4. Logical Framework Matrix - Logframe

A Logical Framework is a matrix in which the intervention logic (overall objective, purpose, expected results and activities), assumptions, objectively verifiable indicators and sources of verification are presented. It is used as a management tool to improve the design of Interventions. It involves identifying strategic elements (inputs, outputs, outcomes, impact) and their relationships, indicators, and the assumptions or risks that may influence the success or failure of a Project. It thus facilitates planning, execution and evaluation of a development Intervention, and is therefore present and used in different phases of the cycle of operations.

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As an Implementing Partner or Expert, it is required to create and/or update the Logframe of an Intervention that has been assigned to you by adding the Results, creating Indicators, and adding their Values.

4.1 Manage Logframes – Access, Creation and Submission

4.1.1 Access or Create a Logframe

A Logframe (once created by an OM, LIP or IP) – at Intervention-level – is accessed from the Intervention. The permission must first be granted to the user for the Intervention (by the OM for the LIP; or by the LIP for the IP) before they can access or create a Logframe for the Intervention – for detailed access information, please view Cooperating with Implementing Partners or Experts.

4.1.1.1 How to access a Logframe

To access a Logframe, first login to the Funding & Tenders Portal, and then select My Intervention(s) from the left main menu (1).

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• The task page accessible in My Task(s), with the relevant task for the intervention found in the list of tasks.

4.1.1.2 How to create a Logframe

A Logframe can be created by the Operational Manager, Lead Implementing Partner, or Implementing Partner of the Intervention.

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When you have saved the draft Logframe (with or without adding a result), you can still edit the Logframe before submitting it for review via the “Manage Logframe” button on the Logframe page.

4.1.1.3 Quality Check - Logframe, Results, and Indicators

An automated Quality Check by the system is applied to the Logframe and its components (Results and Indicators) as soon as it is created, and is applied continuously as modifications or updates are applied (i.e. create or manage Logframe and components - “Management Mode”).

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Validation messages are also displayed at the level of the Result(s) and Indicator(s) if they are invalid.

4.1.2 Edit a draft Logframe

Once created, a draft Logframe can be modified and saved by the Operational Manager, Lead Implementing Partner, or Implementing Partner of the Intervention.

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• Add (1), edit (2) or delete (3) (if existing) a Result; or
• Add (4), edit (5) or delete (6) (if existing) an Indicator; and
• Save the draft Logframe (7); or
• Cancel the editing of the Logframe (8).

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4.1.3 Save a draft Logframe

Once created, a draft Logframe can be modified and saved by the Operational Manager, Lead Implementing Partner, or Implementing Partner of the Intervention.

When in “MANAGEMENT MODE” on the Logframe page (see previous section) click on the “Save as draft” button to save any modifications (e.g. add result or indicator).

4.1.4 Submit a draft Logframe

Once created, a draft Logframe can only be submitted by the Lead Implementing Partner or Contractor to the Operational Manager of the Intervention for review and approval.

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4.1.6 Print a Logframe

To print a Logframe first access the Logframe as described in Chapter 4.1.1.1 – How to access a Logframe.

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The Logframe is displayed in “REVIEW MODE”, and you can click on the “Print” button at the bottom right of the page to print the Logframe.

4.1.7 Delete a Logframe

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4.1.8 Select an Outcome Profile for a Logframe

During the Draft stage, the Operational Manager, Lead Implementing Partner, or Implementing Partner of the Intervention can select the 'Outcome Profile Selection' button in the top section of the Logframe in a management mode, without a mandatory justification.

In "Approved" or "To be revised" statuses the Lead Implementing Partner/ Implementing Partner can changed the chosen option with a justification, that can be then reviewed and approved by the Operational Manager.

On the Outcome Profile Selection Form, the responsible user selects the mandatory "outcome profile", and clicks on "confirm". 

The profile will be used by the system to automatically calculate the outcome indicators' intermediate targets.

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• The selected value is registered for the "Selected Outcome Profile" field; and  
• The Current status remains/ is changed to Draft; and
• The logframe can be submitted to the next phase in the management workflow.
  
  

4.2 Update Logframes - Manage Results, Indicators and Current Values

4.2.1 Results

Results are managed via the Logframe of an Intervention. Results can be created, modified and saved by the Operational Manager, Lead Implementing Partner, or Implementing Partner of the Intervention.

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4.2.1.1 Access or Create a Result

A Result (once created by an OM, LIP or IP) – at Intervention-level – is accessed or created from the Logframe of an Intervention. The permission must first be granted to the user for the Intervention (by the OM for the LIP; or by the LIP for the IP) before they can access or create a Result for the Logframe of the Intervention – for detailed access information, please view Cooperating with Implementing Partners or Experts.

