Rona Michie's projects

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Smart strategies for the transition in coal-intensive regions (TRACER)

Smart strategies for the transition in coal-intensive regions (TRACER)

2019 - 2022

TRACER aims to support a number of coal-intensive regions around Europe to design (or re-design) their research and innovation strategies in order to facilitate their transition towards a sustainable energy system.

The project focuses on nine regions. These are South East Bulgaria, North West Bohemia (CZ), Lusatian Lignite District (DE), West Macedonia (GR), Upper Silesian Coalfield (PL), West Romania and Wales (UK) within the EU, and Kolubara (Serbia) and Donetsk (Ukraine) outside the EU.

Core activities include:

  • bringing together a wide range of stakeholders in each target region to discuss and agree on a shared vision and priorities for coal transition
  • joint development of R&I strategies, industrial roadmaps and decision support tools
  • identification and analysis of best practice examples of successful and ambitious transition processes in coal intensive regions
  • assessment of social, environmental and technological challenges
  • the elaboration of guidelines on how to mobilise investment
  • activities to stimulate R&I cooperation among coal intensive regions in Europe and beyond.

To visit the TRACER website, click here.  

The Use of Technical Assistance for Administrative Capacity Building During the 2014-2020 Period

The Use of Technical Assistance for Administrative Capacity Building During the 2014-2020 Period

2018 - 2019

EPRC is coordinating a study for the European Commission aimed at enhancing the understanding of the planned and implemented use of Technical Assistance (TA) under EU Cohesion Policy programmes during the 2014-20 period. Given the important contribution of Technical Assistance to the successful implementation of Cohesion Policy, the study will provide a better understanding of the use of TA and present cases of TA-funded sustainable capacity building activities, particularly in the area of Human Resources Development.

From a policy perspective, the key issues are whether and how TA is being used to strengthen the administrative capacity of Member States for implementing Operational Programmes and projects. The project also seeks to understand whether this Technical Assistance investment is sustainable – whether TA is planned and monitored to ensure the strengthening of administrative capacity beyond the life of an OP.

The project is led by a core team comprising EPRC and Red2Red researchers, and involves also a team of National Experts in the Member States.

Improving the take up and effectiveness of financial instruments

Improving the take up and effectiveness of financial instruments

2016 - 2017

This project involved research on the take up and effectiveness of financial instruments (FIs). The new regulatory framework for EU Cohesion policy in 2014-20 has reinforced the scope for (repayable) financial instruments to deliver Cohesion policy objectives, as an alternative to using grants. The research focuses on: identifying the rationale for using FIs within Cohesion policy programmes; providing a ‘stocktake’ of how EU Member States are making use of FIs in 2014-20; identifying the issues which influence uptake of FIs; and analysing complementarities and interaction between Cohesion-policy funded FIs and other sources of funding such as the European Fund for Strategic Investments.

Cohesion policy financial instruments and EU financial interests

Cohesion policy financial instruments and EU financial interests

2015 - 2015

This study assess the implementation of financial instrument in Cohesion policy in terms of their economy, efficiency and effectiveness during the 2007-13 programming period.  The study takes stock of existing knowledge on the operation of FIs as reflected in the academic literature and policy documents, as well as undertaking eight case studies. A comparative analysis of the case studies, focusing on the different stages in the lifecycle of FIs, provides the basis on which to draw lessons from the implementation of FIs in 2007-13, highlighting implications for 2014-20.

Review of the role of the EIB Group in EU Cohesion policy

Review of the role of the EIB Group in EU Cohesion policy

2015 - 2015

The project, undertaken for the European Parliament REGI Committee, provided a comprehensive analysis and assessment of how Cohesion Policy objectives have been delivered through measures that involved the EIB Group. Specifically, it focused on: the role of EIB Group in the implementation of Cohesion Policy; the effectiveness of EIB activities in Cohesion Policy; accountability, transparency and visibility of EIB Group activities; relationships between EU institutions and EIB Group; and future expectations of the EIB Group.

Fi-compass

Fi-compass

2014 - 2018

The project involves the development, management and operationalisation of the fi-compass technical assistance platform. Specifically, the project involves support to the EIB in providing horizontal assistance and advisory services for ESIF financial instruments to the EU public sector. Target groups are in particular EU Member States and Managing Authorities, but also the European Commission and the general public. The intended effect is to increase the quality, scale and the speed of establishment of Financial Instruments funded through ESIF. EPRC research inputs include studies and evaluation research on the implementation of financial instruments under Cohesion policy.

