Guidelines and manuals
This page provides links to relevant documents, guidance and advice that may be of use for Programme Operators, Donor Programme Partners and National Focal Points.
If you would like to discuss any of the below of if you have further questions, please contact the Financial Mechanism Office - the secretariat of the EEA and Norway Grants.
Closing of programmes
The purpose of this guidance document is to give the relevant entities, Programme Operators (PO), the National Focal Points (NFP), the Certifying Authorities (CA) and the Audit Authorities (AA), an overview of the main tasks that need to be completed, and by which time, before a final programme report is submitted to the Donors and a programme is closed.
This manual describes the procedure for submitting the Final programme report along with the final balance (FB) in DoRIS by the Programme Operator (PO) and the Certifying Authority (CA).
The final programme report templates provide Programme Operators with a guide on how to produce results-based final programme reports, in line with the requirements of the Legal Framework and of the Programme Operators' Manual.
For videos and webinars that contain relevant information regarding the closure of programmes, please see the section on Doris manuals and training material.
Guidelines for strengthened bilateral relations
The guideline is available to provide guidance and ideas on how to plan, implement and report results towards the bilateral objective of the Grants.
This guideline aims to clarify specific references in the Regulation relevant to the programme area Funds for Non‐governmental Organisations and provide guidance to Focal Points and Programme Operators on specific sector‐related issues in the development and implementation of NGO programmes in the Beneficiary States.
For programme closure, see section below.
Programme Operators Manual
The Programme Operators Manual (POM) is a guide for programme operators on how to implement results-based management in the planning and implementation of programmes.
Statistics and indicators
The manual contains definitions and explanations on the statistical information that is to be recorded in the online Documentation, Reporting and Information System' (DoRIS). The manual is also useful when working with reports generated from DoRIS.
A list of standard indicators is available to guide the development and review of programme proposals, and for informing on results. The list consists mostly of quantitative indicators. Some suggestions for qualitative indicators are included. Programme operators may need to define others that fit a particular programme. Additional indicator lists are available for bilateral indicators and cross-sectoral indicators.
Please note: The list of standard indicators remains work in progress as better indicators may be identified during the appraisal process. These will then be added to list. An updated version will always be available on this page.
Reporting - macro-level statistics
In the annual Strategic Report, National Focal Points are asked to assess the expected impact of the financial mechanism in relation to the overall objectives of economic and social development and strengthening of bilateral cooperation.
More specifically National Focal Points should report on:
- Changes in the socio-economic situation in particular in so far as the changes are relevant for the agreed objectives and outcomes of the programmes.
- Developments and trends in socio-economic and territorial disparities, including inter regional disparities below national level.
- Assess the aggregated impact of the Programmes supported by the financial mechanism on reducing economic and social disparities. Use to the extent possible national statistics to underpin the assessment.
Please find a list of country specific macro level statistics that can be used to describe national developments.
Project level information
Project level information template
Programme operators record information on all supported projects in the Documentation, Reporting and Information System (DoRIS). The general requirements and procedures for registration of project information are described in chapter 6 of the Programme Operators’ Manual. The specific project information required for registration is presented in the Project level information template. Guidance and definitions are embedded in the template together with example texts. The project level information functionality is now available in DoRIS.
The specific scholarship individual mobility information required for registration is presented in the Scholarship Import template. Guidance and definitions are embedded in the template. DoRIS auto generates the template in the Scholarship Import task which then relates to the relevant project.