t33 was commissioned by the European Commission to support the preparation of the annual summaries of data on financial instruments implemented under shared management in the 2014-2020 programming period. The assignment responds to the growing policy relevance of financial instruments as a delivery tool for cohesion policy support, and to the corresponding need for robust, transparent and comparable reporting across Member States.

The work focuses on verifying, cleaning and analysing the financial instrument data submitted by national authorities under the regulatory reporting framework, and on translating validated data into publication-ready summary outputs. This includes systematic checks for completeness, internal consistency and plausibility, as well as structured comparisons over time and cross-checks with complementary datasets used for programme financial reporting. Where data issues are identified, t33 documents and synthesises them to enable follow-up and correction, ensuring that the analytical base remains reliable and traceable.

Building on the validated dataset, t33 prepares the draft summaries of data for programmes supported by the European Regional Development Fund and the Cohesion Fund and, separately, for the European Social Fund and YEI strands. The drafting combines EU-level aggregation with Member State level analysis, including the calculation of key indicators on implementation progress (such as commitments, payments, support to final recipients, leverage, revolving amounts, and management costs and fees). Quantitative results are accompanied by clear narrative interpretation and visual material.

In addition to the summary report outputs, the assignment includes building and delivering an electronic database of financial instrument data to facilitate further extraction and reuse by the Commission. The approach draws on specialised expertise on financial instrument implementation and reporting practice, including experience with the fi-compass ecosystem and with data management workflows designed for reproducibility.