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The European Union (EU) implements most of its external assistance through a large network of Delegations, which translate broad cooperation and development policy objectives into effective actions. EU Delegations and Headquarter Services work under a monitoring, reporting, and evaluation framework to implement international cooperation and development assistance. The framework assesses project performance, results, and implementation issues, evaluates results and sustainability, and in-depth assesses strategies and instruments. Monitoring and reporting occur at the intervention level and is aggregated by the EU for their own legal reporting.
Reporting on Results in OPSYS
In recent years, the European Commission has widely used logical framework matrices (logframes)[1] for signed contracts. However, there has been a significant update since late 2021. Instead of just reporting logframe indicator achievements in narrative reports, implementation partners now need to report through a new IT platform, OPSYS.
OPSYS, a project management tool owned and developed by the European Commission (EC), enables logframe encoding and reporting against indicators (amongst other aspects that are purely internal to the EC).
1.1 Interventions
In OPSYS, logframes are encoded under a new item called "intervention". The Operational Managers create interventions for the relevant contracts, actions, or budgetary guarantee agreements, allowing for adequate reporting on logframe[2] level.
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2. Accessing OPSYS logframes
Implementing partners access OPSYS through the Funding & Tender Portal (F&TP). Only the appointed Lead Implementing partner (LIP) for each intervention can submit the Logframe and its updates to the EC via the system.
After signing an agreement or a contract, the LIP cannot access the dedicated space to create and regularly update the Logframe, until the corresponding Operational Manager of the EC assigns this role in the system.
2.1 Level of Permissions
In OPSYS and the F&TP, the “Lead Implementing Partner" is responsible for reporting. The LIP is an actual person with a valid email address and EU Login, appointed by the contractual partner that signed the agreement with the European Commission.
The assigned LIP may grant access to their team members or other partners involved in the agreement. However, these contacts are referred to as Implementing Partners (IPs) in the IT system. A LIP cannot grant access to another LIP.
Lead Implementing Partner
The LIP has to be invited by the Operational Manager. They can enter the logframe framework (results and indicators) as well as current values. They submit the logframe and current values to the Operational Manager.
Additionally, LIPs can use the matching functionality in the logframes.
Implementing Partner
The so-called IPs in the system, can either be invited by a LIP or by the Operational Manager from the EC side. IPs have the same access rights as a LIP and can enter the logframe framework (result and indicators) as well as the current values. However, IPs cannot submit a logframe or the current values to the Operational Manager, and they cannot use the matching functionality.
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