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Working Better Together in a Team Europe Approach
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4. Data Management
Working Better Together in a Team Europe Approach
Resource
public
EU-official
12 May 2023
Updated 15/07/2024 | Working Better Together in a Team Europe Approach through joint programming, joint implementation and Team Europe Initiatives Guidance
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Overview
Guidance
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Table of contents
Tools and methods series | Guidelines N°10
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Acknowledgements
Introduction
List of abbreviations
Navigating this Guidance
Abridged version
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Introduction
Foundation
Joint Programming
Joint Implementation
Team Europe Initiatives
Visual overview of Team Europe approach and its three methods
1. Foundation
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1.1. The basics - approach, methods, tools and their interlinkages
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1.1.1. Joint programming, joint implementation and Team Europe Initiatives: three methods within the Team Europe approach
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
1.3. The value of a Team Europe approach
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1.3.1. Contributing to the 2030 Agenda in a changing global context
1.3.2. Lessons learnt
1.4. Engagement of partners in a Team Europe approach: consultations, policy dialogue and communication
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1.4.1. Consultations and policy dialogue
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1.4.1.1 Which partners in the Team Europe approach?
1.4.1.2 The timing of consultations and dialogue
1.4.1.3 Carrying out the consultations and engaging in policy dialogues
1.4.2 Strategic communication
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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2.7.1. The Humanitarian-Development-Peace Nexus
2.7.2 Supporting Joint Programming in fragile, conflict and crisis situations
2.7.3 The added value of mainstreaming conflict sensitivity
2.7.4 Joint programming as a tool for the integrated approach
3. A quick guide to Joint Implementation
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3.1 The definition of joint implementation
3.2 Key characteristics of joint implementation
3.3 The background to joint implementation
3.4 Involvement of actors and partners in a Team Europe approach in joint implementation
3.5 Forms of joint implementation
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
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4.7.1. Phase 1: design and formulation phases
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4.7.1.1. Step 1: concept note
4.7.1.2. Step 2: Joint Intervention Logic
4.7.1.3. Step 3: indicative financial contributions to Team Europe Initiatives
4.7.2. Implementation phase
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4.7.2.1. Working better together on programmes that contribute to TEIs
4.7.2.2 Joint policy and political dialogue
4.7.2.3. Strategic communication and visibility
4.7.3. Financial tracking
4.7.4. Monitoring, reporting and evaluation
4.8. Team Europe Initiatives in fragile and conflict-affected contexts
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
Annex 2. Detailed guidance and tips for joint implementation modalities
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2.1 Checklist for moving ahead with joint implementation modalities
2.2 Overview (non-exhaustive) of financial and non-financial joint implementation modalities
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Non-exhaustive overview of non-financial modalities
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2.2.1 Joint sector gap analysis
2.2.2 Using public sector expertise, twinning and TAIEX
2.2.3. South-South or Triangular cooperation
2.2.4 Coordination of separate programmes
Non-exhaustive overview of financial modalities of joint implementation
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2.2.5 Joint/parallel co-financing
2.2.6 Blending
2.2.7 Budget Support
2.2.8 Delegated Cooperation and Transfer agreements
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
3.2 Steer, management and, coordination of Team Europe Initiatives
3.3 Top tips on launching a Team Europe Initiative
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
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4.1 OECD-DAC’s Creditor Reporting System (CRS)
4.2 International Aid Transparency Initiative (IATI)
4.3 Total Official Support for Sustainable Development (TOSSD)
5. Implementing the TEI keyword in internal reporting systems
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5.1 Level of operationalisation of the TEI keyword
5.2 Choice between binary TEI keyword and specific codes referring to individual TEIs
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?
7. Timeline of financial TEI reporting
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7.1 When does reporting on disbursements for TEIs start?
7.2 When does the Commission intend to publish consolidated aggregate reports on disbursements for TEIs of actors following a TE approach?
3.5 Monitoring and Reporting (MORE) of Team Europe Initiatives
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1. Introduction
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1.1 Purpose of this framework
1.2 Overview of Team Europe approach
2. Monitoring of individual Team Europe Initiative
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2.1 Purposes of monitoring
2.2 Joint Intervention Logic (JIL)
2.3 Monitoring activities for individual TEI
2.4. Indicators for monitoring individual TEI results
3. Monitoring across Team Europe Initiatives
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3.1 Purposes of monitoring
3.2 Indicators for aggregate reporting and public information on TEI results
3.3 Proposed tasks and responsibilities
4. Data Management
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4.1 Scope and timeline for TEI results reporting
4.2 Analysis and Reporting
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
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1. Impact-level indicators
2. Outcome/output-level indicators
Annex 7. Definitions and Data Quality Control
Annex 4. Human rights-based approach, gender equality and conflict and Working Better Together in a Team Europe approach
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4.1 EU Human Rights-based Approach and Working Better Together in a Team Europe approach
4.2. EU Gender Action Plan and Working Better Together in a Team Europe approach
4.3 Conflict-sensitive engagement and Working Better Together in a Team Europe approach
4.4 CSOs key roles in the 5 EU external action priorities areas
Annex 5. Further information and contacts
4. Data Management
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