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What is the OPSYS EVAL?

The Evaluation tool and library (EVAL) is used for the management of project and programme, geographic, thematic or strategic evaluations contracted by DG INTPA, DG NEAR and FPI (both in Headquarters and in Delegations), as well as evaluations done by external partners.

The decision to develop EVAL was taken by the European Commission based on its own needs assessment, but the tool also responds to the recommendations of the European Court of Auditors (ECA) on EU External Action's evaluation and results-oriented monitoring systems.

EU External Action has developed a robust evaluation approach where the quality of an evaluation depends on the application of appropriate methodology and professional standards. You can refer to this methodology published on Capacity4Dev, for all evaluation phases.

Evaluations are complementary assessments involving data collection, performance assessment, reporting and learning. EVAL's primary purpose is to provide a systematic, comprehensive, and effective tool to record and report evaluations, as accurate evaluations provide an improved decision-making process for better outcomes.

As of September 2023, the EVAL tool is integrated in to OPSYS (OPSYS EVAL), and following the issuing of the related instruction note, all new evaluations will be created and managed in OPSYS. All evaluations created in the legacy system EVAL module (that have reached the "Inception" phase) will continue to be managed in that system until completion.

EVAL OPSYS is accessible from:

• The Funding and Tender Opportunities Portal for external EVAL Contractors, EVAL Experts, and EVAL Reference Group Members; or
• OPSYS – MyWorkplace for internal EC EVAL users (Evaluation Managers, M&E Focal Points, Heads of Cooperation/Heads of Delegations/Heads of Sector/Heads of Unit, internal Reference Group Members, Administrators, and EC users).

The OPSYS EVAL tool for externals consists of one main section, Evaluations, where all created Evaluations are listed, can be accessed, and managed.

• EVAL Contractors have access to their Evaluations (once the corresponding Evaluation Contract is signed) in statuses/steps "Contracted" (if the Specific Contract is linked to the Evaluation), "Inception", "Interim", "Synthesis" and "Completed";
• EVAL Experts have access to Evaluations (once the corresponding Evaluation Contract is signed) for which they have been selected and in Evaluation statuses/steps "Contracted" (if the Specific Contract is linked to the Evaluation), "Inception", "Interim", "Synthesis" and "Completed";
  
• EVAL Reference Group Members (external) have access to Evaluations for which they have been added as evaluation stakeholders, and in all Evaluation statuses/steps.

This content provides a description of all the steps involved in the Evaluations Workflow of OPSYS, but focuses on the step-by-step instructions and information specific to EVAL Contractors, EVAL Experts, and EVAL Reference Group Members.

The contracting procedure for the Evaluation Contract, and information concerning the signing of the Contract, the management of Contract Deliverables and Contract Amendments (if applicable), will be linked herein to the relevant sections.

Access EVAL in OPSYS

The access to OPSYS EVAL for EVAL Contractors, EVAL Experts, and EVAL Reference Group Members is achieved via the external Funding and Tender Opportunities Portal.

Only use Google Chrome or Mozilla Firefox as web browser to access and use the Funding and Tender Opportunities Portal.

Use your EU Login to login to the Funding and Tenders Portal, and once logged-in, you can access OPSYS EVAL from the Manage my area > Results > Monitoring & Evaluation option (1) in the left main menu. On the Monitoring & Evaluation page, the Evaluations section (2) is accessible from the left Navigation menu. For more information on how to create and/or manage your EU Login account, please view the EU Login Guide.

User Support for EVAL

For any questions, please contact EC External Relations Application Support (ERAS).

EVAL User Manual

The OPSYS EVAL User Manual provides a description of all the steps involved in the Evaluations Workflow of OPSYS, but focuses on the step-by-step instructions specific to EVAL Contractors and EVAL Experts.

The contracting procedure for the Evaluation Contract, and information concerning the signing of the Contract, the management of Contract Deliverables and Contract Amendments (if applicable), will be linked herein to the relevant sections.

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