Guidance and methods

This section includes methodological documents and other support materials developed within the framework of UVAL guidance activities. The documents are organised thematically, listed in chronological order and available in italian.

The thematic areas are:

• Guidelines for the preparation and updating of evaluations of regional policies
• Projects: design and evaluation
• Monitoring of public policies
• Indicators in regional policies
• Other methodological documents

Guidelines for the preparation and updating of evaluations of regional policies

Operational Programmes 2007-2013

• Guidelines for the evaluation of 2007-2013 programming period: the evaluation plan (January 2008)(pdf, 123 Kb)
• Guidelines for ex ante evaluation Report (November 2006) (pdf, 109 Kb)
• Guidelines for ex ante evaluations of regional policy programmes 2007-2013 (April 2006) (pdf, 166 Kb)

Operational Programmes 2000-2006

Support documents for mid-term evaluations of 2000-2006 Obj.1 Operational Programmes produced by the National Evaluation System. In addition to the six guidelines modules published to date (available in a new edition prepared for publication in Materiali UVAL), the following chronological list also include documents on time-limited tasks or the implementation of the performance reserve. All the documents are available in Italian.

• Interdepartmental study group with Ministry of Infrastructures Guidelines for external costs in the 2000-2006 Transport Sectoral Operational Programmes, Quaderni del PON Trasporti n.8/2008 (written in 2007, published on January 2008) (pdf, 1.44 Mb)
• Questions, field research and data resources: indications for evaluative research – Module VI (May 2005) (pdf, 504 Kb) [extract available in English]
• Suggestions for the identification and selection of evaluation applications for the updating of the mid-term evaluation (May 2004) (pdf, 196 Kb)
• Gender analysis in mid-term evaluations of Operational Programmes - Module V (December 2002) (pdf, 1 Mb)
• Projects for agriculture and rural development in Operational Programmes - Module IV (October 2002) (pdf, 239 Kb)
  • Annex to Module IV (October 2002) (pdf, 237 Kb)
• Quality criteria for the evaluation of Operational Programmes and second-level evaluation - Module III (May 2002) (pdf, 856 Kb)
• 2000-2006 Obj.1 CSF – Criteria and mechanisms to allocate the 4% performance reserve (March 2002) (pdf, 65 kb)
• 2000-2006 Obj.1 CSF – Criteria and mechanisms to allocate the 6% performance reserve (March 2002) (pdf, 244 kb)
• Guidelines for the integration of environmental aspects in the mid-term evaluations of Operational Programmes – Module II (February 2002) (pdf, 198 Kb)
  • Annex to Module II: Integration of the environment - development: a conceptual schema (February 2002) (pdf, 137 Kb)
• Guidelines for the analysis of employment impacts (September 2001) (pdf, 80 Kb)
• Guidelines for the mid-term evaluation of the Operational Programmes of the 2000-2006 Obj. 1 CSF - Module I (June 2001) (pdf, 235 Kb)
• Guidance for the organisation of the mid-term evaluation of the Operational Programmes of the 2000-2006 Obj. 1 CSF (June 2001) (pdf, 245 Kb)
  • Annex I to the Call for Bids - open procedure (June 2001) (pdf, 152 Kb)
  • Annex II Call for Bids - restricted procedure (June 2001) (pdf, 156 Kb)
• Guidelines for planning and ex ante evaluation of Obj. 1 Operational Programs 2000-2006 -June 1999 (pdf, 603 Kb)

Projects: design and evaluation

• Financial analysis and infrastructure projects: the Financial Budget Plan for the implementation of the "Objective Law" – Materiali UVAL, Issue 11 (Metodi) (December 2006)
• Methodological note on the evaluation of occupational effects of major projects ( May 2006) (pdf, 76 Kb)
  • Annex 1: methodology (pdf, 12 Kb)
  • Annex 2: example(pdf, 15 Kb)
• Participation of Structural Funds in investments in the water sector – A determination methodology (January 2004) (pdf, 1.49 Mb)
• Notes on the drafting of feasibility studies (May 2000) 2000-2006 Obj. CSF (pdf, 162 Kb)
• Distribution plan for 3,500 billion lire in financing for Institutional Programme Understandings (November 1998) (pdf, 892 Kb)

Monitoring of public policies

• Guide to the Regional Public Accounts – Methodological and operational aspects of the construction of the consolidated public accounts at the regional level (July 2007) [in English]
• The public capital expenditure Indicator: the annual regional estimate – Materiali UVAL, Issue 1(October 2004) [extract available in English]
• Methodological guide for the construction of the consolidated public accounts of public finance at the regional level Regional Public Accounts Project (2000) (pdf, 386 kb)

Indicators in regional policy

• Preliminary draft version of the document "Indicators and regional development policies. The Italian position and current practice" showed during the Evaluation Network meeting of DG REGIO (September 2007 – edited in February 2008) [in English] (pdf, 86 kb)
• Essential Services Technical Group "Rules for the implementation of the performance-based mechanism on essential services provision" approved by Conferenza Stato-Regioni (August 2007) (pdf, 132 kb)
• Statistical indicators for specifying "binding targets" in the water sector, NSRF 2007-2013 (July 2007) (pdf, 141 Kb)
• Appendix: indicators and targets of Regional Policies for 2007-2013 (June 2007) (pdf, 56 kb)
• Setting final objectives of public service provision for regional cohesion policies: technical working paper (october 2005) (pdf, 95 Kb)
• Support documents to Obj.1 CSF 2000-2006 for the identification of impact and result indicators:
  • Environmental indicators. Proposals for redefinition and methods for assigning targets (July 2003) (pdf, 397 Kb)
  • Projects for fishing (December 2002) (pdf, 734 Kb)
  • Systemic actions for development programmes (April 2002) (pdf, 431 Kb)
  • Priority VI – Service networks and centres (November 2001) (pdf, 152 Kb)
  • Priority III – Human resources (November 2001) (pdf, 181 Kb)
  • Priority I – Natural resources (October 2001) (pdf, 205 Kb)
  • Priority II – Cultural resources (October 2001) (pdf, 56 Kb)
  • Priority V – Urban development (October 2001) (pdf, 77 Kb)

Other methodological documents

• Development policies and environmental account for better decision making – Materiali UVAL, Issue 5 (October 2005) [in English]
• Methodological note for the self-evaluation of CSF measures and priorities (April 2003) (pdf, 310 Kb)
• Integration of the environment component in Integrated Territorial Projects (PIT) (July 2002) (pdf, 166 Kb)
• Annex to Integration of the environmental component in PIT (July 2002) (pdf, 682 Kb)
• Guidelines for the preparation of programme complements (2000-2006 Obj.1) - July 2000 (pdf, 55 Kb)