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PJ/ERD/REGU 1 European Investment Bank

EUROPEAN INVESTMENT BANK

RISC Consortium and the UNU-CRIS Summer School/

Students Research Symposium, 3rd July 2012, Luxembourg

Regional Projects – good practice ?

Kamil Dörfler


Regional projects – good practice

Outline

General background of EIB support to regions

A study case: Mazovia Region (PL)

Characteristics of the region

Sector analysis

EIB loan and EIB Project (parameters)

EIB appraisal – criteria

EIB findings / experience

EIB monitoring

Ex-post evaluation



What is a region? …(EIB understanding)

Typical promoters:

EU, new MS, Cohesion/Convergence regions

EIB products (investment loan, framework loan, SPL)

Objectives / supported sectors



Mazovia Region (Wojewódstwo Mazowieckie)

Located in the centre/north-eastern part of Poland

Largest of 16 autonomous regions (= NUTS II region)

11% of country’s total territory (35,500 km2)

13% of the national population (5.1 million inhabitants)

Mostly urban residents (64 %)

Warsaw agglomeration being the largest urban centre (over 2.8 million).

The region accounts for over 19% of the nation’s GDP and its GDP per capita makes 33% of EU-15 average (2005?).

The region is the most developed in Poland, but at the same time it has the widest disparities between its sub-regions.

GDP per capita 2009 in PPS, 97.2% of EU-27



Roads

The central position of the Mazovia Region makes it

play an important transit role in the transport system of

Poland. Road traffic has increased substantially over

the last fifteen years.

The total road network of the region consists of some 29 500

km of paved roads, which account for 11.6% of paved roads

in the country. The Voivodship manages 2 800 km of

roads transferred to the region from the national network in

1999.



Health care

In 2007, the Region had 39 healthcare facilities: 25

hospitals, 7 outpatient clinics and 7 institutions operating

first-aid stations.

Obsolite facilities, poor technical conditions



Education An increase in the number of academic centres has been

observed over the last few years. During the academic year

2005/2006 there were 101 academic centres, including

38 professional academic centres, with about 351 000

students in the voivodship.

During the school year 2005/2006 Mazovia Voivodship had

over 1 752 primary schools and 810

gymnasiums, attended by 332.8 thousand and 195.1

thousand students respectively.

Fast growth in the number students has not been

accompanied by investments in the educational

infrastructure.



Culture

Region responsible for 259 cultural centres, culture

houses, clubs and community halls. In 2005, they organised

over 19 000 events

of that 34 live-stage theatres and musical institutions

103 museums, which accounts for about 15% nationally

1 013 libraries



The Project was designed to cover five sectors: Regional roads: construction works related to modernisation, rehabilitation, reconstruction or resurfacing of the roadway; construction or rehabilitation of drainage structures; and reconstruction of bridges;

Health care: modernisation or reconstruction of hospitals, rehabilitation centres and specialised facilities, purchase of equipment and upgrade of access roads;

Education: modernisation, reconstruction or extension of schools, training centres for teachers, multi-purpose or sports halls, school boarding buildings, etc.;

Culture: rehabilitation, modernisation and extension of cultural facilities such as museums, cultural centres, tourism offices and libraries; and

Geodesy: Development of information systems for land/property registers, spatial planning, cartography services, satellite positioning systems, etc.



Mazovia Region (Wojewódstwo Mazowieckie)

EIB loan: EUR 400m

Total project cost: EUR 1 200m

Sectors: transport, health care, education,

culture, geodesy (ICT)

Own investments and EU co-financed schemes

Period: 2007-2011



EIB appraisal = The EIB´s 3 Pillars

1) Eligibility = consistency with EU/EIB priorities

2) Technical quality and economic soundness

3) Financial viability and adequate security

(credit risk)



EIB appraisal

Eligibility (sectors and EIB objectives)

Strategy (quality and consistency)

Promoter (competency, experience, capacity to

implement the programme)

Project (selection criteria, quality and soundness

of projects, maturity)

Procurement, environment (EIA, Natura 2000)

Risks and mitigants



Pillar 1 - Strategic context in Mazovia

The Development Strategy presents a coherent long-

term development concept for the Mazovia region for the

coming 15 years (2006 up to year 2020)

The Spatial Development Plan specifies the spatial

dimension of the strategy (basic infrastructure, social

infrastructure, requirements and infra for the natural

environment. Document aims at reducing intra-regional

disparities.

Sectoral strategies (e.g. transport, tourism, education,

social services, health care, etc.)



EIB experience with Mazovia Region

Key strategic documents in place

Some initial concerns about assessment of road

infrastructure

Undertaking (EIB review of selection of projects,

WB assistance)

Unclear prioritization of health care projects

Condition for allocations (selection of hospitals)

EIA, Natura 2000 issues (national level)

Compliance with EU legislation and good practice

Compliance with EIB requirements for allocation



EIB experience

„A picture is worth a thousand words“

To review the situation on the spot:

EIB Monitoring (site visits)



Before

After



Needs

Problems

Issues

Objectives Inputs Outputs

Results

Impact

Society

Economy

Environment

EIB Financed

Project

Evaluation

Relevance

Efficiency

Effectiveness Sustainability

Effects

Policies

?

EIB ex-post evaluation



Overall Project Performance 1

▲ - Relevance ▲ - Effectiveness ▲ - Efficiency ▲ - Sustainability ▲

EIB Contribution 2

▲

EIB Project Cycle Management 1

▲

Scale 1: Excellent , Satisfactory, Partly unsatisfactory, Unsatisfactory

Scale 2: High, Significant, Moderate, Low

EIB ex-post evaluation


THANK YOU

Kamil Dörfler

Project Directorate Environment and Regional Development Department

Regional and Urban Development Division

[email protected]

mailto:[email protected]

mailto:[email protected]

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