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Synthesis Report - European Commission - Europa

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<strong>Synthesis</strong> <strong>Report</strong> Ex-post Evaluation of the ERDF 2000-2006<br />

The authors responsible for the studies carried out under the various Work Packages are listed<br />

above, together with the experts who, in each case, gave advice and guidance throughout the<br />

course of the studies.<br />

The approach adopted in each of the Work Packages was in most cases similar. It was to begin by<br />

setting out the rationale for policy intervention in the area concerned, or as regards the issue<br />

being examined, in the light of economic theory. This was followed by an overview of<br />

developments across the EU in the policy area in question and of the policy measures and<br />

projects supported by the ERDF, together with an examination of the outputs produced and the<br />

results of these on the basis of available data. Case studies of development in selected regions<br />

across the EU, which had received funding under either Objective 1 or Objective 2, were then<br />

carried out in order to examine in more detail the way the funding was used, the problems<br />

encountered and the effects of the projects supported.<br />

The case studies covered regions with differing characteristics, with different needs and<br />

priorities, in different parts of the EU and at different stages of economic development. They<br />

were, therefore, intended to gain an insight into the achievements of policy in different contexts<br />

and their specific contribution to furthering cohesion policy goals. Altogether 72 regional case<br />

studies at either the NUTS 1 or NUTS 2 level were carried out in the different Work Packages (see<br />

Annex for a list of the case study regions), 12 regions were included in more than one Work<br />

Package.<br />

While there are inherent difficulties in drawing general conclusions from case studies because of<br />

their selective nature, they are the only viable way of finding out what the effects of policy were in<br />

practice and what kind of impact they had on the development of the region concerned. In short,<br />

they provide concrete evidence of policy achievements and essential support for more general<br />

analysis of developments in the regions assisted by the ERDF.<br />

It should be stressed that the present report is not a summary of the various Work Packages and<br />

other studies which have undertaken for the evaluation. Instead, it is a synthesis of the findings<br />

which attempts to draw out the main points which emerged from each of them and from<br />

examining all the material compiled as a whole.<br />

THE CHALLENGES OF THE EVALUATION<br />

The context in which cohesion policy was implemented, the often small scale of the funding in<br />

relation to the forces it was intended to counteract and the many other factors at work mean that<br />

it is unrealistic in most cases to expect to be able to trace a direct link between policy and<br />

regional developments. This is all the more so in view of the often lengthy time lags involved<br />

between measures being implemented and having a discernible effect on developments. The<br />

difficulty of tracing an effect is compounded by the long time lags in relevant data becoming<br />

available to examine the link in question. A stark illustration of this that data on regional GDP per<br />

head, which are central to assessing the impact of policy on the development of assisted regions,<br />

were available only up to 2006 when the evaluation was carried out. This is two years before<br />

expenditure co-financed by the fund was due to be completed (under the n+2 rule) and three<br />

years before the actual completion date, which was extended as part of the measures for<br />

combating the recession.<br />

There was also a lack, in many cases, of a clear indication in concrete terms of the objectives of<br />

the policy implemented in a form which would enable the success or failure of the measures<br />

taken to be properly assessed. Often the aims of the policy were expressed in terms so general<br />

(e.g. an improvement in regional competitiveness) to make it difficult, if not impossible, to judge<br />

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