIES
BULGARIA
CZECH REPUBLIC
ESTONIA
HUNGARY
LATVIA
LITHUANIA
POLAND
ROMANIA
SLOVAKIA
SLOVENIA
ANNEX 10. NINE KEY OBJECTIVES FOR THE ACQUIS COMMUNAUTAIRE FOR SME DEVELOPMENT
ANNEX 11. STATUS OF IMPLEMENTATION OF THE PHARE-EBRD SME FACILITY
ANNEX 12. LIST OF INTERVIEWS
Author (Corp. Body): OMAS | EMS Consortium
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2002
ISBN / ISSN / Kat.Nr: R/ZZ/SME/02.144 | ZZ/SME/02.144
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: evaluationBulgariadevelopment aidEstoniaEUjoining of the European Unionsmall-scale businessLatvia
Lithuaniamedium-sized firmPolandRomaniaSlovakiaSloveniaCzech RepublicHungary
Subject: Aid programmesEuropean Community funds and financial instruments. EIBEuropean Community external relations
Countries Scheme: Europe. General ResourcesEstoniaLatviaLithuaniaPoland
Slovak RepublicCzech RepublicHungaryBulgariaRomaniaSlovenia
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Title: Country report Non-discrimination : Bulgaria 2015 ; Including summaries in English, French and German
Table of Contents
EXECUTIVE SUMMARY
RÉSUMÉ
ZUSAMMENFASSUNG
INTRODUCTION
1 GENERAL LEGAL FRAMEWORK
2 THE DEFINITION OF DISCRIMINATION
...
3 PERSONAL AND MATERIAL SCOPE
...
4 EXCEPTIONS
...
5 POSITIVE ACTION (Article 5 Directive 2000/43, Article 7 Directive 2000/78)
...
6 REMEDIES AND ENFORCEMENT
...
7 BODIES FOR THE PROMOTION OF EQUAL TREATMENT (Article 13 Directive 2000/43)
8 IMPLEMENTATION ISSUES
...
9 COORDINATION AT NATIONAL LEVEL
10 CURRENT BEST PRACTICES
11 SENSITIVE OR CONTROVERSIAL ISSUES...
12 LATEST DEVELOPMENTS
ANNEX 1: TABLE OF KEY NATIONAL ANTI-DISCRIMINATION LEGISLATION
ANNEX 2: TABLE OF INTERNATIONAL INSTRUMENTS
Author: Ilieva, Margarita
Contributer: European Network of Legal Experts in Gender Equality and Non Discrimination, Utrecht | Europäische Kommission / Generaldirektion Justiz und Verbraucher
Publisher: Amt für Amtliche Veröffentlichungen, Luxemburg
Year: 2015
ISBN / ISSN / Kat.Nr: 978-92-79-53375-4 | DS-02-15-949-3A-N
Language: en | de | fr
Ressource: Einzelne Berichte, Studien
Keyword: old personequal rights lawlaborhandicapemploymentBulgariaequal opportunitydiscrimination
ethnic originEUhomosexualityIslamminorityMuslimracelegal usagereligious communitysexuality
Subject: European Community law in generalEqual opportunitiesRacial policyReligionsEmployment and unemployment
Countries Scheme: Bulgaria
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Title: Evaluation of PHARE financial assistance to Bulgaria (BG), Cyprus (CY), Czech Republic (CZ), Estonia (EE), Hungary (HU),
Latvia (LV), Lithuania (LT), Malta (MT), Poland (PL), Romania (RO), Slovakia (SK), Slovenia (SI) : Final Report
Title (other): EUROPEAID/129783/C/SER/multi : Lot 1: Studies and Technical assistance in all sectors ; Request For Services No 2013/
324179 Version 1 | Evaluation of PHARE financial assistance to Bulgaria (BG), Cyprus (CY), Czech Republic (CZ), Estonia
(EE), Hungary (HU), Latvia (LV), Lithuania (LT), Malta (MT), Poland (PL), Romania (RO), Slovakia (SK), Slovenia (SI) :
Final Report ; Résumé Analytique | EUROPEAID/129783/C/SER/multi : Lot 1: Studies and Technical assistance in all
sectors ; Demande de Prestation No 2013/ 324179 Version 1
Abstract
This ex post evaluation addresses the EU/EC’s pre-accession assistance provided to the twelve countries that acceded to the European Union as part of the ‘fifth wave’ of EU enlargement, i.e. Cyprus, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Malta, Poland, Slovakia, and Slovenia on 01/05/2004, and Bulgaria and Romania on 01/01/2007. It marked an unprecedented enlargement in terms of scope, of complexity and its diversity; extending EU membership from 15 to 27 countries. Regarding the countries of Central and Eastern Europe, following the events of 1989 leading to the collapse of the communist political system, the EU/EC established the PHARE programme as the main legal instrument for the provision of financial assistance to those countries. Regarding the countries Cyprus and Malta, both of which secured independence from the UK in the early-1960s, the EU/EC’s pre-accession assistance was provided, 2000-2003, under a specific instrument.Following their accession to the EU, each of the twelve countries covered under this ex postevaluation received limited, additional support under the Transition Facility to consolidate their administrative capacity to implement and enforce the acquis and to address issues for which individual countries had negotiated a transition period –2004-2006 for the countries acceding in 2004 and in 2007 for Bulgaria and Romania. The Transition Facility is also addressed by this ex postevaluation.[Author vide copyright]
Table of Contents
Glossary of Acronyms
Executive Summary
Main Report
1. Introduction
Scope of the Evaluation
Objectives of the Evaluation
Methodology
Structure of the Evaluation Report
2. PHARE Programme
3. Evaluation Findings
3.1. Impact and Sustainability of PHARE/Pre-Accession Financial Assistance
Coherency and effectiveness of the programming process was mixed
