TEMPUS MONITORING POLICY
Project Coordinators’ meeting 15-16 March 2010
1
WHY Monitoring

Management instrument, both for projects that might
be encountering problems & for projects which are
enjoying particular success

Benefits extend beyond a given project: lessons can be
learnt - best practice can be disseminated

General objectives:
- To maximise the impact of the Tempus programme
- To maximise the return on investment of EU funds
- To ensure proper use of tax-payer money
- To control and assess the beneficiaries’ performances
http://eacea.ec.europa.eu/tempus/index_en.php
Monitoring activity
DESK Monitoring (Brussels HQ)
-
Written reports by Coordinators
-
Minutes of beneficiaries’ meetings
-
Exchange of mails with coordinators/beneficiaries
-
Publications; websites of the projects / of the beneficiaries
http://eacea.ec.europa.eu/tempus/index_en.php
Monitoring activity
FIELD Monitoring (on the spot)
 Actors:
EACEA staff, NTOs, EU Delegations,
External consultants
 Locations:
Any place concerned by the project
 Wish/request:
As much concerned partners involved
http://eacea.ec.europa.eu/tempus/index_en.php
Monitoring activity
FIELD Monitoring (on the spot)
- To monitor the progress and achievements in their real context
- To judge whether the project is progressing according to plan
- To assess whether the project is producing the expected benefits
- To scrutinise the context in which the programme is operating
- To highlight the added value for modernising HE policy
- To assess the visibility and the potential for sustainability of the project
- To be informed about financial management / accounting system put in
place
FEEDBACK TO COORDINATORS
http://eacea.ec.europa.eu/tempus/index_en.php
Monitoring activity
Financial AUDIT (on the spot)
 By sample
 Upon request by EACEA project officer, EU
Delegation, EACEA financial unit, EC DGs
 At any time, usually after the end of the project (within
5 years)
 EACEA Staff, Independent auditor, OLAF
http://eacea.ec.europa.eu/tempus/index_en.php
Three functions for Field Monitoring

Preventative
 information on the rules & procedures
 review of the objectives, priorities,
methodology, activities planned
 further recommendations

3-12 months after the beginning of the eligibility period

Recommendations  results should appear in the interim report
http://eacea.ec.europa.eu/tempus/index_en.php
Three functions for Field Monitoring

Advisory
 advice to accompany the project
implementation
 check content and financial aspects (based
primarily on the content of the interim report)



In the last 6-12 months of the eligibility period
Links between the interim report and the situation on the ground
Recommendations for the continuation of the project
http://eacea.ec.europa.eu/tempus/index_en.php
Three functions for Field Monitoring

Control
 check and assessment of the results
 assessment of impact, sustainability, tender
procedures, accounts


After the completion of the project: 3-15 months after the
end of the eligibility period
Financial management & accounting relating to the use of
the grant
http://eacea.ec.europa.eu/tempus/index_en.php
FIELD Monitoring
Our Objectives
• To know the projects
• To know the beneficiaries, to support them
• To improve further the functioning of the Tempus programme
Our Targets
• Two thirds (2/3) of the projects are visited annually
• Each project financed, on average, is visited twice during its
lifetime and beyond
http://eacea.ec.europa.eu/tempus/index_en.php