The Contribution of the Structural Funds to Sustainable

0,65
MB Development

124
stron

5833
ID Committee of the Regions, European Commission

2003
rok

TABLE OF CONTENTS

EXECUTIVE SUMMARY 1

THE ANALYTICAL FRAMEWORK FOR THE PROJECT.1

Purpose of the Analytical Framework .1

An Operational Definition of Sustainable Development 1

The Analytical Framework.1

Regional and National Evaluation .2

EU and National Evaluation 2

Key Methodological Issues3

1 INTRODUCTION 4

1.1 Aim of the Study.4

1.2 Objectives of the Study4

1.3 The Purpose of this Report 6

1.4 The Purpose of the Framework .6

1.5 Use of the Framework6

2 DEFINITION AND MEASUREMENT OF SUSTAINABLE DEVELOPMENT 7

2.1 An Operational Definition of Sustainable Development.7

2.2 Principles of Sustainability .9

2.3 Additional Evaluation Questions 10

2.4 Approaches to Measuring Sustainable Development10

2.5 Aggregations of Indicators for Sustainable Development11

2.6 The Structural Funds and Sustainable Development 13

2.7 Regional Development Paths 14

3 A DESCRIPTION OF THE ANALYTICAL FRAMEWORK16

3.1 Introduction to the Main Components16

3.2 Programme & Project Life-cycle 16

3.3 Evaluation Framework .17

3.4 Evaluation Tools & Methods 17

4 EVALUATION FRAMEWORK .19

4.1 Summary of the Framework.19

4.2 Parts A and B: Regional and Programme Assessment.20

4.3 Evaluation of the Structural Funds’ Contribution to Sustainable Development .23

4.4 The Assessment Framework .25

4.5 Methodological Implications of the Assessment Framework.27

4.5.1 The Use of Indicators27

4.5.2 Quantitative or Qualitative Assessment27

4.5.3 Aggregation and Weighting of Impacts.27

4.5.4 The Assessment of Trade-offs and Win-wins .28

4.6 Part C: Programme Management28

5 EVALUATION TOOLS – BASE INDICATORS30

5.1 The Need for Indicators of Sustainable Development .30

5.2 Evaluating the SF Programmes.30

5.3 The Type of Relevant Indicators31

5.3.1 Environmental/natural capital:.31

5.3.2 Human Capital 32

5.3.3 Social Capital 34

5.4 The Choice of Base Indicators.36

6 EVALUATION TOOLS – REGIONAL AND PROGRAMME ASSESSMENT PROTOCOLS38

6.1 Part A: Regional Assessment 38

6.1.1 Programmes and Projects in the Region 38

6.1.2 Overview of Key SD Trends and Trade-offs and SD Assessment Criteria.39

6.2 Part B: Programme Assessment .41

6.2.1 Stage One: Selection of measures and projects for assessment.42

6.2.2 Stage Two: Assessing the consistency of the Programme objectives, the EE SWOT and their

‘own’ SD criteria42

6.2.3 Stage Three: The assessment of measures against Programme SD criteria 43

7 EVALUATION TOOLS – PROGRAMME MANAGEMENT EVALUATION PROTOCOL45

7.1 Introduction 45

7.2 Programme management evaluation questionnaire45

8 APPROACH TO ECONOMETRIC MODELLING.51

8.1 Introduction to the General Approach51

8.2 The Counterfactual Position.52

8.3 Definitions of Indicators52

8.4 Overview of the Methodology 53

8.4.1 Macroeconomic modelling approach to assess structural funds performance.53

8.4.2 The E3ME model 54

8.4.3 Use of E3ME outputs to generate indicators of capital change54

8.4.4 Data and model interventions .55

8.4.5 Long term analysis using E3ME .56

8.4.6 Regional and industrial representation in E3ME.56

8.4.7 Fixed Investment in E3ME56

8.4.8 Supply and Demand side modelling .58

8.5 References.58

GLOSSARY 60

REFERENCES63

ANNEX 1: THE FOUR CAPITALS MODEL.64

ANNEX 2 : POINTS AT WHICH SD GUIDANCE MIGHT BE APPLIED .69

ANNEX 3: CATEGORISATION OF SF INTERVENTIONS BY THE TYPE OF

CAPITAL TO WHICH THE INTERVENTIONS ARE PRINCIPALLY DIRECTED80

ANNEX 4: A BRIEF DESCRIPTION OF THE MAJOR INDICATOR SETS.98