Monitoring EC funded projects

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Result-Oriented Monitoring Programme for European
Neighbourhood Partnership Countries Tempus
Info Days, Moscow, 12 November 2008
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What is Results-Oriented Monitoring?

• The systematic and continuous collecting,
  analyzing and using of information for the
  purpose of management and decision-making
• A service provided to the project stakeholders
  for transparency
• An independent performance assessment of project
  implementation at a given point in time, which is
  carried out against a set of 5 criteria
• A facilitator for good project management
• An early-warning system for stakeholders while
  corrective action can still be made.

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Objective of the ROM System

• Project management tool ensures that projects
  remain on course to reach their objectives
• Transparency tool supports reporting to the
  Member States, the European Parliament and the
  Council of the EU
• Support programming ensures feedback from
  project implementation to subsequent project
  design
• Analysis tool a standard approach which allows
  the European Commission to have comparable data
  across all regions.

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Principles of Monitoring

• Monitoring must be
• Independent - free of bias and of influence from
  key actors
• Participatory - involving stakeholders and
  beneficiaries
• Constructive - providing conclusions and
  recommendations
• Timely - regular or at certain stage of
  implementation
• Transparent - promoting a dialogue.

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What type of EU assistance is monitored?

• All national projects / Regional programmes above
  1 million Euro
• A sample of small projects
• A sample of ex-post projects
• Additional requests by the Contracting Authority,
  e.g. TEMPUS, IBPP, CBC, EIDHR etc.

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What is being assessed?
P R O J E C T S U R R O U
N D I N G C O N D I T I O N S (e.g.
laws regulations,
institutional
structures, political support,

needs of final beneficiaries)
Project internal situation (use of resources,
results, management)
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MONITORING MAIN CRITERIA

• The concept is based on the OECD monitoring
  evaluation criteria.
• Relevance and Quality of design
• Efficiency (input-output ratio)
• Effectiveness (current degree of achievements)
• Impact Prospects (effect of project results on
  the wider environment)
• Potential Sustainability (likelihood of continued
  flow of benefits after external funding ends)

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MONITORING MAIN CRITERIA

• Relevance and quality of design
• Adequacy of project objectives to Governmental
  policies, Partnership and Cooperation Agreements,
  actual needs of target groups.
• Are objectives clearly formulated?
• Is the intervention logic observed (results?
  SO? OO)?
• Are expected achievements of OO, SO and results
• defined by measurable indicators?
• How well has the project adapted to the real
  situation and allocated resources properly to
  achieve the planned objectives?

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MONITORING MAIN CRITERIA

• Efficiency
• How well have the available inputs been
  transformed via activities into outputs and
  results within the planned time(input output
  ratio)
• Effectiveness
• Current degree of project achievements or the
  extent to which the project purpose (SO) has been
  achieved(requires an assessment of the
  indicators of benefitsincludes an assessment on
  how much assumptions and risks have affected
  project achievements and if benefits are received
  by the planned beneficiaries)

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MONITORING MAIN CRITERIA

• Impact (prospects)
• The effect of project results on the wider
  environment as stated in the Overall Objective.
• Potential Sustainability
• The likelihood of continued flow of benefits
  after external funding ends.

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SCORING

• Scores flag the successes and/or problems of a
  particular criterion or of the entire project at
  different levels
• A The related criterion is going extremely
  well, better than planned.
• B The related criterion is on target standard
  level.
• ---------------------------------------------ON
  TARGET/ AS PLANNED
• C The related criterion has some problems some
  corrective action is needed.
• D The related criterion has serious
  deficiencies. Urgent corrective action is
  required if the project is to meet its purpose
  and objectives.

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Procedure Field Visit and Report Writing
EC PM updates Monitor and monitoring mission
begins
feedback
Monitor updates EC PM on findings and proposed
recommendations
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Result-Oriented Monitoring Programme for European
Neighbourhood Countries
Service Contract for a Results-oriented
Monitoring System of the Implementation of
Projects and Programmes of External
Co-operation, Lot 1 European Neighbourhood
Countries. Project Number EVA/2007/146-595 Pro
ject Managers Mariano de la Sen-Cardenal
(EuropeAid A2), Angelo Borgogni (EuropeAid A1)

• INTEGRATION International Management Consultants
• Dr. Alexander Frenz, Central Team Leader
• 71, Rue de Spa, B-1000 Bruxelles
• Tel [phone] Fax [phone]
• e-mail brussels_at_monis.org enpi-rom_at_monis.org
• www.integration.org www.monis.org