2.1 Purposes of monitoring
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The purpose of monitoring individual TEI is to enable reporting and communication, support evaluation, learning and policy dialogue, as well as management decision-making in the field and HQ.
Table of contents
- TEAM EUROPE APPROACH: Methods and tools for EU Delegations to work better together with Member States in a Team Europe approach
- Abridged version
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1. Foundation
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- 1.1. The basics - approach, methods, tools and their interlinkages
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1.2. Policy context
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- 1.2.1. Development effectiveness and the first EU commitments on joint programming
- 1.2.2. Stepping up joint programming
- 1.2.3. The Global Strategy for the EU’s Foreign and Security Policy
- 1.2.4. The new European Consensus on Development
- 1.2.5. Neighbourhood, Development, and International Cooperation Instrument – Global Europe
- 1.2.6. Team Europe approach and Team Europe Initiatives
- 1.2.7. Global Gateway
- 1.2.8. Pact for the Mediterranean
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- 1.3. The value of a Team Europe approach
- 1.4. Engagement of partners in a Team Europe approach: consultations, policy dialogue and communication
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2. A quick guide to Joint Programming
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- 2. 1 The definition of joint programming
- 2.2 Core elements, principles and phases (steps) of joint programming
- 2.3 Implementation of joint programming
- 2.4 Actors involved in the process and suggested division of labour
- 2.5 Involvement of partners in a Team Europe approach in joint programming
- 2.6 The scope of joint programming
- 2.7 Joint programming in contexts of fragility, conflict and crisis
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- 3. A quick guide to Joint Implementation
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4. A quick guide to Team Europe Initiatives
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- 4.1 Definition of Team Europe Initiatives
- 4.2 Team Europe Initiative participants
- 4.3 Team Europe Initiative components and their funding/financing
- 4.4 Coordination of Team Europe Initiatives and division of labour
- 4.5 Country, multi-country, regional and global levels
- 4.6 Involvement of partners in a Team Europe approach in Team Europe Initiatives
- 4.7 The core elements and phases of Team Europe Initiatives
- 4.8. Team Europe Initiatives in fragile and conflict-affected contexts
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Annex 1. Detailed guidance for each joint programming phase
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- 1.1 Step 1: Deciding to start a joint programming process
- 1.2 Step 2: Conducting a joint analysis
- 1.3 Step 3: Preparing a joint response and finalising the joint programming document
- 1.4 Step 4: Elaborate a Joint Results framework (joint programming document annex)
- 1.5. Step 5: Joint programming – Financial Table
- 1.6 Step 6: Approval procedures for joint programming documents
- 1.7 Step 7: Monitoring the implementation of joint programming
- 1.8 Suggested joint programming document template
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- Annex 2. Detailed guidance and tips for joint implementation modalities
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Annex 3. Detailed guidance and tips on Team Europe Initiatives
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- 3.1 Methodological note on the design of Team Europe Initiatives (as per guidance issued in 2022)
- 3.2 Steer, management and, coordination of Team Europe Initiatives
- 3.3 Top tips on launching a Team Europe Initiative
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3.4 Financial Tracking of Team Europe Initiatives
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- 1. Target group
- 2. Background
- 3. Eligibility of financial contributions
- 4. Use of reporting standards
- 5. Implementing the TEI keyword in internal reporting systems
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6. Special cases in financial TEI tracking
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- 6.1 How can TE approach actors report on contributions channelled through intermediaries such as multilateral organisations, national and international NGOs?
- 6.2 How can guarantees be reported as contributions to TEIs, given that in most cases, they do not entail any actual transfer of money?
- 6.3 How can contributions to TEIs which are implemented in recipient countries that are ineligible to receive ODA be taken into account, such as in Chile or Uruguay?
- 6.4 How can contributions to TEIs be taken into account in CRS reporting if the respective EU Member State only reports to aggregate DAC tables / reports to the CRS in an aggregate way without being able to use keywords?
- 6.5 How can contributions from (European) Development Financing Institutions ((E)DFIs) be taken into account?
- 6.6 How can contributions to TEIs which are not captured by the available reporting standards be reported manually?
- 6.7 If a disbursement contributes to more than one TEI, how should it be flagged if the development partner makes use of individual keywords?
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- 7. Timeline of financial TEI reporting
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3.5 Monitoring and Reporting (MORE) of Team Europe Initiatives
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- 1. Introduction
- 2. Monitoring of individual Team Europe Initiative
- 3. Monitoring across Team Europe Initiatives
- 4. Data Management
- 5. Evaluation Framework
- 6. Learning Framework
- Annex 1. ToR of the Working Group on Team Europe Initiatives Monitoring and Evaluation Framework
- Annex 2. Indicative JIL Monitoring Matrix
- Annex 3. Draft ToR for Joint Monitoring of TEI Implementation
- Annex 4. Template for Stories of Change
- Annex 5. Template Quantitative Data Reports
- Annex 6: Indicator Methodology and Data Sources
- Annex 7. Definitions and Data Quality Control
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- Annex 4. Human rights-based approach, gender equality and conflict and Working Better Together in a Team Europe approach
- Annex 5. Further information, technical assistance and contacts