Executive Summary
The EU Policy and Outreach Partnership Instrument (PI), established in 2014, is a global tool designed to advance EU strategic interests and values through partnerships with third countries, including Mexico, Central America, and the Caribbean. For 2018-2020, the PI focuses on four main areas: trade and economic diplomacy, environment/climate/energy, peace and security, and digital/global health, integrating cross-cutting themes such as multilateralism, EU values, resilience, and innovation. The PI supports EU foreign policy by fostering bilateral, regional, and multilateral cooperation, enhancing market access for EU businesses (especially SMEs), and promoting public and cultural diplomacy. With a remaining budget of €461 million for 2018-2020, the PI emphasizes flexibility, rapid response to emerging priorities, and complementarity with other EU instruments. The strategy aims to strengthen the EU’s global role, support sustainable development, and build alliances to address global challenges.
Characteristics
- The Partnership Instrument (PI) is an EU policy-support tool (2014–2020) designed to advance EU strategic interests globally, focusing on cooperation with third countries, especially middle-income and strategic partners, on a peer-to-peer basis, and is not limited by Official Development Assistance (ODA) criteria.
- PI’s four main intervention areas are: (1) global challenges (e.g., climate change, environment), (2) international dimension of Europe 2020 (smart, sustainable, inclusive growth), (3) trade & market access (including economic diplomacy), and (4) public & cultural diplomacy (engagement, visibility, mutual understanding).
- Key priorities for 2018–2020 include: trade and economic diplomacy (responsible business conduct, tax governance), environment/climate/energy (water, ocean governance, circular economy, urbanisation), peace/security/defence, digital (cybersecurity, digital governance), and global health (notably anti-microbial resistance).
- Cross-cutting issues mainstreamed in all actions: multilateralism (global alliances, rules-based order), EU values (democracy, rule of law, human rights, gender equality), resilience, and innovation.
- PI operates through standalone long-term projects and rapid-response tools (Policy Support Facility, TAIEX), ensuring flexibility to address emerging priorities and support EU foreign policy objectives, including support for trade agreements, regulatory cooperation, and public diplomacy.
- Geographic focus is global, with specific attention to Asia-Pacific, Americas (notably Mexico, Central America, Caribbean), Russia/Central Asia/Arctic, Gulf countries, Africa, and the EU neighbourhood, supporting both bilateral and regional partnerships and dialogues.
Actors
Civil Society Actors
Economic Actors
Political Actors
Research and Innovation Actors
Practical Applications
- Implementation of the Partnership Instrument (PI) as a global EU funding mechanism since 2014, supporting EU strategic interests through standalone actions, rapid-response tools (Policy Support Facility - PSF, and Technical Assistance and Information Exchange - TAIEX), and public diplomacy activities.
- Active funding and operation of 246 PI actions (as of July 2017), including 98 under PSF and 59 under TAIEX, with more in the pipeline.
- Ongoing support for the negotiation, implementation, and updating of EU trade and investment agreements with partner countries, including FTAs and Association Agreements (e.g., with Mexico, Chile, Mercosur, Central America, and the Caribbean).
- Established frameworks for cooperation and political and trade relations, such as the Political Dialogue and Cooperation Agreement with Cuba, the Association Agreement in Central America, and the Economic Partnership Agreement with the Caribbean.
- Implementation of the EU-CELAC Joint Action Plan (2015) to advance dialogue and cooperation in areas of mutual interest between the EU and Latin America and the Caribbean.
- Funding and support for public and cultural diplomacy initiatives, including the Jean Monnet Centres, Erasmus+ international credit mobility and joint masters, and targeted outreach to academics, students, civil society, and cultural operators.
- Support for the international dimension of the Erasmus+ programme, enabling student and staff mobility, academic recognition, and higher education partnerships with third countries.
- Ongoing support for the implementation of the Paris Agreement and the 2030 Agenda for Sustainable Development through policy dialogues, pilot projects, and technical assistance in climate, energy, and sustainable urbanisation.
- Promotion and support of circular economy initiatives, resource efficiency, and environmental protection in partner countries, including through dedicated actions, platforms, and regulatory cooperation in FTAs.
- Support for migration management and mobility cooperation with partner countries, in line with the European Agenda on Migration and the Partnership Framework with third countries.
- Implementation of targeted business support programmes for EU companies, especially SMEs, to improve market access and competitiveness in challenging markets, particularly in Asia and Latin America, leveraging the Enterprise Europe Network and COSME programme structures.
- Ongoing support for the development and implementation of digital policy frameworks, including cooperation on cybersecurity, digital governance, and the international dimension of the EU Digital Single Market.
- Active engagement in multilateral and regional fora (e.g., UN, G7, G20, WTO, CELAC) to promote EU interests, influence international agendas, and support the implementation of global agreements.
- Maintenance of a financial reserve within the PI to allow for swift and flexible responses to emerging policy objectives or unforeseen challenges in external relations.
Resulting Commitments
- The remaining financial envelope for the Partnership Instrument for the period 2018-2020 will be EUR 461 million.
- A reserve of EUR 20 million will be maintained for the period 2018-2020 to allow swift and flexible responses to emerging policy objectives or unforeseen challenges.
- The indicative financial allocations for the Americas region for 2018-2020 are EUR 281 million (as per the new proposed MIP).
- The indicative financial allocations for Asia & the Pacific for 2018-2020 are EUR 390 million (as per the new proposed MIP).
- The indicative financial allocations for Russia, Central Asia and the Arctic for 2018-2020 are EUR 48 million (as per the new proposed MIP).
- The indicative financial allocations for Gulf countries for 2018-2020 are EUR 23 million (as per the new proposed MIP).
- The indicative financial allocations for Multicountry/Multilateral/Global actions for 2018-2020 are EUR 160 million (as per the new proposed MIP).
- The total operational appropriations for the Partnership Instrument for 2014-2020 are EUR 922.2 million.
- The total administrative support for the Partnership Instrument for 2014-2020 is EUR 38.2 million.
- The grand total for the Partnership Instrument Multi-annual Indicative Programme 2014-2020 is EUR 960.4 million.