| | INSTITUTION BUILDING IN THE FRAMEWORK OF EUROPEAN UNION |
| | 0,38 | | MB | POLICIES A REFERENCE MANUAL ON |
| | 109 | | stron | TWINNING PROJECTS |
| | 4765 | | ID | Directorate-General for the Environment, European Commission |
| | 2005 | | rok |
| | TABLE OF CONTENTS |
| | PART A THE GENERAL APPROACH 9 |
| | SECTION 1: INTRODUCTION 10 |
| | 1.1. Twinning as an Instrument for Institution Building 10 |
| | 1.2. Overview of EU Funding for Twinning 13 |
| | SECTION 2: THE COMPONENTS OF A TWINNING PROJECT 14 |
| | 2.1. The Fundamental Principles for all Twinning Projects 14 |
| | 2.2. The Project Leaders (PL) and the Resident Twinning Adviser (RTA) 14 |
| | 2.2.1. The Project Leaders 14 |
| | 2.2.2. The Resident Twinning Adviser 15 |
| | 2.3. The Twinning “Work Plan” 17 |
| | 2.4. Role of the Beneficiary Countries (BC) 18 |
| | 2.5. Role of the MS 20 |
| | 2.6. Role of the Commission 20 |
| | 2.6.1. General role of the Commission 20 |
| | 2.6.2. Specific involvement of the Commission 21 |
| | 2.6.2.1. Involvement of the Commission under PHARE (including Transition Facility) 21 |
| | 2.6.2.2. Involvement of the Commission under CARDS, TACIS and MEDA 23 |
| | 2.7. Role of the Administrative Office in the Beneficiary Country 25 |
| | 2.7.1. Role of the AO in PHARE BCs (including Transition Facility) 25 |
| | 2.7.2. Role of the AO in CARDS, TACIS and MEDA BCs 27 |
| | PART B PREPARATION OF TWINNING PROJECTS 30 |
| | SECTION 3: SUBMISSION AND SELECTION OF PROPOSALS 31 |
| | 3.1. Call for Proposals 31 |
| | 3.1.1 Call for Proposals 31 |
| | 3.1.2 Submission of Proposals 31 |
| | 3.1.3 Basic rules for the submission of Twinning proposals: 32 |
| | 3.2. Specific cases 33 |
| | 3.3 Public Administrations and Mandated Bodies 34 |
| | 3.4 Member State Consortia 35 |
| | 3.5. Selection of the Twinning Partners 36 |
| | 3.5.1. Selection under PHARE, Transition Facility and Cards 37 |
| | 3.5.2. Selection under MEDA and TACIS 38 |
| | 3.5.3 Summary of registration, selection and evaluation procedures: 40 |
| | 3.6. Summary of Selections 41 |
| | 3.7. Possible Re-circulation 41 |
| | 3.8. Drafting of the Twinning Contract including the Twinning Work Plan 41 |
| | 3.8.1. Drafting of Twinning Contract and Work Plan under PHARE (TF) and Cards 42 |
| | 3.8.2. Drafting of Twinning Contract and Work Plan under MEDA and TACIS 43 |
| | 3.9. Approval of the Twinning Contract 44 |
| | 3.9.1. Approval of the Twinning Contract under PHARE/Transition Facility/Cards 44 |
| | 3.9.2. Approval of the Twinning Contract under MEDA and TACIS 46 |
| | 3.10 Signature of the Twinning Contract 47 |
| | 3.10.1 Signature of the Twinning Contract under PHARE 47 |
| | 3.10.2 Signature of Twinning Contract under MEDA and TACIS 49 |
| | 3.10.3 Signature of the Twinning Contract under CARDS 49 |
| | 3.11 Notification of the Twinning Contract 51 |
| | 3.11.1 Notification of the Twinning Contract under PHARE (Transition Facility) 51 |
| | 3.11.2 Notification of the Twinning Contract under CARDS, MEDA and TACIS 52 |
| | SECTION 4: DETAILED PROJECT DESIGN 53 |
| | 4.1. Designing the Project to achieve ‘Mandatory Results’ 53 |
| | 4.2. Benchmarks, Timeframes, Duration & Risk Analysis 54 |
| | 4.3. Deciding Project Management responsibilities 56 |
| | 4.4. Inputs of BC (Staff & Infrastructure) 58 |
| | 4.5. Inputs of MS (Staff) 59 |
| | 4.5.1. Staff Know-how and Time 59 |
| | 4.5.2 The Project Leader 59 |
| | 4.5.3. The Resident Twinning Adviser (RTA) 60 |
| | 4.5.4 Change of Project Leader or RTA 60 |
| | 4.5.5 Staff Origin 60 |
| | 4.6. Management and Accounting 60 |
| | 4.7. Translation and Interpretation 61 |
| | 4.7.1 Language/project assistant for the RTA 61 |