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In the Add Result pop-up window, enter the result name*, result level*, result statement and result assumptions*. Click on the “To be defined” tickbox if the result assumptions are not yet defined.

- (*) Required fields

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The Result can also be edited (3) or deleted (4), or new results added (5), before saving.

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4.2.1.2 Edit a Result

To edit a Result first access and enter the “MANAGEMENT MODE” of the Logframe – as described in Chapter 4.2.1.1 – Access or Create a Result.

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Click on the “Save as draft” button at the bottom right of the page to save the draft Logframe once all the required modifications have been applied.

4.2.1.3 Submit a Result

A Result (including the Indicators) constitutes a part of the initial structure of a Logframe. Subsequently, if any additions and/or modifications are applied to Results, the change in structure of the Logframe needs to be (re)approved by the Operational Manager before any values can be added by Implementing Partners.

To submit a Result, first verify that the information is complete and correct, then save the draft Logframe and submit it for approval.

4.2.1.4 Delete a Result

To delete a Result first access and enter the “MANAGEMENT MODE” of the Logframe – as described in Chapter 4.2.1.1 – Access or Create a Result.

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Click on the “Save as draft” button at the bottom right of the page to save the draft Logframe once all the required modifications have been applied.

4.2.2 Indicators

Results have a time-bound element implying a target. An Indicator is a way to measure change and performance against a desired Result, and does not itself have a time-bound element.

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4.2.2.1 Core or Customised Indicators

In view of harmonising and improving the quality of indicators used in all Logframes, OPSYS facilitates the process by suggesting pre-encoded indicators to Operational Managers and Implementing Partners.

To this purpose and for each DG (namely DG INTPA, DG NEAR and ENEST, DG MENA and FPI), a group of Quality Managers will be granted specific access to predefine a set of good practice indicators stored in the indicator library.

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4.2.2.2 Aggregation of Core Indicators

All core indicators created by Quality Managers can be organised in “groups” called an Aggregation Groups. Each aggregation group is made of at least two core indicators for which the values will be aggregated for reporting purposes.

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An example of an aggregation group is the EU Results Framework containing a set of 30 outcome indicators on which DG INTPA is required to report on yearly. These 30 indicators are core indicators grouped under the “EURF” denomination, and each time an Operational Manager decides to select this indicator, the values encoded by the Implementing Partners during the lifetime and at the end of the project will be subject to a specific quality control, and used for reporting at corporate level relating to the framework.

4.2.2.3 Matching Indicators

Operational Managers and Implementing Partners can match their Logframe Indicators with Results Framework (RF) Core Indicators (e.g. EURF (EU Results Framework for INTPA and NEAR ENIENEST, MENA ENI), IPA II (NEAR ENEST, MENA IPA II) and FPIRF (FPI Results Framework)) that have been pre-encoded by Quality Managers. For more information on the EU International Cooperation and Development Results Framework (EU RF) and associated core indicators, please click here.

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• Consult the RF Indicator description;
• Add customised indicator values according to the RF Indicator template;
• Specify a source of verification (SoV);
• Describe a calculation method when the final values of the customised and RF indicators are different (e.g. different units of measurement);
• Add a comment explaining the rationale for the matching.
  
  

4.2.2.4 Add an Indicator

To add an Indicator first access and enter the “MANAGEMENT MODE” of the Logframe – as described in Chapter 4.2.1.1 – Access or Create a Result. In the Logframe, you will need to either create a Result before adding an Indicator, or add an Indicator to an existing Result.

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• If you find the required indicator from the list of suggested indicators, select the indicator and click on the “Next” button; or

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4.2.2.5 Create an Indicator

Indicators are created only if there are no pertinent pre-existing indicators (core or customised) in the suggested list of indicators when adding an Indicator to a Result.

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Enter the indicator information (attributes) as required.

• Indicator name (*);
• Indicator description;
• Indicator type (*) – “Quantitative” or “Qualitative”;
• Value type – Required if indicator type is “Quantitative”, select “Percentage” or “Numeric”;
• Qualitative type – If indicator type is “Qualitative”, then select option from drop-down list;
• Unit of measure – If indicator type is “Quantitative” and value type is “Numeric”, then select option from drop-down list (e.g. number, per person, kilometres, jobs, megawatts, etc.);
• Disaggregation type (e.g. sex, wealth quintile, geo-location, etc.);
• Source of verification (SoV) type and sub-type;
• Values (Baseline and Target) – For each value, the Date (*), Total (*), Disaggregation (if relevant) and Comments (optional) are entered. Additional intermediary targets may also be added.