The selection of relevant and efficient delivery instruments for programme implementation
The allocation of EC funding for PHARE programmes peaked in 2002-2003
Effectiveness in the delivery and utilisation of PHARE support was mixed
Delivery of the intended results faced a number of challenges
Impacts of the assistance in selected sectors per country and other programmes
Partially mixed evidence of immediate impact,but clearer medium-term benefits
Key limitations to the achievement of impacts
Sustainability of the reforms and benefits is, broadly, satisfactory
But risks to the sustainability of the reforms and benefits exist
3.2. Socio, Economic and Institutional Impact of the Enlargement Process
Economic Development
Innovation
Labour
Government
3.3. Synergies between Accession Strategy, Policy Dialogue, and Financial Assistance
4. Overall Conclusions (Lessons Learned)
5. Recommendations
Annexes
Author (Corp. Body): Business and Strategies Europe | B & S Europe
Contributer: Europäische Kommission / Generaldirektion Entwicklung und Zusammenarbeit EuropeAid | Europäische Kommission / Directorate General for Neighbourhood and Enlargement Negotiations
Year: 2015
ISBN / ISSN / Kat.Nr: EUROPEAID/129783/C/SER/multi | Request For Services No 2013/ 324179 Version 1
Language: en | fr
Ressource: Einzelne Berichte, Studien
Keyword: evaluationBulgariadevelopment aidEstoniaEUjoining of the European UnionLatviaLithuania
MaltaPolandRomaniaSlovakiaSloveniaCzech RepublicHungaryCyprus
Subject: Aid programmesEuropean Community external relations
Countries Scheme: Europe. General ResourcesEstoniaLatviaLithuaniaPolandSlovak Republic
Czech RepublicHungaryBulgariaRomaniaSloveniaMaltaCyprus
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Title: Statistics Multi-Beneficiary Programmes : Programmes covered: ZZ-9911, ZZ-0027, ZZ-0109, 2002/000-602, 2003/005-623 ;
Phare Ex Post Evaluation. Phase 1, Multi-Beneficiary Programmes: Statistics
Abstract
The purpose of this evaluation is to assess the contribution of the statistics multi-beneficiary programme to improvements in the performance of National Statistics Offices in the candidate countries relating to the production and dissemination of statistics in key areas (comparable with EU standards), and transfer of know-how and integration into the European Statistical System and its planning structures.This Ex Post Evaluation Report has been prepared by the MWH Consortium between September and November 2005 and reflects the situation where four of the Phare statistics multi-beneficiary programmes under review have ended and the fifth is approaching completion. It examines the performance of the programmes in addressing the objectives stated in the formal programming documents, provides a general assessment of the programmes and draws conclusions and lessons learned from them.The evaluation is based on an analysis of documents provided at the start, during and on completion of the programmes, and on the results of interviews with beneficiaries, contractors, users and Eurostat personnel. Following a sample approach this evaluation has its geographical focus on four new member states (Estonia, Poland, Hungary and Slovakia) and Bulgaria and Romania.[Author vide copyright]
Table of Contents
GLOSSARY OF ACRONYMS
PREFACE
EXECUTIVE SUMMARY
MAIN REPORT
1. INTRODUCTION
1.1 Objectives of the Evaluation
1.2 Background and Context
1.3 Evaluation Questions
2. PERFORMANCE OF PHARE ASSISTANCE
2.1 The statistics MBPs were relevant and well-designed
2.2 Some serious delays but generally efficiently managed
2.3 Good statistical support to key EU macro-economic policies
2.4 Wider objectives largely achieved with high standards of statistical reporting
2.5 Sustainability remains a problem
3. THEMATIC/ CROSS-CUTTING FINDINGS
3.1 Performance of NSOs significantly improved
3.2 The administrative capacity of NSOs has been strengthened by Phare
3.3 The MBP approach was effective and essential
4. CONCLUSIONS AND LESSONS LEARNED
4.1 Conclusions
4.2 Recommendations
4.3 Lessons Learned
ANNEXES
Annex 1. Terms of Reference
Annex 2. Evaluation Questions, Criteria and Indicators
Annex 3. Background to the Statistics MBPs
Annex 4. Statistical Series and EU Policies
Annex 5. Pilot Projects in 2002 and 2003 Statistics MBPs
Annex 6. Timelines of main activities and contractors
Annex 7. Table of the contractors per project
Annex 8. Interim Evaluation Report with details of action taken by Eurostat
Annex 9. List of interviews
Annex 10. List of documents referred to during the Evaluation
Author (Corp. Body): MWH Consortium
Contributer: Europäische Kommission / Generaldirektion Erweiterung
Year: 2006
Language: en
Ressource: Einzelne Berichte, Studien
Keyword: evaluationBulgariadevelopment aidEstoniaEUjoining of the European UnionPolandRomania
SlovakiastatisticsHungaryadministration
Subject: Aid programmesEuropean Community external relationsPublic administration. Executive power
Countries Scheme: Europe. General ResourcesEstoniaPolandSlovak RepublicHungary
BulgariaRomania
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