Dr Agnieszka Chłoń-Domińczak
Potential fields of applying the evaluation in the national policies Ex-post: Examination of the efficiency of the existing policies and measures Evaluation of the efficiency of the functioning of public institutions Ex-ante Evaluation of the planned measures and policies including the assessment of regulation outcomes
Use of indicators for the evaluation Task budget Definition of tasks and monitoring indicators for budget expenditure Definition of programme objectives in form of indicators, e.g.: Limitation of household poverty threat indicator by x% Covering a specified percentage of children by pre-school care Shortening the average period of stay in a hospital by x% Monitoring of implementation of specific measures/policies: The number of customers covered by a given programme Comparison of the efficiency of an institution’s operation: Average cost of providing a specific service Proceeding duration of a given case
Evaluation tools Stored data: Expenditure/costs The number of customers using a given programme Research Statistical research, including panel ones Dedicated evaluation research Models Micro-simulation models (for ex-ante evaluation in particular)
Example of monitoring programme results: Post- accession Rural Support Programme under implementation in 500 rural and rural-urban gminas in 13 voivodeships Objectives: Increase in the level of social integration Increase in the use of external funds for financing of social policy Development of civil society
Example of monitoring programme results: Post- accession Rural Support Achieved results: % of gminas applying for external funds, including the EU ones for social programmes: 2006: 6% 2007: 8% 2008: 82% Share of gminas’ inhabitants in the measure programming: 15,000 persons at workshop meetings 5,295 persons in workshop teams The number of persons using the services under the programme: 676,726 persons – inhabitants of rural areas 12,500 villages using the programme Gminas in which non-government organisations were established: 360
Ex-ante evaluations: influence of the reforms in the field of personal income taxes and premiums – on the basis of SIMPL model Reform cost (PLN mln) poverty rate reduction of pension premium for employees to 4.5%3, reduction of pension premium for employees to 1.5%, for employer to 4.5% 9, two PIT rates –18% and 32%3, two PIT rates –18% and 32%, and reduction of the first threshold by 20% 2, % flat-rate tax6, % flat-rate tax, tax credit PLN increase in the tax deductible expenses by 25% increase in the tax deductible expenses by 50% 1, increase in the tax deductible expenses by 100 % 2, tax credit for a child , tax relief for a child 2, , Base poverty rate = 18.61%
Income decile division persons against base equivalent disposable income of households (base income) Structural division in family categories 1. Single person of working age 2. Person of working age raising a child on their own 3. Marriage of working age with no children 4. Marriage of working age with a child 5. Single pensioner 6. Married pensioners Ex-ante evaluation: influence of the reforms in the field of personal income taxes and premiums – on the basis of SIMPL model Analysed cross-sections:
Ex-ante evaluation: influence of the reforms in the field of personal income taxes and premiums – on the basis of SIMPL model PIT 13: relief amounting to PLN PIT 14: relief amounting to PLN 1, PIT 14_1: relief amounting to PLN 1, and tax credit of PLN 2,000 PIT14_2: relief amounting to PLN 1, and tax credit of PLN 1,000 Source: SIMPL – Faculty of Economic Sciences of the University of Warsaw
Problems and challenges in the field of evaluation No defining of quantity objectives of implementing specific programmes/policies Limitation of access to information that is necessary for evaluation: Frequent absence of costs calculation in public institutions Deficiency of evaluation tools Panel research Micro-simulation models Preparation of human resources for broad use of evaluation