Rona Michie's publications

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EC_OECD Seminar Series on Designing better economic development policies for regions and cities

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IQ-Net Review Paper 42(1), European Policies Research Centre, University of Strathclyde, Glasgow

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Financial instruments post Brexit: building on success

Fiona Wishlade and Rona Michie
2018

The United Kingdom has been one of the key proponents of financial instruments (FIs) – loans, guarantees and equity - and spends a larger share of its Structural Funds allocations in the form of FIs than most Member States. FIs have played an increasingly prominent role in EU policies, including Cohesion policy, and the UK has often been at the leading edge of policy practice in this area. As the United Kingdom prepares to leave the structures and policies created under EU Cohesion Policy, it is appropriate to consider what lessons can be retained from the Structural Funds experience with financial instruments, where it could be improved and how it might inform future policy design.

This paper provides a brief overview of the rationales and role of financial instruments and sets the UK experience within a broader EU context. Drawing on the views of the FINE partner it goes on to review policymaker assessments of how EU financial instruments have worked, and what has worked well.

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Financial instruments for energy efficiency and renewable energy

Wishlade F, Michie R, Vernon P
2017

Research for REGI Committee – European Parliament, Policy Department for Structural and Cohesion Policies, Brussels

Improving the take-up and effectiveness of financial instruments

Wishlade F, Michie R, Robertson P and Vernon P
2017

Final Report to European Commission, Directorate-General for Regional Policy and Urban Policy, Directorate B - Policy, Unit B.1 - Policy Development and Economic Analysis

IQ-Net Review Paper 41(1), European Policies Research Centre, University of Strathclyde, Glasgow

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Work Package 3: Financial instruments for enterprise support

Wishlade F, Michie R, Familiari G, Schneidewind P, Resch A
2016

Ex post evaluation of Cohesion Policy programmes 2007-2013, focusing on the European Regional Development Fund (ERDF) and the Cohesion Fund (CF). Final Report to European Commission, Directorate-General for Regional Policy and Urban Policy, Directorate B - Policy, Unit B.2 Evaluation and European Semester

Case studies of national bioeconomy strategies in Finland and Germany

Davies S, Griestop L, Vironen H, Bachtler J, Dozhdeva V, Michie R
2016

Report submitted for the Horizon 2020-funded BioSTEP project

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Financial Instruments under Cohesion Policy 2007-13

Wishlade F, Michie R, Vernon P, Kah S, Gloazzo C, Zuleeg F, Dheret C, Tasheva I
2016

Directorate-General for Internal Policies, Policy Department D: Budgetary Affairs, Brussels,  IP/D/ALL/FWC/2015-001/LOT2/C2/SC1 

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Financial Instruments in 2014-20: learning from 2007-13 and adapting to the new environment

Wishlade F and Michie R
2015

paper to 2nd Regional Studies Association and European Commission joint policy conference, Riga, Latvia, February 2015

Financial Instruments in EU Cohesion policy: reflecting on 2007-13 and looking ‘ahead’ to 2014-20,

Wishlade F and Michie R
2015

presentation to EStIF Annual Conference, Brussels,19-20 November

Financial instruments in EU Cohesion policy: what do we know about the regional incidence of financial instruments and why might it matter?

Wishlade F and Michie R
2015

paper to Regional Studies Association Annual Conference, Piacenza, Italy, May 2015

Presentation to Scotland Europa Seminar, Edinburgh, 13 February 2014

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Guidelines for the Implementation of Financial Instruments: Building on FIN-EN – sharing methodologies on financial engineering for enterprises,

Michie R, Wishlade F and Gloazzo C
2014

Report to Finlombarda, Italy

Briefing to the Scottish Government in the context of the Scottish Business Bank proposals

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Financial Instruments and Structural Funds - Recent experience & future perspectives: A European view,

Michie R and Wishlade F
2014

Presentation at Croatia study visit to Scotland – ‘Financial instruments’ 11 September

IQ-Net Review Paper 34 (1), European Policies Research Centre, University of Strathclyde, Glasgow

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Balance of Competences Cohesion Review: Literature Review on EU Cohesion Policy

Polverari L and Bachtler J, with Davies S, Kah S, Mendez C, Michie R and Vironen H
2014

Final Report to the Department for Business, Innovation and Skills, London, Published online

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Financial Instruments. A Stocktaking Exercise in Preparation for the 2014-2020 Programming Period

Van Ginkel J, Vyas L, Cairns R, Michie R, Granqvist K and Atkinson S
2013

Final Report. Report for European Investment Bank

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Financial Instruments for Business Development in EU Cohesion Policy: national experiences, issues and options,

Michie R, Wishlade F and Granqvist K
2013

Report to the Lombardia Region, Italy

European Policies Research Centre

School of Government & Public Policy 
University of Strathclyde
40 George Street
Glasgow G1 1QE
United Kingdom
+44 (0) 141 548 4907
eprc@strath.ac.uk