- (*) Required fields

Once you have completed the required fields and have verified the encoded data, click on the “Confirm” button to confirm the creation of the customised indicator and its values.

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4.2.2.6 Edit an Indicator

To edit/modify an Indicator first access and enter the “MANAGEMENT MODE” of the Logframe – as described in Chapter 4.2.1.1 – Access or Create a Result. In the Logframe, you will need to have both a Result and an Indicator added to the Result before you are able to edit the Indicator.

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Edit the indicator information (attributes) as required.

• Indicator name (*);
• Indicator description;
• Indicator type (*) – “Quantitative” or “Qualitative”;
• Value type – Required if indicator type is “Quantitative”, select “Percentage” or “Numeric”;
• Qualitative type – If indicator type is “Qualitative”, then select option from drop-down list;
• Unit of measure – If indicator type is “Quantitative” and value type is “Numeric”, then select option from drop-down list (e.g. number, per person, kilometres, jobs, megawatts, etc.);
• Disaggregation type (e.g. sex, wealth quintile, geo-location, etc.);
• Source of verification (SoV) type and sub-type;
• Values (Baseline and Target) – For each value, the Date (*), Total (*), Disaggregation (if relevant) and Comments (optional) are entered. Additional intermediary targets may also be added.

- (*) Required fields

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4.2.2.7 Submit an Indicator

Results and Indicators constitute a part of the initial structure of a Logframe. Subsequently, if any additions and/or modifications are applied to Results and Indicators, the change in structure of the Logframe needs to be (re)approved by the Operational Manager before any values can be added by Implementing Partners.

To submit Indicators, first verify that the information is complete and correct, then save the draft Logframe and submit it for approval.

4.2.2.8 Delete an Indicator

To delete an Indicator first access and enter the “MANAGEMENT MODE” of the Logframe – as described in Chapter 4.2.1.1 – Access or Create a Result. In the Logframe, you will need to have both a Result and an Indicator added to the Result before you are able to delete the Indicator.

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4.2.3 Current Values

Current values can only be updated for the Indicator of a Result in a Logframe if the Logframe is approved (i.e. the Logframe structure has been approved by the Operational Manager – status “approved”). The Result(s) must also contain baseline and target indicators before it can be updated with current values. Please consult the relevant sections for more information: Chapter 4.1.4 – Submit a draft Logframe, Chapter 4.2.1 – Results, and Chapter 4.2.2 – Indicators.

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4.2.3.1 Add a Current Value

To add a Current Value first access the Logframe as described in Chapter 4.1.1.1 – How to access a Logframe.

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Add the current value information (attributes) as required:

• Current value date (*) – The date must be between the baseline value date and the present date;
• Current value (*) – Enter the new current value for the indicator, or tick the "N/A" checkbox if no value is to be registered (if the case, the field will no longer be required);
• Disaggregations;
• Source of verification.

- (*) Required fields

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4.2.3.2 Edit a Current Value

To edit a Current Value first access the Logframe as described in Chapter 4.1.1.1 – How to access a Logframe, and then click on the “Access Indicator’s page” button of the relative Indicator in the Result of the Logframe.

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Edit the current value information (attributes) as required:

• Current value date (*) – The date must be between the baseline value date and the present date;
• Current value (*) – Enter the new current value for the indicator, or tick the "N/A" checkbox if no value is to be registered (if the case, the field will no longer be required);
• Disaggregations;
• Source of verification.

- (*) Required fields

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4.2.3.3 Submit a Current Value

To submit a Current Value first access the Logframe as described in Chapter 4.1.1.1 – How to access a Logframe.

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4.2.3.4 Delete a Current Value

To delete a Current Value first access the Logframe as described in Chapter 4.1.1.1 – How to access a Logframe, and then click on the “Access Indicator’s page” button of the relative Indicator in the Result of the Logframe.

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4.3 Review Logframes and Current Values

Logframes and Current Values (for all once created) follow a review mechanism for validation purposes, ensuring a consistent exchange, follow-up and data-quality assurance between the Operational Managers and Implementing Partners for Projects and Programmes.

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4.3.1 Review Logframe

Once the structure of the Logframe is set (i.e. the required Results and Indicators encoded), the Lead Implementing Partner submits the Logframe to the Operational Manager for approval.

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When the Logframe is approved (i.e. status “Approved”) by the Operational Manager, it becomes visible to all EC users, and the Implementing Partners are now able to manage the Logframe (Results and Indicators) and add Current Values.

4.3.2 Review Current Values

After a Logframe has been reviewed and approved by the Operational Manager, Current Values can be added to the Indicators by the Implementing Partners. These Current Values (once submitted) equally undergo a review mechanism, similar to Logframes detailed above, for the validation and approval process.

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