| | 4.7.2. Translation 62 |
| | 4.7.3 Interpretation 62 |
| | 4.8. Seminars,Training, Traineeships, Workshops 62 |
| | 4.9. Intangible Inputs 62 |
| | 4.10 Summary project presentation 63 |
| | SECTION 5: THE TWINNING PROJECT BUDGET 64 |
| | 5.1. The Project Budget 64 |
| | 5.1.1. Content of the budget 64 |
| | 5.1.2. Eligible costs 64 |
| | 5.1.3. Structure of the budget 65 |
| | 5.2. Reimbursement of Costs arising during the Preparation of the Twinning Contract 67 |
| | 5.2.1. Drafting the Twinning Contract and Twinning Work plan 67 |
| | 5.2.2. Training of RTAs 67 |
| | 5.3. Resident Twinning Advisers 68 |
| | 5.3.1. General principles 68 |
| | 5.3.2. Staff Categories and rates of reimbursement 69 |
| | 5.4. Project Leader, Short- and Medium-Term Expert Inputs 71 |
| | 5.5. Intangible supplies and provision of services 73 |
| | 5.6. Travel & Per Diem 73 |
| | 5.6.1. Travel 73 |
| | 5.6.2. Per Diem 74 |
| | 5.6.3. Provision for changes in prices 75 |
| | 5.7. Training and Seminars 75 |
| | 5.7.1. Training in the BC 75 |
| | 5.7.2. Study visits in the MS and Trainee/internships for BC officials in MS Partner Administration |
| | 75 |
| | 5.8. “Twinning Management Costs” Compensation 76 |
| | 5.8.1. General Principle 76 |
| | 5.8.2. Recipient 77 |
| | 5.8.3. Budget presentation 77 |
| | 5.9. Translation and Interpretation 77 |
| | 5.10. Equipment 78 |
| | 5.11. Private Sector Sub-Contractors 79 |
| | 5.12. Twinning Costs not covered by the EU 80 |
| | PART C IMPLEMENTATION OF TWINNING PROJECTS 81 |
| | SECTION 6: MANAGEMENT OF TWINNING PROJECTS 82 |
| | 6.1. Timing and deadlines 82 |
| | 6.2. Management by the Project Leaders 82 |
| | 6.3. Monitoring 83 |
| | 6.4. Project Reporting Requirements 84 |
| | 6.4.1. Reporting requirements 84 |
| | 6.4.2. Interim Quarterly Reports 85 |
| | 6.4.3. Final Report 85 |
| | 6.5. Evaluation 86 |
| | 6.6. Changes to a Twinning Contract 86 |
| | 6.6.1. Changes to a Twinning Contract 86 |
| | 6.6.2. Addenda 88 |
| | 6.6.3. Side letters (Administrative orders) 91 |
| | 6.7. Termination 92 |
| | 6.7.1. Termination of RTA secondment 92 |
| | 6.7.2. Termination of the Twinning project 92 |
| | SECTION 7: FINANCIAL MANAGEMENT AND CONTROL 93 |
| | 7.1. General Principles 93 |
| | 7.2. Payment Procedure 94 |
| | 7.3. The audit certificate 95 |
| | 7.4. Audit 96 |
| | 7.5. Services Rendered and Documentation in Support of Invoices 96 |
| | 7.5.1. Endorsement by the Beneficiary of Services Rendered 96 |
| | 7.5.2. Documentation in Support of Invoices 97 |
| | 7.6. Private Sector Inputs: tendering, procurement and contracting 97 |
| | 7.7. Provision for changes in prices 99 |
| | 7.8. Principles of taxation 99 |
| | SECTION 8: SPECIFIC PROCEDURES FOR ‘TWINNING LIGHT’ 100 |
| | 8.1. Definition of ‘Twinning Light’ 100 |
| | 8.2. The detailed ‘Twinning light’ Project fiche 101 |
| | 8.3. The mandatory result 102 |
| | 8.4. Selection of MS administration 102 |
| | 8.4.1. Circulation of projects 102 |
| | 8.4.2. Minimum criteria for proposals from MS 102 |
| | 8.4.3. Selection procedure 103 |
| | 8.4.3.1. Selection procedure under PHARE (before and after EDIS) 103 |
| | 8.4.3.2. Selection procedure under CARDS, MEDA and TACIS 104 |
| | 8.5. Contract and Implementation 104 |
| | 8.5.1. Structure of the contract 104 |
| | 8.5.2. Costs eligible for financing 104 |
| | 8.5.3. Contracting Authority, signatories of contract, order of signature 105 |
| | 8.5.3.1. Under PHARE 105 |
| | 8.5.3.2. Under CARDS, MEDA and TACIS 105 |
| | 8.5.4. Reporting 105 |
| | 8.5.5. Payments 105 |
| | 8.5.6. Audit Certificate 105 |
| | 8.6. Monitoring and assessment 106 |
| | 8.7. Changes to the ‘Twinning light’ contract 106 |